E-commerce Account Details

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Keywords: E-commerce Account Details, Certain, online processor, single transaction limit, AVS, CSC

Document ID: https://platform-support.certain.com/hc/en-us/articles/30505620851351-E-commerce-Account-Details#split1

After making your selections and entries, Save your e-commerce account details.

Click Delete to remove the selected processor from the E-commerce Account list.

Video: (less than 2 minutes)

Processing Account Information

Most of these fields are displayed whenever you are setting up an e-commerce account, regardless of the choice of online processor, although there are some slight differences.

Additional fields may be displayed, depending on the choice of Online Processor. See details under the processor-specific sub-headings below.

Descriptive Name for Processing Account

Descriptive Name for Processing Account is the name that appears in Certain for this processing account.

Online Processor

Online Processor is the online payment-processing gateway supported by Certain.

Certain supports the following online payment-processing gateways.

List of gateways:

Currency

Currency is the desired currency selected from the drop-down list.

ISO Code format is ISO Code: Currency Name, for example, USD: US Dollar or EUR: Euro.

Recommended: Set up a separate sub-account for each group of events that use a single currency, for example, Account A is for USD events only, Account B is for Euro events, etc.

If different events in the same account use different currencies, do not mix these events in any custom reports that show financial data (e.g., Payments & Refunds Summary or Transactions, Payments & Refunds, or Charges).

Use the Currency Code column in those reports to restrict them to a single currency.

Exact Business Name on Merchant Account

Exact Business Name on Merchant Account is the DBA ("Doing Business As") name listed with the bank on your merchant account.

This name appears on the payee's credit card statement.

This is the primary processing account

Select This is the primary processing account to indicate that this is the default or primary payment processor for all events in this account.

Users can select alternative processors for their events.

Enable this e-commerce account for events and forms in sub-accounts

Enable this e-commerce account for events and forms in sub-accounts is an option that makes the same e-commerce account available for use in events and their forms in sub-accounts.

Note: If you have multiple levels of sub-accounts, this selection cascades down to all of them.

Single transaction limit

Single transaction limit is the maximum amount on a single transaction allowed through the processing account.

Most processors enable up to $25,000 per transaction.

Single transaction limit is a safety device that prevents excessively high transactions from being attempted, either accidentally or intentionally.

Default value: $1000

> Warning: Never set the single transaction limit to blank or zero ($0.00)

If it is blank or zero, then a registrant sees the following message on the form when trying to make a payment: > "The transaction amount exceeds the limit for this event."

Single transaction limit can be set on the following two pages in Certain:

Available Payment Methods

Available Payment Methods is the set of payment methods to select only those payment methods that have been actually configured by your bank for this merchant account.

Certain currently supports the following credit card payment methods:

The list of card types available for selection is determined by the Online Processor selected.

Collect Billing Address

Collect Billing Address is an option to collect a separate billing address for the payor.

This option can be used with credit card transactions to perform AVS validation ("Address Verification Service").

AVS is Address Verification Service.

Match Zip Code

Match Zip Code requires that the billing zip code entered on the form matches the billing zip code for the credit card.

Match Street Number

Match Street Number requires that the billing street address entered on the form matches the billing street address for the credit card.

Require AVS "Yes" Response

Require AVS "Yes" Response requires an AVS yes response.

Address Verification Service (AVS) is offered by many credit card-issuing institutions.

AVS enables the merchant to compare the street number and/or zip code provided by a cardholder to those on record with the card issuer.

Whether these fields (or which of these fields) are available is determined by the Online Processor selected.

Not all support AVS.

See the Note below regarding disabling these options at the account level.

Collect CSC Number

Collect CSC Number adds a field on the form in the Charge my credit card section of the Financial page to collect the Card Security Code for the credit card.

CSC is Card Security Code.

CSC is also known by other abbreviations, including CVC2, CVV2, or CID.

Require CSC "Yes" Response

Require CSC "Yes" Response requires that the CSC entered on the form matches the CSC for the credit card.

Auto-enforce CSC

Auto-enforce CSC is an option that enforces the CSC settings when selected.

If Auto-enforce CSC is selected, then the two previous options, Collect CSC and Require CSC 'Yes' Response, are both selected and cannot be cleared.

When this processor account is assigned to an event, Collect CSC and Require CSC 'Yes' Response are both selected and disabled from being cleared in the following two places:

Note: Disabling CSC/CVC and Address Verification options at the account level does not disable the same options in forms and events.

The setting must be disabled in those accounts on a per-form and per-event basis.

User Notes

User Notes is an option to enter any useful reference information for internal use.

