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For a credit card to run as part of an automated bill run, it must be set as the default payment method (bolded under payment methods on Tools tab of an account)
Credit cards will be processed if the 'Credit Card' check box and the 'Enabled' check box are selected on Bill Run configuration page
Credit card Tokens or E Check Tokens will be processed if 'Run E Check Token' or 'Run Credit Card Token' are selected on the Bill Run configuration page
Expired credit cards are not attempted. EngageIP will review existing cards and if expired, will not attempt to charge them during the bill run
In EngageIP 8.5.14.0 the option 'Process Expired Credit Card' was added. When this option is checked expired credit card information will be sent to the processor gateway allowing the gateway to auto-renew, send expiry notifications or take some other action (depending on the capabilities and configuration of the gateway)Cancelled accounts will NOT be attempted during a credit card bill run. Note that cancelled relates to the back end account status type, see the Account Status Types link on the Setup tab for the status types that you have defined in the EngageIP AdminPortal
No information is stored in EngageIP for one-off payments (Tools tab -> One-off Credit Card Payment). This means any one-off payment refunds must be handled manually (logging into your CC gateway vs. using the 'Credit Card / Credit Card Token Refund' functionality on the Tools tab) and then once refunded the payment must also be reversed in EngageIP. For instructions on reversing payments see the Managing Transactions article
General Card Processor and Card Type Setup
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Access the owner account
Click the Setup tab
Click Credit Card Token Processors
Click Add
Populate the fields presented (required fields are in red)
Name - this is simply an identifier can be any value you wish to describe the Card Processor
Credit Card Token Gateway - select the appropriate supported gateway from the list
Merchant Login - enter your merchant account username, login or ID information supplied by your Gateway
Merchant Password - enter you merchant account password supplied by your Gateway
Test Mode - if selected, will allow you to run test Bill Run processing simulations on your accounts before going live. All Credit Cards whether real or fake will receive a successful response when using this check box. This should be used if you simply want to confirm that billing is attempting to process cards and should NOT be used in a production system scenario
Gateway URL - allows you to override the Gateway URL. This can also be used to post to a test gateway
Attribute - allows you to specify additional attributes specific to the gateway.
Configuration - allows you to enter uncommon configuration settings for the gateway, see the SSL Certificate Field Definitions section below for more information
Threshold Amount - enter a threshold value that will prevent credit card charges if the payment amount is less than the threshold value
Process Expired Credit Card Tokens - enable this option if you want the payment gateway to charge cards that have expired, typically this should be enabled
Click Save to save the Card Token Processor, or Save/New to save to processor and create another
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The ECheck Token Processor setup is identical to the Credit Card Token Processor Setup (detailed above).
When Configuring the Payment Type the following Details should be used:
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For instructions on Processing Credit Cards see the Credit Card Processing Article.
Any processing errors will appear in the Event Log under the Reports tab. Refer to the Troubleshooting section at the bottom of this article for assistance troubleshooting if errors are found in the log.
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Follow the steps at the bottom here to enabled AVS so that the information is sent up to the processor
CyberSource
See the CyberSource Payment Processor Setup article.
First Data Global Gateway / Payeezy
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For further information, refer to the iBiz documentation on troubleshooting and errors or you can request assistance by emailing support@logisense.com.
See Also
Vantiv Payment Processor Configuration
(non-iBiz integration)