E-commerce Account Details

Source:

Published:

Keywords: E-commerce, Payments, Gateway, PayPal, Stripe, Cybersource, Authorize.Net, Pay.gov

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

E-commerce Account Details

Access to e-commerce account configuration is restricted to Administrators. The user interface path is Account Settings > Registration > Financial Data > E-commerce Accounts > Add New or edit existing account. 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

Video: Adding an E-Commerce Account (less than 2 minutes)

Processing Account Information

Processing Account Information describes the fields shown when configuring an e-commerce account.

Most fields are displayed regardless of the chosen online processor.

Some fields appear or differ depending on the Online Processor selected.

Processor-specific details are listed under the processor-specific sub-headings below.

Descriptive Name for Processing Account

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

Online Processor

Certain supports the following online payment-processing gateways.

List of gateways:

Note: Shift4 is specific to the Accommodation section to generate payment tokens to be stored for room guaranteed, and cannot be used in forms to process online payments.

Currency

Currency is the currency used for the account.

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

Recommendation: Set up a separate sub-account for each group of events that use a single currency. If different events in the same account use different currencies, do not mix these events in any consolidated reports. Use the Currency Code column in those reports to restrict to a single currency.

Exact Business Name on Merchant Account

The DBA ("Doing Business As") name listed with the bank on your merchant account. This is also the name that will appear on the payee's credit card statement.

This is the primary processing account

Select this checkbox to indicate that this is the default or primary payment processor for all events in this account. Users will be able to select alternative processors for their events.

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

If selected, the same e-commerce account will be available for use in events and their forms in sub-accounts. Note: If multiple levels of sub-accounts exist, this selection cascades down to all of them.

Single transaction limit

The maximum amount on a single transaction to be allowed through the processing account. Most processors enable up to $25,000 per transaction. You may wish to reduce this limit if transactions will never exceed a certain amount. This limit prevents excessively high transactions from being attempted. Default value: $1000.

Warning! Never set the single transaction limit to blank or zero ($0.00). If it is blank or zero, a registrant would see the message: "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

Select only those payment methods that have been 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 can be used with credit card transactions to perform AVS validation (Address Verification Service).

Match Zip Code

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

Match Street Number

Match Street Number requires that the billing street address entered on the form matches the card issuer’s record.

Require AVS "Yes" Response

AVS is offered by many credit card-issuing institutions. AVS enables comparison of the street number and/or zip code with the card issuer’s records.

Whether AVS/CSC fields are available depends on the Online Processor selected; not all support AVS.

Collect CSC Number

Collect CSC Number adds a field on the form to collect the Card Security Code for the credit card. (CSC, CVC2, CVV2, or CID.)

Require CSC "Yes" Response

Require that the CSC entered on the form match the CSC for the credit card.

Auto-enforce CSC

If this is selected, then Collect CSC and Require CSC 'Yes' Response are both selected and cannot be cleared. When this processor account is assigned to an event, the Collect CSC and Require CSC 'Yes' Response options will both be selected at the event level (Plan > Event Setup > Financials) and the form level (Plan > Forms > Payment).

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

Enter any useful reference information for internal use.

Processor-specific fields

The following sections describe processor-specific configuration fields.

Setting Up a PayPal Gateway Account

Setting Up a Pay.gov Account

Setting Up a Cybersource Account

Setting Up an Authorize.Net Account

Setting Up a Stripe Account

Setting Up a Chase Orbital Account

Setting Up a Shift4 Payments Account

Was this article helpful?

0 out of 0 found this helpful.

Have more questions? Submit a request.

Related articles

Comments

0 comments

Please sign in to leave a comment.