Interfacing PC ChargePayment Server with Focus



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Transcription:

Interfacing PC ChargePayment Server with Focus When you have decided to use the PC Charge Payment Server software with Focus, this feature will allow you to process credit cards through your credit card processor. The instructions below will show you some tips on configuring your PC Charge Payment Server software. When you first run the PC Charge Payment Server software, you must insert your serial number that comes with the PC Charge Payment Server package. Please write this number down for future reference because when you need technical support from Verifone, as they will not even open a tech support ticket until this number is supplied to them. When you purchased PC Charge, you were given 1 year of toll free tech support with Verifone, and they can be reached at (800) 837 4366 After the serial number is entered, you will be prompted to enter some of your bank and processor information. All of this information comes from your credit card processor. Using our examples below, we will show you how US Steltronic setup our system to work with NOVA credit card processing. After you have entered all the information into the PC Charge wizard, let s go back and make sure a few key fields in the PC Charge software are set correctly. 1 st, click on the menu and select Setup, then Configure system (as shown below) Looking at the next screen below, there is a field called Last Valid Year. This box is asking you up to what year you will accept credit cards. We have chosen the year 2014 as we know that currently the American Express cards are expiring at a much later date than VISA cards.

Now please click on the advanced button, to see the screen below.

Notice that we checked the box for using TCP/IP connections. This will allow your credit cards to be processed using your internet connection which must be online all the time. Take note of the Local Port Number, you will need this number later to setup Focus software properly. When you return to the previous screen, please click on the Duplicate Checking Screen, and you will see the screen below. This screen is where you setup the system to stop a credit card from being processed more than once as a duplicate transaction. We set our system up for 2 seconds because there might be times where you try to process the card, but the system was offline and you have to try again.

Now we are finished with the System setup, let s go back and check how your credit card company was setup. Looking at the screen below, please make a note of the credit card company. It will be shown in all CAPITAL LETTERS. You need to make a note of the word in parenthesis, as we need this for later use when setting up Focus. In our sample below, we know this to be: NOVA

Please click on the extended button and you will see this screen below. Notice we have selected Host, Retail, and our bank number is blank for this manual only. Your bank number will be shown. Now click on the advanced button and you will see this screen below. Make sure you select Use TCP/IP, and press OK.

Now that you have successfully setup your PC Charge Payment Server credit card software, we can move onto the Steltronic Focus setup so that both programs communicate with each other. Using the Windows explorer, you need to browse to the folder as shown below. C:\program files\steltronic\focus Please double click on the file called Steltronic.IBCMS.PairServer.exe.config, and make sure you open this file with Windows notepad so it can be edited. Once the file is opened, you need to make some changes to this file. Do you remember your credit card processor name? Do you remember your TCP/IP port number?

Once you have made the changes to this XML file above, save your work clicking on the red X in the upper right corner of the current window, and Windows will ask if you want to save the file, you confirm with a YES. Now that you have setup your credit card system, and you have informed Focus how to interface with PC Charge Payment server, you need to stop the service manager and then restart it. In the lower right corner of your Windows desktop, you will find this green colored icon. Using your right mouse button, right mouse click on this icon, then select restart lane server service

This will temporarily disconnect your desk terminals, then after a few moments, they will connect again and show the lane icons. When you process a transaction in Focus, and you click on Pay Now, you will now see this screen below to have a green bar that says you can swipe a credit card through the Steltronic magnetic card reader, or if the card magnetic stripe is damaged, you can always manually type in the credit card number by clicking the manual insert credit card number

When using PC Charge Payment Server with Steltronic Focus, it is best to make sure the software is always running properly on the server. If you have placed the PC Charge in your Windows startup folder, when Windows has started, please do the following in the PC Charge software: 1 st, click on the PC Charge Icon in your Windows task bar: You are now presented with this screen below. Click on the Ok button:

Next, you need to sign on, or if you are not a user in the PC Charge system, click on the anonymous button.

Next, you can click on the minimize button here: Now you can process credit cards with Focus automatic scoring systems.