Payment Gateways

This Help File Page was last Modified on 01/06/2018

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Payment Gateways

This Help File Page was last Modified on 01/06/2018

The Payment Gateways Form lists each of the predefined Payment Gateways and is used to identify the appropriate Log In Names, Passwords, and Special Instructions which are required to be defined for each Payment Gateway (that will be used) before accessing the E-Payments Form to charge E-Checks and Credits Cards for a selected Subscriber.



Payment Gateways Form


Access the Payment Gateways Form:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.


Once the Maintenance Menu is displayed, Select Receivables and Choose Payment Gateways.

This Payment Gateways Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.


Navigation Menu - The simplified Navigation Menu is located at the top of the Payment Gateways Form.

This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.



Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Pay Integrator Gateways Form.



Payment Gateways Form - Record Editing View


To define the Log In Names, Passwords, and Special Instructions to be used to access the selected Pay Integrator Gateway

Select the desired Payment Gateway record.

Merchant Login - Click the Get/Set Login bar to enter the Merchant Log In Name for this Payment Gateway.




oClick the OK button to save this information.

Merchant Pwd - Click the Get/Set Password bar to enter the Merchant Password for this Payment Gateway.




oClick the OK button to save this information.

Instructions - Click the Get/Set Instructions bar to enter any Special Instructions which may be required for this particular Payment Gateway.




Note: Certain Payment Gateway providers require additional information (examples shown below) which is documented on their Website.

Press the Control key and the Enter key at the same time (Press Ctrl+ Enter) to start each line of information.

Enter the required field name and the assigned value or data - separated by a comma.

oMerchant Partners: The identifier "merchantpin", a comma, and the actual Pin Number assigned to your company is required.




Click the OK button to save this information.

oPayPal - Two lines of information must be provided: The capitalized word PARTNER, a comma, and the Payment Gateway Name (PayPal); and on a new line, the capitalized word VENDOR, a comma, and your Company Name as set by the Payment Gateway.




Click the OK button to save this information.

Click the HelpFilesNavigationMenuSaveIcon to record the updated Pay Integrator Gateway information.

Update any number of additional Pay Integrator Gateways, as required.


HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Pay Integrator Gateway records.



Payment Gateways Form - List View


Click the List Icon to display the associated Grid Data.


Choosing the Columns to be Viewed:

Some columns may contain expanded comments or other information which may make the List View's display difficult to use.

Ø In the List View, you may Click the Asterisk at the left of the row of Header Names to display a Drop-Down Check List of each column's Headed Name.

Check any Header Name to be included in the List View (by default, All Header Names will be Checked)

Remove the Check for any Header Name (see illustration below) that is to be removed from the List View.



Available Column Names


The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.




Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option



Navigation Menu shown with the List Options for Export & Print


Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.