Configuring the Credit Card Interface

Follow these steps to configure the Credit Card Interface.

Note: 
  • CenPOS and BridgePay are the credit card systems that are supported in a multi-tenant cloud implementation of SyteLine.
  • Portal users should use CenPOS as their credit card gateway.
  • This interface does not work with Consolidated Invoicing.
  • T-Gate is no longer a supported gateway, but you may still see historical references to it in SyteLine.
  1. Purchase the Infor SyteLine Credit Card Interface module.
  2. Establish merchant service relations and purchase gateway software if needed.

    The Credit Card Interface requires the use of a “gateway” to communicate with the credit card processors. The gateway allows Infor customers to communicate with multiple credit card processors. These gateways are supported:

    • CenPOS
    • BridgePay

    See Establishing a merchant account with CenPOS or Establishing merchant service relations and purchasing gateway software with ABS.

    You can set up multiple gateways for different currencies or types of credit cards.

  3. Enable the interface.

    The Credit Card Interface is installed with SyteLine. In an on-premises environment, you must apply a CreditCardInterface license for your application database. In a cloud environment, the license is already applied.

    To enable the interface for a specific site, open the Optional Modules form at the site and enable the CreditCardInterface module.

  4. Configure a test environment.
    See Configuring a test environment.
  5. Verify the test configuration.
    See Verifying the test configuration.
  6. Optionally, set up centralized order entry for use with credit cards.
    See Setting up centralized order entry for use with credit cards.
  7. Train the users to process credit cards.

    Use the online help to train users to process credit cards. Ensure that the users are provided with this information:

    • All credit card charges processed in SyteLine are registered as “authorized” credit card transactions by the gateway software. The authorized transactions must be “settled” by the end-of-day batch processing from the gateway software before any actual funds can be processed.
    • The interface does not store credit card numbers in the back office ERP database; the interface simply stores a pointer to the gateway software, which is certified to store the full credit card information.
  8. Optionally, train the users to operate the credit card gateway.

    Review the guides provided by the credit card gateway to learn about End of Day Settlements, Virtual Terminal operations and reporting capabilities. In some cases these concepts might not be used, but understanding how the gateway works can be useful.

    For the BridgePay gateway, Advanced Bancard Solutions is available to assist with this training (see Step 2).

  9. Configure the live environment.
    See Configuring the live environment.