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Setting up automated Advam Credit Card processing (online) (#ATPYSTPADVCC01)

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20140814 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

Why process Credit Cards in StorMan?

In StorMan, it is possible to setup Customer Agreements so that funds can be deducted from the Customer's nominated credit card whenever they are due. Advam is one of several ways to achieve this (for more, see our Index of Automatic Payment articles). You can also compare our merchant providers here.

 

How do I setup Credit Cards to process automatically (using the integrated Advam system)?

  1. After you have completed & sent-in a Merchant Application Form with one of our merchant providers, Advam (more on Advam: #3PTYADVABT01), you will receive setup information from Advam. Gather this information, and have it ready.
  2. Click on Maintenance, then System Setup.
  3. Select Modules.
  4. Locate the Credit Card Account Details section.
  5. Select Advam from the Service provider dropdown list.
  6. Enter the Account number, Username & Password as provided to you by Advam.
  7. Click OK to save & close this section.
  8. Now select Maintenance, then Analysis Codes.
  9. Near the bottom of the screen, select the Switch view dropdown, and change it from Charges to Receipts. This will show receipt data instead of charge data.
  10. Click Add New Code to add a new analysis code to the system.
  11. First, we'll setup the Advam analysis code for Visa & Mastercard (these two card types use the same system). Setup your analysis code as per usual; you may wish to name it 'Advam-VisaMC' (more on adding / editing Analysis Codes: #ANLADET01). Under the Analysis Code Options section, ensure the Special Options dropdown is set to Advam Default. Click OK to save & close the analysis code. Note: At this point, you may wish to check with your accountant as to whether or not this analysis code should be configured to automatically set the date banked as today (more on automatically setting transactions to banked: #BNKAST01).
  12. If you also accept American Express (aka Amex) cards, click Add New Code again, to add another new analysis code to the system. If you do not accept American Express, please skip ahead to Step 15.
  13. Now we'll setup the Advam analysis code for American Express (aka AMEX - it uses a separate system to Visa and Mastercard, hence the setup of an additional analysis code). Setup your analysis code as per usual; you may wish to name it 'Advam-AMEX' (more on adding / editing Analysis Codes: #ANLADET01). Under the Analysis Code Options section, ensure the Special Options dropdown is set to Advam Amex. Note: At this point, you may wish to check with your accountant as to whether or not this analysis code should be configured to automatically set the date banked as today (more on automatically setting transactions to banked: #BNKAST01).
  14. Click OK to save & close the analysis code.
  15. If you also accept Diners card, click Add New Code again, to add another new analysis code to the system. If you do not accept Diners, please skip ahead to Step 18.
  16. Now we'll setup the Advam analysis code for Diners (it uses a separate system to the other cards, hence the setup of an additional analysis code). Setup your analysis code as per usual; you may wish to name it 'Advam-Diners' (more on adding / editing Analysis Codes: #ANLADET01). Under the Analysis Code Options section, ensure the Special Options dropdown is set to Advam Diners. Note: At this point, you may wish to check with your accountant as to whether or not this analysis code should be configured to automatically set the date banked as today (more on automatically setting transactions to banked: #BNKAST01).
  17. Click OK to save & close the analysis code.
  18. Click Done to return to the main screen.

Advam automatic Credit Card processing has now been setup! You will now be able to setup individual Customer Agreements for credit card processing, via the AutoPay section on the AutoPay/Notices tab of the Customer Agreement screens (more on this tab: #AGTTAB401).

You can now also process credit cards on an ad-hoc basis, via Add Receipt on the Transactions tab of the Customer Agreement screens (more on this tab: #AGTTAB601). Simply click Add Receipt, then Enter card to manually enter the credit card to process.

If the Customer already has a credit card on file on the AutoPay/Notices tab of their Agreement (more on this tab: #AGTTAB401), you can click Use Card on File to use the credit card details that are on file for this Customer.

 

How will I know when to process my Customers?

When you run Daily Processing (more on Daily Processing: #DLYWISDP01) and Customers are due to have their credit card processed that day, a dialog will appear on screen for each credit card due to be processed, confirming the amount that the card needs to be processed for. Upon continuing, that card is then automatically processed for that amount using the internet gateway.

If successful, a receipt is automatically added to the relevant Customers account. If declined, a note is automatically added to the relevant account and the failed cards will appear on a special report that prints at the end of Daily Processing.

 

My internet was down, or something went wrong. How can I re-process credit cards that have failed?

Please refer to this article: #DLYRFDCC01.

 

Can I automatically send the Customer a confirmation email, once the credit card has been processed?

Yes, there is a specially-named notice (more on these: #NTCNWSN01) that you can create which will send to an applicable Customer whenever a credit card payment is approved (or declined, for that matter). Set this up as a Notice & it will be sent automatically when triggered (more about adding notices: #NTCSTP01). Ensure that the AutoPay tab (more on this tab: #AGTTAB401) for any applicable AutoPay customers has the Email when Credit Card is processed field ticked.

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automatic credit cards, credit card payments, advam credit cards, advam credit card processing, credit card processing gateway, storman credit cards, processing credit cards in storman, automated credit cards

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