Credit Card Processing Setup AL-Pro and Workstations

Transcription

1 ALS / AL-Pro Customer must do the following before Activating Credit Card Processing (hereon after will be referred to as CCP) 1. New Encrypted Credit Card Database will reside on a Non-Internet facing server 2. AL-Pro Customer setups up Merchant Account compatible with Vital / TSYS 3. Merchant Account Provider supplies Merchant information to ALS to setup account on-line 4. ALS will setup Credit Card server with Merchant account information and process test transactions then Batch. 5. AL-Pro customer and Merchant account Provider contact ALS once batched transactions have been posted and customer verifies clear rates are accurate. 6. When account has been verified, ALS will Link AL-Pro Application to Credit Card Server (Special System AL-Pro CCP: Enter Port and IP Address) Once AL-Pro CCP has been activated new Security Flags surface that need to be setup: 1. Maintenance Bases a. Must Activate use of Credit Card module for each base and Assign the correct Merchant Account 2. Maintenance Company a. Must ID Card Guarantee Method 3. Maintenance Payment Types a. Must ID which pay type is connected to Credit Card Processing 4. Maintenance Computer Settings a. Must ID that specific workstation Uses CCP (Every computer will need to get this switched on if CCP was not setup on initial rollout) 5. Maintenance Users Users & Security Groups a. Must ID security Flags for each User Group Details about Each Setup: 1. Base Setup: Maintenance Bases Credit Card TAB a. Identify that Base will use CCP: b. Identify What Merchant Account to use : Page 1 of 5

2 2. Credit Card Guarantee setup: Maintenance Company Credit Card: Securely record a Customer Credit Card that can be used in payments. Guarantee VERIFIES the Credit Card the card is NOT authorize for any dollar amount on the customer s card a. Requiring AVS information on Guar b. Many methods for Guarantee Verification methods: i. We recommend Authenticate Card with no Charge Discard Failures. c. For Agencies that have Cards of File : Define number of days to start prompting that Expiration Date is expiring. i. Only users that receive the Batch Transactions prompt will be prompted with Agencies with Expiring Cards 3. Payment Type setup: Maintenance Payment Types: a. Since the Credit Card Processing system Identifies the Card Type, we recommend using a generic Credit Card pay type b. If you already have CC types in the pay types list (MC/Visa, discover, AMEX) we recommend inactivating the existing pay types then create new pay type c. When the Pay Type associated is used in Payments after you TAB pass the Amount due field the Credit Card Processing form will automatically open Page 2 of 5

3 4. Individual Workstation Setup: Maintenance Computer Settings a. Each Workstation using CCP need to have Uses CC Processing activated b. After activation you need to logout of AL-Pro and back in again to activate c. The ALDesk.INI file can also be updated instead of using Computer Settings i. Go to the C:\Aldesk directory ii. Open ALdesk.ini file (Configuration settings) iii. Change USECCPRO=0 to =1 Page 3 of 5

4 5. User Group Security Rights: Maintenance Users Users & Security Groups: Once CCP is activated the flags listed below will now appear as security choices. All are defaulted to NO (Not checkmarked) a. Menu Rights: b. Special Rights: Special Rights Flags CC Guar: Can override AVS Requirement CC Guar: Can View Full CC # CC Guar: Can View Guarantees from Reservations CCP: Can Adj. CC Amounts Prior to Batchout CCP: Can BatchOut Credit Card Transactions CCP: Can Change CC# Prior to Batchout CCP: Can Credit CC Not Previously Charged CCP: Can Override CVV/AVS Requirement CCP: Can See Full CC Numbers CCP: Warn of UnBatched Credit Cards Meaning When recording Cc Guar, allows user to uncheck "Use AVS" on the Guarantee form In the Reservation: Ability to see full card number used for a guarantee In the Reservation: Can see Guarantee, CC information will be masked For Un-batched items - User can Adjust the Posted CC amount in the Credit Card Processing Form. Amount Can only be adjusted lower then the due amount not higher. Gives ability to put transaction "On Hold" Batching button is enabled on the Credit Card Processing form. Gives ability to put transaction "On Hold" For Un-batched items - User can change the CC number when they View CC. Will see "View/Edit Account Info" button Usually a manager setting: If system is set to require CVV/AVS for manual cards - will be able to by-pass Enables the "View Account Info" Button on Credit Card Processing form User will receive a "Batch Status" prompt upon login. Can also see Process-->Review CC Batch Log c. To setup User Security Groups: i. User must have access to User Security Groups (Recommend small group has this access, preferably 1 person) ii. Highlight the User Group in the left side Grid and go to Menu rights or Special Rights and Page 4 of 5

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