What is the Payment Manager?

In order to accept orders you will need to be able to accept payments from your customers. The Payment Manager gives you the ability to connect with one of three real-time Payment Gateways, or accept Credit Card numbers so that you may process them offline.

How do I use the Payment Manager?

The Payment Manager Menu is separated into two sections; a standard Payment Gateway and PayPal Express. If you have a PayPal account you will be able to offer this as an additional payment method on your store, along with one other method. Authorize.net and USA ePay Payment Gateways are fully integrated with the software as real-time payment methods.

From the drop-down menu, select your Payment Gateway from the list and click on the "Select" button. Your screen will now populate with both required and optional fields for your Payment Gateway.

Authorize.net:
• Username: this is the account login that you use to access Authorize.net
• Password: enter the account password used when accessing Authorize.net
• Description: give your customers a brief explanation of the type of payment method you are using. For example, when you are using a real-time payment method, you might enter a description of “Credit Card Payments.”
• Order Confirmation Message: a personal note included with the order details after a successfully completed order. This message is also included in the email sent to customers when an order has been placed.
• Authorize Only: verify payment information without charging your customers when an order is placed. Please note, orders must be processed separately through Authorize.net when ready.
• Use Transaction Key: an encrypted password used for processing transactions from your store to Authorize.net. If you have generated a Transaction Key, enable this option and enter this in place of your Authorize.net password.
  Read the Authorize.Net Transaction Key Guide for more information on how to create your Transaction Key.
• Test Mode: enable this option to verify the success of transactions between your store and Authorize.net.

USA ePay:
• Key: a secure “Key” used in place of a username and password generated by USA ePay.
• Description: give your customers a brief explanation of the type of payment method you are using. For example, when you are using a real-time payment method, you might enter a description of “Credit Card Payments.”
• Order Confirmation Message: a personal note included with the order details after a successfully completed order. This message is also included in the email sent to customers when an order has been placed.
• Authorize Only: verify payment information without charging your customers when an order is placed. Please note, orders must be processed separately through USA ePay when ready.
• Test Mode: enable this option to verify the success of transactions between your store and USA ePay.

Offline:
• Description: give your customers a brief explanation of the type of payment method you are using. For example, when you are using a real-time payment method, you might enter a description of “Credit Card Payments.”
• Order Confirmation Message: a personal note included with the order details after a successfully completed order. This message is also included in the email sent to customers when an order has been placed.

QuickBooks Merchant Services:
• Description: give your customers a brief explanation of the type of payment method you are using. For example, when you are using a real-time payment method, you might enter a description of “Credit Card Payments.”
• Order Confirmation Message: a personal note included with the order details after a successfully completed order. This message is also included in the email sent to customers when an order has been placed.
• Authorize Only: verify payment information without charging your customers when an order is placed. Please note, orders must be processed separately through QuickBooks Merchant Services when ready.
• QuickBooks Merchant Services Connection Status: this option allows you to make a direct connection to your Merchant Account for your Online Store. To create a new connection, or to update your connection follow the steps listed below:
1. Click on the "Create/Update QuickBooks Merchant Services Connection" link
2. From the new window that opens click on the "Proceed to Login Page" button
3. From the QuickBooks Merchant Service page enter the Email Address and password to Log In to your merchant account
4. If you want to create a new connection to your Merchant Account, click on the "Create a New Connection" button at the bottom of the page
5. From the next screen click on the "Create a connection" button
6. From the next screen click on the "View Connection List" button
7. Select a connection from the list on the page and click "Use this Connection"
8. You will receive an email from "mcaps@networksolutions.com" once your connection to the QuickBooks Merchant Services has been created or updated successfully
9. From the Payment Manager screen of your Control Pane the QuickBooks Merchant Services Connection Status will now display as "Created Successfully - Enabled"
10. Click on the "Save" button to enable the QuickBooks Merchant Services Payment Gateway on your store

If you have made any changes to the any Payment Gateway you will need to click the "Save" button before it will take effect. If you would prefer to exit without saving click on the "Cancel & Return" button to return to the main Site Admin Menu screen.

To turn off a Payment Gateway, click on the "Disable" button. This will then return you to the main Payment Manager Menu screen.

PayPal Express
• Email Address: the email address that is used as a User Name/Login to PayPal.
• Description: give your customers a brief explanation of the type of payment method you are using. For example, when you are using a real-time payment method, you might enter a description of “Credit Card Payments.”
• Order Confirmation Message: a personal note included with the order details after a successfully completed order. This message is also included in the email sent to customers when an order has been placed.

The PayPal Express Payments method must be enabled separately. If changes are made to the PayPal information you will need to click the "Save" button at the bottom of the screen before the changes will take affect. Read the PayPal Express Payments Quick Guide for more information on how to sign up for for this service with PayPal.

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