Processor-specific fields

Setting Up a PayPal Gateway Account

Account Merchant/Vendor ID

Account Merchant/Vendor ID is the unique identifier assigned by the online payment processor.

Each processing account's Account Merchant/Vendor ID must be unique.

You may have to try several times to find one that is available.

Account Partner ID

Account Partner ID is used by PayPal to identify the partner company who set up the PayPal account.

Account User ID

Account User ID is used by PayPal as a secondary level of security for the PayPal account.

If you do not have a unique User ID, it defaults to the Vendor ID.

Account Password

Account Password is the secret code required to access the processing account.

Click the Generate New link to create a random, secure password automatically.

PayPal Manager URL

PayPal Manager URL is a link to access the detailed transaction information for your account.

PayPal stores information not available in Certain, such as the card issuing bank's authorization number and voice authorization information.

This information is useful for reconciling bank statements and tracking down discrepancies.

You should periodically change the password to your PayPal account, and then update that password in Certain.

Change frequency is quarterly or annually, at least.

If you perform AVS on the transactions processed in your account, then each individual sale processed in Certain records 3 transactions in PayPal:

To see only the actual Sale transactions, use the PayPal custom report generator to create reports that do not display these Auth and Void transactions.

Certain passes the event code and reg code with each transaction processed through PayPal.

The event code is passed in the "Comment1" field.

The reg code is passed in the "Comment2" field.

Include these fields in custom reports created in PayPal Manager to track payments and refunds to their original registration.

Group payments by the event code.

> Important Note for UK customers: PayPal UK no longer supports the "PayFlow Pro" product to which Certain integrates.

UK based customers should consider using instead.

Setting Up a Pay.gov Account

Agency ID

Agency ID is the unique customer identifier for the application provided by Pay.gov.

Form ID

Form ID is the assigned form identifier from Pay.gov.

Form ID is used to look up the applicable collection options for the government agency.

Currency

Currency for Pay.gov transactions is only US Dollars.

Pay.gov Account Username

Pay.gov Account Username is the user name provided by Pay.gov to access their reporting system.

Pay.gov Account Password

Pay.gov Account Password is the corresponding password to access Pay.gov reports.

Pay.gov Reports URL

Pay.gov Reports URL is the URL to log in to the Pay.gov reporting system.

This URL should always be https://www.pay.gov/paygov/

Single transaction limit

Single transaction limit for Pay.gov is the largest single transaction you want to be allowed through the processing account.

This transaction limit is a safety device to prevent excessively high transactions from being attempted, either accidentally or intentionally.

Available Payment Methods

Available Payment Methods for Pay.gov is the set of payment methods supported.

Pay.gov supports all major credit card types:

Pay.gov also supports ACH (Automated Clearing House) payments.

ACH payments are bank-to-bank transfers similar to an e-check.

The payer enters their bank account number and bank routing code to draw funds directly from their checking account.

> Note: Address Verification Service (AVS) and Credit Card Security Code (CSC) checks are not offered by the Pay.gov configuration for Certain.

Setting Up a Cybersource Account

Setting Up an Authorize.Net Account

Authorize.Net API ID

Authorize.Net API ID uniquely identifies your account to the payment gateway when transactions are submitted.

Authorize.Net supplies Authorize.Net API ID when you set up your account with them.

Note: Authorize.Net API ID versus Merchant Interface ID

Authorize.Net API ID is separate from your ID to Authorize.Net's "Merchant Interface", although in some cases it may be the same.

Note: Updating Authorize.Net API ID

If you change your API ID by contacting Authorize.Net's customer support, then you must immediately change it to the same value here as well.

Transaction Key

Transaction Key is a 16-character randomly-generated password.

Transaction Key is used with your API ID to authenticate your account as an authorized Authorize.Net user when transactions are submitted.

Generating a new Transaction Key

Click the Generate New link to log into Authorize.Net's "Merchant Interface" website.

Generate the new key.

Enter the new key immediately on this page in Certain as well.

Authorize.Net Test POST URL

Authorize.Net Test POST URL is the URL assigned by Authorize.Net to be used for test transactions.

Authorize.Net Production POST URL

Authorize.Net Production POST URL is the URL assigned by Authorize.Net to be used for live transactions.

> Note: You can only configure the settings for Address Verification Service (AVS) and Credit Card Security Code (CSC) checks for Authorize.Net on their E-commerce Account Details "Merchant Interface" website.

Those fields are not included on this page.

Setting up a Stripe Account

Setting up a Chase Orbital account

The following BINs apply to the corresponding Chase payment platforms:

Setting up a Shift4 Payments account

Can be used in an Accommodations form section to generate a payment token to be stored for room guarantee.