This article will provide instructions on how to set up your gateways and gateway categories
Add a Gateway Category
You will want to categorize your gateways by the corp they were acquired by. This is necessary to prevent cross-corping.
Select Gateways → Gateway List then click the green + Button located next to the blue Edit Button:
A pop up box will appear. Put the new category name in the field and click on the green Create Category Button.
Once you create the categories, you can use the Category dropdown at the top of the gateway list to filter to a specific category.
2. Create a new Gateway
Select Gateways > then click on Gateway List > then click the smaller green + button:
Enter a Gateway Title and select the category.
Select the desired Gateway and enter the credentials for the gateway.
Enter the contact information related to the Gateway in the Customer Service section:
(Optional: Used for tokens on autoresponders)
Phone #: The customer service phone number that customers should call related to this gateway.
Chargeback #: The customer service phone number for chargebacks on the gateway.
Email #: The customer service email that customers should use.
URL: A support web page related to the gateway.
Enter the gateway info into in the Limits section:
Monthly Cap - This is the total volume per month that is allowed to process on the gateway. The CRM can calculate your cap usage two different ways:
The first calculation includes only gross billings against the gateway and ignores refunds (this is default).
The second calculation shows net billings and includes refunds to give the net billings for the month. You can enable the second option by checking Include Refunds.
Discount Rate - The discount rate associated with the processor. This a percentage of volume taken by the bank on every sale.
Transaction Fee - This is a flat rate that is charged by the gateway for each transaction.
Reserve Rate - This is a percentage on billings that the bank keeps in a rolling reserve.
Chargeback Ratio - This is the threshold for Chargeback rates.
Enter the Descriptor and Mid #, these are required and can be acquired by the merchant provider.
When you are finished entering the information for the MID, click Create Gateway button.
Additional Options and Accepted Payment:
Enabled - Whether or not to allow any sales on the gateway. When this box is deselected, no sales are allowed to process against the gateway.
Block Pre-Paid - Whether or not to allow prepaid cards to process against the gateway. If checked, prepaid cards will be blocked.
Block Debit Cards - Whether or not to allow debit cards to process against the gateway. If checked, debit cards will be blocked.
Echeck - check this if your gateway allows eCheck transactions.
Mastercard - check this if your gateway allows Master Cards.
Visa - check this if your gateway allows Visa Cards.
AmEx - Check this if your gateway allowed American Express Cards.
Discover - Check this if your gateway allowed Discover.
Note: Please review all information for accuracy before creating the new gateway.