How do I set up a payment type for credit cards?

Payment Types

Set up a payment type for processing credit card payments.

You will need to use a third-party provider to process the credit card payment. The third-party provider will use the credit card information that you provide to debit the credit card account and credit your organization's account.

Supported providers for processing credit cards

Caselle Credit Card - Powered by Zift
Government Payment Processing - Credit Card
Intellipay - Credit Card
Point & Pay - Credit Card
Xpress Bill Pay - Credit Card

Requirements

Caselle Payment Import/Online Payments. You will need to purchase this add-on to use the Cash Receipting application with credit card processing software from a third-party vendor. This add-on will format the credit card information for the third-party vendor so you can send and receive credit card information.
Third-party application for processing credit card payments. Choose a vendor to process credit card payments and then work with them to set up a merchant account. You will need credentials from the vendor to set up the payment type and enter the user name and password for accessing the vendor merchant portal.

Before you get started

Set up credit card validation in Organziation > Passwords tab. Connect will use the credit card validation information to access the vendor merchant portal. [More]

Adding a payment type for credit cards

1. Open Connect Cash Receipting > Organization > Payment Types.

2. Click New (CTRL+N).

3. Set up the payment type options.

Remember, you need to set up the credit card validation credentials in Organization before you use the payment type to process a credit card.

Payment code

Assign a payment code that isn't assigned to another payment type.

Description

Enter a payment type description for the credit card. It may be helpful to include the credit card vendor name if you're using more than one credit card processing service. Example: Credit Card - Caselle, Credit Card - Point & Pay

Priority

Enter a priority number. Remember, Connect will use the payment code to place the payment types in order in the payment type menu that users will see when they enter a payment. If more than one payment type is assigned to the same priority number, they will be sorted in alphabetical order (A-Z).

Bank

Enter the bank account for transactions created by the credit card payment.

GL combined deposit

Select a code. If your organization doesn't combine deposits for different payment types, choose A. Using A will place everything in the same deposit.

Payment provider

Select the vendor who will process the credit card.

Payment type options

Set up the remaining checkboxes with the options you would like to use for accepting credit card payments.

Provide a customer copy receipt

Provide a signature line on receipt

Use for utility qualified account payments

Use this payment type to give change

Stop at check number field

Stop at payor field

Open cash drawer after receipt is finished

Print receipt

Allow new payments

Click to select this checkbox. Checking this option will add the credit card payment type to the payment types menu that the user will use to select a payment type.

4. Click Save (CTRL+S).

Using Caselle Credit Card - Powered by Zift

Caselle has partnered with Zift to offer a seamless credit card processing experience. Using the Caselle Credit Card - Powered by Zift options has it's beneifts. When you enter a payment and select the Caselle Credit Card - Powered by Zift payment type, the credit card processing steps happen in the Enter Payments view. You can process the credit card transactions without leaving the Enter Payments view in the Cash Receipting application.

The Caselle Credit Card - Powered by Zift option is available in the 2023.05 release.

Changing a credit card payment type to stop processing credit card payments

1. Open Connect Cash Receipting > Organization > Payment Types.

2. Look up the payment type.

3. Use the Payment Provider box to select None.

4. Click Save (CTRL+S).

Changing a credit card payment type to use a different credit card vendor

Use this option to keep the payment type and allow it to accept credit card information, without sending the credit card information to a third-party vendor for processing.

If you want to stop users from selecting the payment type, remove the checkmark from the Allow New Payments checkbox instead of changing the payment provider. This will remove the payment type from the payment types menu so a user won't even see it as an option to select it when they are selecting a payment type.

Do this...

1. Open Connect Cash Receipting > Organization > Payment Types.

2. Look up the payment type.

3. Use the Payment Provider box to select a new payment provider for processing credit cards.

4. Click Save (CTRL+S).

The payment type is still active but it won't allow you to enter information to process a credit card.

202305, 2023Mar03