Difference between revisions of "CreditLine Setup Guide"

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(CreditLine Setup Steps)
(CreditLine Setup Steps)
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# [[CreditLine Settlement Configuration|Setup Settlement Configuration]].
 
# [[CreditLine Settlement Configuration|Setup Settlement Configuration]].
 
# [[CreditLine Authorization Configuration|Setup Authorization Configuration]] <br><font color=#ff0000>&rarr; If you used '''Apply To All Auths''' in Settlement Configuration step above, you can '''skip this step'''.</font>
 
# [[CreditLine Authorization Configuration|Setup Authorization Configuration]] <br><font color=#ff0000>&rarr; If you used '''Apply To All Auths''' in Settlement Configuration step above, you can '''skip this step'''.</font>
 +
# [[CreditLine_Configuration_Reload|Reload the configuration]] and check the '''[[CreditLine Manager Info Panel]]''' for '''improper setup warnings'''.
 
# [[CreditLine Server|Start CreditLine Server]].
 
# [[CreditLine Server|Start CreditLine Server]].
 
# [[CreditLine Merchant Account Test|Test and troubleshoot your new setup]]
 
# [[CreditLine Merchant Account Test|Test and troubleshoot your new setup]]

Revision as of 02:09, 16 January 2007

This article is part of the
Payment Processing Software Library

Categories

Get it...

Credit Card Software
Download

Install it...

Installation
Upgrade & Migration

Connect to it...

Point Of Sale Integration

Set it up...

Quick Start Guide
Setup
Processor Setup

Licensing

Learn to use it...

Manual & User Guide
Knowledge Base
Frequently Asked Questions
Compliance Guide
Merchant Account Rates
User Interface Guides

Fix it...

Errors & Troubleshooting
Knowledge Base
Corrupted Install Repair

Get Help...

Contact
Processor Support Contacts

More Info ...

Glossary
Articles

See also...

911 Software
Help

CreditLine Payment Processing Software Setup. This site can also be reached at http://docs.911software.com

Looking for better rates?   Get a Free Credit Card Processing Cost Comparison!

CreditLine Setup Steps

  1. Start CreditLine Manager.
  2. Setup User Accounts and Security
  3. Setup Business Configuration.
  4. Choose a supported processor.
  5. Print Setup Sheet for your chosen processor (optional).
  6. Setup Connection Configuration.
  7. Setup Settlement Configuration.
  8. Setup Authorization Configuration
    → If you used Apply To All Auths in Settlement Configuration step above, you can skip this step.
  9. Reload the configuration and check the CreditLine Manager Info Panel for improper setup warnings.
  10. Start CreditLine Server.
  11. Test and troubleshoot your new setup
  12. License your new setup
  13. If you require multiple merchant accounts to run on the same server, follow CreditLine Multiple Merchant Account Setup.
→ Don't forget to reload the configuration to apply changes!

Advanced Setup

See Advanced Setup Guides.