You can create payment-processing "e-commerce" accounts to handle online payment transactions in the Certain platform.
Currently, Certain supports the following online payment processing gateways:
- Authorize.Net
- Chase Orbital
- CyberSource
- PayPal
- Pay.gov
- Shift4
- Stripe - Charges (legacy)
- Stripe - Payment Intents
The help topic for the configuration page, E-commerce Accounts Detail, describes this in detail. The configuration path is: (Account Settings > Registration > Financial Data > E-commerce Accounts).
The e-commerce account will be available to all events and registration forms within the Certain account that is selected in the account "owner" list.
Processing Account Information
Field names may vary depending on the terms and requirements of individual payment processors. The details are described in E-commerce Account Details.
The Descriptive Name is the name that will appear in the Certain application when referring to this processing account. The Descriptive Name should be easy to remember.
The Exact Business Name is the DBA ("Doing Business As") name listed with the bank on the merchant account. The Exact Business Name is the name that will appear on the payee's credit card statement.
If You Are Setting Up a PayPal Gateway Account
The merchant ID / account username is the unique identifier assigned by the online payment processor. The merchant key / account password is the secret code required to access the processing account.
Click the " Generate New " link to create a random, secure password automatically. The account partner Id is used by PayPal to identify the partner company who set up the PayPal account.
PayPal
Use the PayPal M anager link to access the detailed transaction information for the account. PayPal stores information not available in Certain.
PayPal stores the card issuing bank's authorization number. PayPal stores voice authorization information.
PayPal information is useful for reconciling bank statements. PayPal information is useful for tracking down discrepancies.
You should also periodically (quarterly or annually at least) change the password to the PayPal account. After changing the password, update the PayPal account password in Certain.
If AVS is performed on the transactions processed in the account, Certain will record 3 transactions in PayPal for each individual sale processed by Certain. The recorded transactions are an Auth for $0.01, a Void of the $0.01 Auth, and a Sale for the full amount.
To only see the actual Sale transactions, use the PayPal custom report generator. The custom reports should be configured to not display these Auth and Void transactions.
Certain passes the event code with each transaction processed through PayPal. The event code is passed in the "Comment1" field.
Certain passes the registration code with each transaction processed through PayPal. The registration code is passed in the "Comment2" field.
Include the "Comment1" field and the "Comment2" field in custom reports created in PayPal Manager. This setup helps track payments and refunds to their original registration.
This setup also helps group payments by the event code.
How to Create a New Processing Account
Only Administrators can create new processing accounts. Administrators can create a new processing account by clicking the Add New button to the right of the E-commerce accounts list.
After clicking Add New, the processing account form fields will become blank. Then the administrator can enter the information for the new processing account.
Each processing account's merchant ID/account username must be unique. The process may require multiple tries to find an available merchant ID/account username.
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