Payments
Under Payment company preference, you will be able to manage your credit card security settings.
Access by: Admin -> Company Preferences -> Payments
Setting up credit card security is critical for preventing credit card fraud and avoiding losses to your business. This section adds a layer of security to your credit card transactions. Take time to review and make the appropriate choices.
Payments
Select the appropriate setting for your company's needs:
General (tab)
- Enable 'Send Payment Request
- Prevent changing status after Payment Request is processed. (Checkbox)
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Processing Requirements- (determine whether a GATEWAY is required when saving a payment)
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- When creating a payment, allow the checked transactions to determine the payment amount. Uncheck to enter payment amount independent of the transactions checked.
- Show Ship Doc instead of Sales orders when one or more payments are applied.
- Confirm payment gateway before submitting.
- Allow the admin role to delete processed payments or refunds.
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OrderTime Pay (tab)
OrderTime Pay
- Require CVV
- Save new customer credit card or bank account info
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Other Gateways (tab)
Other Gateways
- Mask credit card number & only show the last 4 digits. (e.g. xxxx-xxxx-xxxx-5678)
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AV Requirements for processing credit cards
- Require both Billing Address and Zip
- Require Billing Address only
- Require Zip only
- Require either Billing Address or Zip
- Require neither Billing Address nor Zip
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- Put Gateway transaction in test mode.
Click Save when done.