Processing Centers
Form ID: (CA205000)
You can use this form to configure a processing center for processing inbound payments—such as a card processing center to which your company is subscribed.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Test Credentials | Performs a test transaction to validate the credentials you have entered for the particular processing center. |
| Update Expiration Dates |
Redirects you to the Update Expiration Dates hidden processing form, which displays the list of customer payment methods that do not have expiration dates. On this form, you click Process to retrieve expiration dates from Authorize.Net records for the customer payment methods or Process All to retrieve expiration dates for all records. This button is displayed if the selected processing center supports unmasked expiration dates and if there are customer payment methods based on a payment method associated with the selected processing center that have no expiration date recorded in the system. |
Summary Area
This area displays the settings used for the processing center to which your company is subscribed.
| Element | Description |
|---|---|
| Proc. Center ID | The unique identifier of the processing center. |
| Name | A detailed description of the processing center. You use an alphanumeric string of up to 30 characters. |
| Cash Account |
The cash account associated with the processing center. This cash account defines the currency in which the transaction amounts will be processed. For Authorize.Net plug-in, the currency of the transactions is defined when you subscribe to the Authorize.Net services. The system will use the identifier of the currency to validate that the transaction is posted to a cash account with the same currency identifier. |
| Currency | The currency used for the selected account. The box is filled in
automatically by the system as follows:
|
| Active | A check box that indicates (if selected) that the processing center is active in the system. |
| Payment Plug-In (Type) |
One of the system's built-in plug-ins developed for the particular processing center based on the protocol used by the center and other processing requirements. One of the following options can be selected:
|
| Allow Direct Input |
A check box that indicates (if selected) that users can enter credit card information by using MYOB Advanced forms, and then the system transfers this data to the Authorize.Net server on which it is stored. This check box is displayed if Authorize.Net API is selected in the Payment Plug-In (Type) box. Important: The direct input mode for entering credit
card information has been discontinued. If this check box was
selected for a particular processing center, the check box
remains on the form and is still selected, but a warning is
displayed. For a newly created processing center or an existing
processing center for which this check box was cleared, the
check box does not appear on this form.
To enter credit card data when customer payment methods are created for payment methods based on credit cards, you should use the hosted form provided by the applicable processing center. |
| Allow Saving Payment Profiles |
A check box that indicates (if selected) that when a user enters a card payment, the system allows the saving of a payment profile by extracting the payment profile ID from the processing center and creating a customer payment method associated with the credit card. If the check box is cleared, when the user enters a card payment, the system will associate the payment with the credit card transaction, but will not allow the user to create a customer payment method. This check box is available only if the plug-in used for the processing center supports the creation of customer profiles. Note: If this check box is selected and the Save Payment
Profiles box is set to Never on the
General tab of the Customer Classes (AR201000) form for the customer
class of the customer, the system will never save customer
payment profiles for customers of this class, even though the
settings of the processing center allow it.
|
| Synchronize Deletion |
A check box that indicates (if selected) that when a user deletes a customer payment method that is registered with Authorize.Net or Stripe, the payment method information is automatically deleted from the Authorize.Net or Stripe server. This check box is displayed if Authorize.Net API or Stripe plug-in is selected in the Payment Plug-In (Type) box. |
| Accept Payments from New Cards |
A check box that indicates (if selected) that when a user is processing a payment for a particular payment method, the system will accept a payment from a new credit card. This check box is cleared and unavailable if Shopify Payments API is selected in the Payment Plug-In (Type) box. |
| Allow Unlinked Refunds |
This check box indicates (if selected) that it is possible to process unlinked refunds for card payment methods associated with the processing center. This check box is cleared and unavailable if Shopify Payments API is selected in the Payment Plug-In (Type) box. |
Plug-In Parameters Tab
On this tab, you specify your company's settings used by the plug-in to access the processing center. The required keys can be imported from the plug-in, while you should enter the values manually. For details on specific settings, see the procedures dedicated to a particular plug-in configuration in the Configuring Payment Processing chapter.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| ID | The identifier of the key required by the plug-in developed for the processing center. |
| Description | A description of the key. |
| Value |
The value of the key to be used by your company to access the services provided by the processing center. For Authorize.Net, you specify the following values:
|
| Column | Description |
|---|---|
| ID | The identifier of the key required by the plug-in developed for the processing center. |
| Description | A description of the key. |
| Value |
The value of the key to be used by your company to access the services provided by the processing center. For the Shopify Payments plug-in, you specify the STORENAME parameter, which is the name of the Shopify store defined on the Shopify Stores (BC201010) form. |
| Column | Description |
|---|---|
| ID | The identifier of the key required by the plug-in developed for the processing center. |
| Description | A description of the key. |
| Value |
The value of the key to be used by your company to access the services provided by the processing center. For Stripe, you specify the following values:
|
Payment Methods Tab
This tab lists (in a tabular format) the payment methods that use the processing center.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Payment Method | The payment method that uses the processing center. |
| Active | A check box that indicates (if selected) that the payment method is active and is used for payments. |
| Default | A check box that indicates (if selected) that the payment method is used by default for the cash account. |
| Funds Hold Period (Days) | A read-only column that shows the number of days the card processing system holds funds on a customer's card. |
| Reauthorization Delay (Hours) | A read-only column that shows the number of hours before the first reauthorization attempt is performed. |
Preferences Tab
On this tab, you specify the settings that the system uses while connecting to processing center servers.
