Configuring Payment Gateway Providers
- Persia Xenopoulou (Deactivated)
- Former user (Deleted)
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Table of Contents
Navigating to Payment Gateway Providers
FINANCE > PAYMENT GATEWAYS > GENERIC GATEWAYS > SET UP PAYMENT GATEWAY PROVIDERS
What are Payment Gateway Providers?
Payment Gateway Providers are used to define the parameters which are necessary for CRM.COM to communicate with each Payment Gateway.
- Navigate to Payment Gateway Providers and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW Generic Gateway, modify (EDIT) or DELETE an existing one.
- Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Payment Gateway Providers
- Click on the Audit Trail button to view a log of changes performed on the displayed Payment Gateway Providers.
Check the Validations Table below for a list of available Actions when working with Payment Gateway Providers, including each Action's related validations. View the Attributes Table for a comprehensive description of the Payment Gateway Providers fields.
Validations
| Action | Validations |
|---|---|
| Create |
|
| Edit |
|
| Delete |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
Name * | The name of the Payment Gateway Provider. |
| Alternative Code * | The alternative code of the Payment Gateway Provider. |
| Description | The description of the Payment Gateway Provider. |
| Payment Gateway * | The related Payment Gateway, which can be one of the following:
The Payment Gateway is set automatically depending on the process that accesses, creates or modifies each Payment Gateway Provider. |
| Life Cycle State * | The Life Cycle State of the Provider, which can be 'Effective' or 'Not Effective'. |
| Supported Attributes Defines the attributes that are supported and can be used by Payments which are processed by the specific Payment Gateway | |
| Payment Methods A set of Payment Methods which are linked with the Payment Gateway | |
| Payment Method * | The name of the Payment Method. Which is related with a specific Gateway Payments posted using the specific Payment Method will be submitted to that Payment Gateway, provided the information requested by that Gateway are specified. Payment Methods cannot be included in more than one Payment Gateway Provider. |
| Currencies A set of currencies which are supported by the Payment Gateway. | |
| Currency * | The list of currencies (supported by the Payment Gateway)
|
| Payment Cancellation Causes A set of Payment Cancellation Types which are linked with the Payment Gateway | |
| Payment Cancellation Type * | The name of the selected Payment Cancellation Type. The Payment Cancellation Types that will cause a Payment Cancellation to be submitted on the Payment Gateway when they are posted. The Payment Cancellation will be created only if the Payment that was cancelled was also submitted to that Generic Payment Gateway and processed successfully. |
Automation Settings Defines a set of attributes which are used throughout automated processes which are applied for each Payment Gateway Provider, such automatic Bill Payments or Wallet Top-ups. | |
| Payments Defines the default values which will be used whenever auto Payments are created in order to pay unsettled Bills or to Top-up Wallets. | |
| Default Type* | The default Payment Type that should be set on auto-created Payments. |
| Default Payment Method* | The default Payment Method that should be set on auto-created Payments. The Payment Method should also be included in the list of supported Payment Methods. |
| Default Category | The default Payment Category that should be set on auto-created Payments. |
| Default Notes | The default notes that should be set on auto-created Payments. |
Allowed Application Servers AVAILABLE FROM CRM.COM R10.0.0 'Allowed Application Servers' are available only if there are more than one registered Application Servers in the System. Multiple Application Servers can be added, although it is not mandatory to have any 'Allowed Application Servers'. If no Application Server is added in the 'Allowed Application Servers', then all the registered Application Servers are allowed. | |
| Application Server | The Application Server that will be allowed. The Application Servers are filtered based on the organisation group of the logged in User. |
| Added By | The Name of the User that added the Application Server. This information is set automatically. |
| Added On | The date on which the added server was restricted. This information is set automatically. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |