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Setting up automated Transaction Express Credit Card & Direct Debit Processing (#ATPYSTPTXF01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20140814 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.X (and higher)   n/a

Why process Credit Cards & Direct Debits in StorMan?

In StorMan, it is possible to setup Customer Agreements so that funds can be deducted from the Customer's nominated credit card or bank account whenever they are due. Transaction Express 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 & Direct Debits to process automatically (using the integrated Transaction Express system)?

  1. After you have completed & sent-in a Merchant Application Form with one of our merchant providers, Transaction Express (more on Transaction Express: #3PTYTRXEXPABT01), you will receive setup information from Transaction Express. 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 Transaction Express from the Service provider dropdown list.
  6. Enter the Merchant ID & Registration Key as provided to you by Transaction Express.
  7. Locate the Direct Debit Account Details section.
  8. Select Transaction Express from the Service provider dropdown list.
  9. Enter the Merchant ID & Registration Key as provided to you by Transaction Express.
  10. Click OK to save & close this section.
  11. Now select Maintenance, then Analysis Codes.
  12. 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.
  13. Click Add New Code to add a new analysis code to the system. The analysis code entry screen will appear.
  14. If you do not accept American Express (AMEX), please skip ahead to Step 16 below. Create a new receipt analysis code called Transaction Express Amex. Set the Special Options dropdown field for this analysis code to Transaction Express Amex.
  15. Click OK to save & close this window.
  16. If you do not accept Diners, skip to Step 18 below. Click Add New Code to add a new analysis code to the system. The analysis code entry screen will appear. Create a new receipt analysis code called Transaction Express Diners. Set the Special Options dropdown field for this analysis code to Transaction Express Diners.
  17. Click OK to save & close this window.
  18. Click Add New Code to add a new analysis code to the system. The analysis code entry screen will appear. Create a new receipt analysis code called Transaction Express Others. Set the Special Options dropdown field for this analysis code to Transaction Express Default.
  19. Click OK to save & close this window.
  20. Click Add New Code to add a new analysis code to the system. The analysis code entry screen will appear. Create a new receipt analysis code called Transaction Express Bank Debit. Set the Special Options dropdown field for this analysis code to Default for Direct Debit.
  21. Click OK to save & close this window, then Done to return to the main screen.

Transaction Express automatic Credit Card & Direct Debit processing has now been setup! You will now be able to setup individual Customer Agreements for credit card or direct debit processing. See the next topic for details on how to do so.

 

How do I setup customers for Credit Card and Direct Debit processing?

  1. Open the Agreement in question and navigate to the AutoPay/Notices tab of the Customer Agreement screens (more on this tab: #AGTTAB401).
  2. If the Customer is signing up for Transaction First via their Credit Card, click Add under the Credit card info... section. If the Customer is signing up for Transaction Express via their Bank Account (e.g.: Direct Debit), click Add under the Bank account info... section.
  3. Enter the Customer's details, as required.
  4. Click Upload to save the information on Transaction Express servers. Return to the Agreement, then click OK to save & close.

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 or bank account processed that day, the amounts will automatically be processed for the 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 details 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, transaction express credit cards, transfirst credit cards, transfirst direct debits, transaction express direct debits, transaction express credit card processing, credit card processing gateway, storman credit cards, processing credit cards in storman, automated credit cards

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