| Element | Description |
|---|---|
| Transaction Timeout (s) | The time interval (in seconds) after which a user may perform another attempt to process a transaction (for example, authorize or capture) if the processing center has not returned any result for the previous attempt because of a loss of connection or some other reason. |
| Number of Additional Synchronization Attempts | The number of additional attempts to establish a connection that the system should perform once it has received an incorrect response from the processing server. You can specify a value from 0 to 10. If you specify 0, the system performs only one synchronization attempt. |
| Delay Between Synchronization Attempts (ms) | The time interval (in milliseconds) between the synchronization attempts. You can specify a value from 0 to 1000. |
| Element | Description |
|---|---|
| Create Additional Customer Profiles |
A check box that indicates (if selected) that an additional customer profile will be created for a customer account on the Authorize.Net or Stripe side if the number of payment profiles created for the customer account exceeds the value specified in the Maximum Credit Cards per Profile box. This check box is displayed if Authorize.Net API or Stripe plug-in is selected in the Payment Plug-In (Type) box. |
| Maximum Credit Cards per Profile |
The number of payment methods allowed for each customer account. The default value is 10 according to the internal restrictions of Authorize.Net, and we strongly recommend that you do not increase the value. The check box is displayed if the Create Additional Customer Profiles check box is selected in this section. |
| Element | Description |
|---|---|
| Number of Reauthorization Retries | The maximum number of attempts to reauthorize a card payment. The default value is 3. |
| Reauthorization Retry Delay (Hours) | The delay between attempts to reauthorize a card payment. The default value is 3. |
| Element | Description |
|---|---|
| Import Settlement Batches | A check box that indicates (if selected) that settlement batches can be imported for the processing center. For payments for this processing center, the Cleared check box will be selected on the Financial tab of the Payments and Applications (AR302000) form after the import of the settlement batch. |
| Import Start Date |
The date on which the import of settlement batches can start. This check box becomes available and required if the Import Settlement Batches check box is selected. Note: If the import of settlement batches was turned off for some
time (that is, if the Import Settlement
Batches check box was cleared) and then
restarted, a new import start date can be specified.
|
| Last Settlement Date | The date on which the most recent settlement batch for the processing center was successfully settled. This box is read-only. |
| Deposit Account |
The cash account in which the settlement batch will be deposited. This box is available and required only if the Import Settlement Batches and Automatically Create Bank Deposits check boxes are selected. You can select only non-clearing accounts, that is, accounts for which the Clearing Account check box is cleared on the Cash Accounts (CA202000) form. |
| Automatically Create Bank Deposits | A check box that indicates (if selected) that the system will automatically create bank deposits after importing the settlement batch. |
Fees Tab
If a settlement report includes fees, these fees are displayed by the system on the Settlement Batches (CA307000) form and are added to bank deposits as charges. On this tab you have to specify the bank deposit charge and entry type for each fee type.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Fee Type | The type of fee used by the processing center. Only one line for each fee type can be added. |
| Entry Type |
The entry type that should be specified in the charge in a bank deposit for the corresponding fee type. You can select an entry type for which CA is specified in the Module column on the Entry Types (CA203000) form. |