Payment Vendor Licences

Brokerages in the United Kingdom use this area to configure licences for payment vendors with whom they have established a contract to process credit card transactions. This functionality is not applicable to North American organizations.

Before you can process credit card transactions, you must establish a contract with a payment vendor and configure a licence for that vendor. The vendor will provide you with API Integration Key, API Integration Password, and Environment information for each licence. You can associate each licence to all or specific brokerages and branches.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click Areas > Configure on the menubar.
• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays

2. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
3. Click Payment Vendor Licences on the navigation panel.
4. A list of the payment vendor licences in your system displays. To change the sort order, click the column heading.
   
   You can do the following from here:
• Add a Payment Vendor Licence
  1. Do one of the following:
  • Click the Add button to the left of the list.
  • Click New > Payment Vendor Licence on the options bar.
  • Click File > New > Payment Vendor Licence on the menubar.
  • Press [Insert] on your keyboard.
  2. Choose a Payment vendor from the list and click Continue.
  3. Enter a Description. This is the only information that the vendor does not provide. The Description displays to help users select a vendor when processing a credit card payment, so make sure it is clear.
  4. Enter the Vendor Name.
  5. Enter the API Integration Key.
  6. Enter the API Integration Password.
  7. Select the Environment.
  8. Click Finish to complete the record.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes.
  9. Select the licence you just added and click the Edit button.
  10. Choose All Structures or Selected Structures.
      
      Clicking the Selected Structures radio button enables the list below it. To associate a structure to the licence, click the Add button to the left of the structure list. Select the checkbox(es) next to the appropriate structure(s) and click Finish.
      
      To remove a structure association from the licence, click to highlight the structure and then click the Delete button to the left of the list.
  11. Click Finish or press [Enter] to complete the record.
      
      Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
• Edit Payment Vendor Licence
  • To edit the Payment Gateway information, select the licence and click Actions > Edit Payment Vendor Licence. Make the necessary changes and click Finish.
  • To edit the licence’s structure associations, click the Edit button to the left of the list.
  1. Choose All Structures or Selected Structures.
     
     Clicking the Selected Structures radio button enables the list below it. To associate a structure to the license, click the Add button to the left of the structure list. Select the checkbox(es) next to the appropriate structure(s) and click Finish.
     
     To remove a structure association from the licence, click to highlight the structure and then click the Delete button to the left of the list.
  2. Click Finish or press [Enter] to complete the record.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
• Delete a Payment Vendor Licence
  1. Click to highlight the payment vendor in the list on the right.
  2. Do one of the following:
  • Click the Delete button to the left of the list.
  • Press [Delete] on your keyboard.
  3. You are prompted, "Do you wish to delete this record?" Click Yes.
• Print a List of Vendor Licences
  1. To print the current list, do one of the following:
  • Click the Print button to the left of the list.
  • Click Print > Listview on the options bar.
  • Click File > Print > Listview on the menubar.
  2. The Print window displays. Print this list as you would any other document.