Before you can start processing your customers’ credit card payments, you require a merchant account with our gateway. If you have a live merchant account already, you can skip ahead and either use the Assisted Setup to configure NAV-X Credit Card with the live credentials or follow the steps below to update the Credit Card Setup with this information.
Enter Merchant Credentials
Merchant account information is entered in the Merchant Account Card. If you type “Merchant Account” in the search box, you will see the a list of all merchants configured already. There will be one account defined by default called “Default Merchant”. If you want to update the default merchant with your information, please click on the Description to open the card page. If you want to add an additional merchant, please click on “+ new”.
You should only create a new merchant account, if you have more than one merchant account with the gateway and want to define the merchant accounts to be used under specific circumstances, such as for different currencies or for different divisions. If you only have one set of live and test credentials, you must update the existing merchant.
The Merchant Card defines the details of the actual merchant configuration, such as the login credentials. The following table will explain the details of all fields that are available to be configured. At a minimum, you have to define the merchant credentials received from the gateway in the fields on the fast tabs called “Gateway” and “Connect”.
For each merchant you can select “Test” or “Live”. It is recommended to use the test mode only in the test or “Cronus” companies and the live mode in your production environment. When the merchant is in test mode, no live credit card transactions can be processed.
Authorization Expiration Calculation
Different banks have different time frames an authorization is valid for. After this time period, those authorizations expire, releasing the funds. Define the authorization period as a date formula in this field to allow the system to automatically reauthorize the authorizations before they expire.
Please contact your gateway for the best value to define here.
If this merchant is only valid for a specific country, please define the country code in this field. When selecting the proper merchant to use for a specific transaction or customer, the system will first select the merchant that matches the country code defined before looking for other merchants that could be valid.
Use for Dimension
If you have defined a dimension in the “Merchant Dimension Code” field on the Credit Card Setup, you can define a dimension value in this field. This will allow the setup of multiple merchants used for different departments, business lines, or other dimensions.
Use for Currency Codes
You can define multiple merchant accounts and each merchant account can be defined to be used for transactions in a different currency. This can be useful, if you have different merchant accounts to reduce the amounts of foreign exchange transaction charges.
If you have received the merchant credentials from the gateway, you can enter the Security Id, User Id, and Password for your live merchant connection here.
Enter the Security Id, User Id, and Password for your sandbox merchant here.
Credit Card Account Type
You can define a credit card clearing account as a balancing account for all credit card transactions. The clearing account will be used to reconcile transactions with the actual money received from your gateway.
You can select between a G/L Account and Bank Account. It is recommended to use a bank account as the credit card clearing account, since Dynamics 365 Business Central provides advanced reconciliation functionality for bank accounts, which will make it easier for you to keep track of your credit card processing.
Credit Card Account No.
Select a G/L Account or Bank Account from the drop down list. It is recommended to use a Bank Account and create a new bank account only as a credit card clearing account.
New Email Body Report Name
The “New Email Body” report allows the definition of the email body for emails sent to customers inviting them to sign up for the EBizCharge Connect Portal. You can use the default report provided with the software or create your own report.
New Email Body Report Layout Name
If you want to customize the wording of the email body for a new customer sign up for the EBizCharge Connect Portal, you can create a new layout for the specific report and update the texts. If you want to use the default body, please do not select any value in this field.
Email Sender Name
Enter the name that you want to show as the sender in an email that is sent to a customer inviting them to sign up for the customer portal.
Email Sender Address
Enter the email address that you want to use to send the email from to invite customers to the customer portal. This email has to be accessible from the account that is configured in the SMTP email setup.