E-commerce Account Details

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Keywords: e-commerce account, processing account, online payment-processing gateways, AVS, CSC, Certain

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 a gateway choice for online payment processing in Certain.

Certain supports the following online payment-processing gateways.

List of gateways:

Currency

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

Currency uses an ISO code format of 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, Certain recommends not mixing those events in any custom reports that show financial data, for example, Payments & Refunds Summary or Transactions, Payments & Refunds, or Charges.

The Currency Code column in those reports restricts the reports 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 the merchant account.

Exact Business Name on Merchant Account is also the name that will appear on the payee's credit card statement.

This is the primary processing account

This is the primary processing account is a check box selection.

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

Users can select alternative processors for events in this account.

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 a selection that determines whether the same e-commerce account is available for use in events and their forms in sub-accounts.

Note: If there are 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 to be allowed through the processing account.

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

The transaction limit is a safety device to prevent 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 the single transaction limit 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."

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

Available Payment Methods

Available Payment Methods is a selection to include only payment methods configured by the bank for this merchant account.

Certain 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 a selection to collect a separate billing address for the payor.

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

Match Zip Code

Match Zip Code is a requirement that the billing zip code entered on the form match the billing zip code for the credit card.

Match Street Number

Match Street Number is a requirement that the billing street address entered on the form match the billing street address for the credit card.

Require AVS "Yes" Response

Require AVS "Yes" Response is a requirement that the AVS validation result be accepted as "Yes".

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 is a selection that adds a field on the form in the Charge my credit card section of the Financial page.

Collect CSC Number collects the Card Security Code for the credit card.

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

Require CSC "Yes" Response

Require CSC "Yes" Response is a requirement that the CSC entered on the form match the CSC for the credit card.

Auto-enforce CSC

Auto-enforce CSC is a selection that enforces CSC behavior when selected.

If the Auto-enforce CSC check box is selected, then:

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

> Note: Disabling CSC/CVC and Address Verification options at the account level will 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 input to enter any useful reference information for internal use.

Processor-specific fields

Setting Up a PayPal Gateway Account

If AVS is performed on the transactions processed in the account, each individual sale processed in Certain records 3 transactions in PayPal: an Auth for $0.01, a Void of the $0.01 Auth, and a Sale for the full amount.

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 easily track payments and refunds to their original registration, or group payments by the event code.

> Important Note for UK customers: PayPal UK no longer supports the "PayFlow Pro" product to which Certain integrates, so UK based customers should consider using instead.

Setting Up a Pay.gov 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

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

Therefore, those fields are not included on this page.

Setting up a Stripe Account

Setting up a Chase Orbital account

Setting up a Shift4 Payments account

Shift4 Payments can be used in an Accommodations form section to generate a payment token to be stored for room guarantee.