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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 + Category button.

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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 for a specific category.

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Create a New Gateway

Select Gateways → Gateway List then click the smaller green + button.

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Enter the gateway information into the General Details section.

Title - A name or identifier for the gateway.
Category - The category that this gateway corresponds to.
Gateway - The gateway.

Gateways will also have additional inputs. These inputs will be different depending on the gateway, but at least one will relate to required credentials as provided by the merchant provider. For more information on your specific gateway, please locate it in Gateways.

(Optional) Enter the contact information related to the Gateway in the Customer Service section.

Used in autoresponders

Phone # - The customer service phone number that customers should call related to the gateway.
Chargeback # - The customer service phone number for chargebacks on the gateway.
Email - The customer service email that customers should use related to the gateway.
URL - A support web page related to the gateway.

(Recommended) Enter the gateway information into the Limits section.

Used for various calculations related to gateway costs

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.
Reserve Rate - This is a percentage on billings that the bank keeps in a rolling reserve.
Transaction Fee - This is a flat rate that is charged by the gateway for each transaction.
Chargeback Fee - This is a flat rate that is charged by the gateway for each chargeback.
RDR Free - This is a flat rate that is charged by the gateway for each RDR refund. See RDR for more information.

Select the desired Additional Options.

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 Prepaid Cards - 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.
Direct Cascade Profile - (Optional) The cascade profile used to reattempt soft declined initial transactions. See Cascade Profiles for more information.

Select the desired Accepted Payments.

eCheck - Check this if your gateway allows eCheck transactions.
Mastercard - Check this if your gateway allows MasterCard Cards.
Visa - Check this if your gateway allows Visa Cards.
AmEx - Check this if your gateway allows American Express Cards.
Discover - Check this if your gateway allows Discover Cards.

Enter the gateway information into the Gateway Details section. These are all acquired by the merchant provider.

Descriptor - The descriptor as provided by the merchant provider.
Mid # - The mid number as provided by the merchant provider.
Processor - The processor as provided by the merchant provider.
Merchant Category Code - The merchant category code as provided by the merchant provider.
Acquirer Bin - The acquirer bin as provided by the merchant provider.

Please review all information for accuracy before creating a new gateway.

When you are finished entering your gateway information, click the green Create Gateway button.