Versa can connect to your credit card payment gateway and charges customers' card in the application when recording payments on orders and on invoices. The customer's credit card will be saved securely and can be used later.
We support a number of gateways such as Merchant e-solutions, Authorize.net, Paragon Payments. If you have a gateway and you want to know if it is supported, please contact us.
Go to setup menu, and Credit Card Payment Gateways to add a new payment gateway. Choose the correct gateway from the list. Different gateway would require additional information in order for Versa to connect to it.
If you have multiple accounts with different currencies, create additional payment gateway records in Versa.
Here are the fields required for different gateways.
Login Id, Transaction Key, and currency of the gateway. You can obtain API login id and transaction key from Authorize.net. Note this is not your authorize.net user name and password. You need to go into your Authorize.net account, click on the Account menu and then API Credentials & Keys. If you do not already have a API login id generated, you would need to create a new one. If you already have one created, user the one that already exists. Note that Authorize.net might now show transaction key for security purposes so you have to retrieve it from another place where you store the transaction key.
Versa uses CIM Customer Information Manager to store credit card numbers. Make sure your account has CIM enabled. See here for more details.
Profile id, Profile key and currency. You can obtain Profile id and Profile key from Merchant e-solutions.
Paragon Payment Solutions
Enter Username, password to log in, Merchant Key and currency.
You would also need to configure a hosted payment form in your Paragon account. This is used by Versa to securely store your customers' credit card information.
a) Log in your Paragon virtual terminal and add these 2 custom fields under Tools, Custom Fields. The field names must be CustomerBillToId and PaymentGatewayId
See screenshot below.
b) Click on hosted form under Tools , Hosted Payment
-Fields tab submit callback needs to be set . Contact Versa support on the exact URL to use.
- use POST for submit needs to be checked
- two added custom fields need to be marked as visible
Click on generate from the security tab under Tools , Hosted Payment
and copy over the username and password to the section Hosted Payment Form in Versa payment gateway setting.
Click on the Options tab for hosted payment. Enter a page title and check the checkbox Page is Active. Check Email pay notification if you want to be notified by email when you receive a payment. Also check the Support Customer and Payment Tokenization checkbox. See example below.