Setting up credit card processing

In order for customers to pay for online orders using a credit card, you must have credit card processing set up in the back office. When an order or estimate is received from the portal, a Portal Order field on the Customer Orders or Estimates form is selected automatically. If you do not allow credit card orders, B2C portal users must call in to complete an order.

Back office setup tasks

The tasks required for setting up and testing credit card processing in the back office are defined in the Credit Card Interface Configuration Guide and online help topics. After you have verified that credit cards transactions work in the back office, also verify that an order can be submitted from the portal for a customer with the On Account payment type.

Additional setup for CenPOS

For the CenPOS gateway to work with the portal, you must follow these steps:

  1. On the CenPOS WebPay administration Global Configuration page, specify this information:
    Url Return
    Specify https://<PortalServer:Port>/IPFSitePages/CCIWebResponse.aspx where <PortalServer:Port> is the URL for your IPF portal. When a credit card transaction is submitted, CenPOS appends the transaction response values, such as authorization code and last four digits of the card number, to this URL.
    Note: All portals – including test or development portals – that will use credit card processing must use the HTTPS protocol.
    Target
    Specify _self.
    Integrate
    This option must be selected.
    Create Tokens Automatically
    This option must be selected.
    Passive Creation
    This option must be selected.
  2. From the CenPOS WebPay administration Global Configuration page, use this information for the back office:
    Api Key
    Copy this API key and paste it in the API Key field on the back office Credit Card Systems form.
    AES Key Encrypt
    Click Generate to generate a new key and click Submit to store that key for CenPOS. Copy the encryption key and enter it in the Encryption Key field on the back office Credit Card Systems form. Any time a new key is generated, it must be specified in the back office.
  3. On the CenPOS WebPay administration Global Configuration page, click Form Style in the top menu and Configuration in the bottom menu. The Configuration Element form is displayed. In Theme Option, select Modern.
  4. In the CenPOS virtual terminal, select Administrator > Merchant > Processing Data. In the Client ID field, specify Optional.
  5. In the event that you receive communication from CenPOS regarding changes to a URL used to call the CenPOS payment object, these are the URLs used by the IPF portals:
    Reference Version URL
    WebPay Plugin 2.3 https://www.cenpos.com/Plugins/jquery.cenpos.2.3.js
    WebPay URL 7 https://www3.cenpos.net/webpay/v7/html5/
    Transaction API 4 https://ww3.cenpos.net/6/1/transact.asmx
    POS URL N/A https://www3.cenpos.net/POSIntegration/POSIntegration/default.aspx