CreditLine Business Configuration
| This article is part of the Payment Processing Software Library |
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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!
Contents
Warnings
- Other Auths do not match with default auth!
- This warning is due to some card setups differing from the default auth setup. For instance, VISA is setup with one merchant account and Discover is setup with another. See Apply To All Auths Feature in CreditLine Settlement Configuration Dialog for a quick fix.
- Did not batch for 15 days!
- Informs you that the site did not batch for 15 days or more. You can ignore this warning at the time of the upgrade since it is only valid after the first batch with the new version.
- Settlement And Authorization Do Not Match
- This means that settlement and authorization setups differ. See Apply To All Auths Feature in CreditLine Settlement Configuration Dialog for a quick fix.
- Invalid Setup File
- The setup file is corrupted or otherwise incorrectly setup. You can try checking Reset Config in CreditLine Business Configuration.
- Dialup phone numbers do not match the default for the processor
- The dialup numbers used do not match the ones that the program knows to be the default phone numbers for the chosen processor. If you are sure, that the phone numbers are ok, you can ignore this error. For Dial-up: the default dial-up numbers are programmed into CreditLine. If the phone number field is empty, it will be auto-filled after you click OK in Merchant Setup in CreditLine Settlement Configuration dialog. In the latest versions, you can also click Default next to the Phone Numbers fields to auto-fill them, otherwise, delete the phone numbers before entering Merchant Setup to use the auto-fill feature.
Business Configuration Steps
- Start CreditLine Manager
- Enter CreditLine Business Configuration Dialog
- Fill out the fields marked in red completely. Correct site name and business address are required for proper merchant acccount processing.
Name And Address
- Business Name1
- main part of the name of the business.
- Business Name2
- extended name of the business or number of the store/outlet.
- Address1
- main part of the address
- Address2
- secondary part of the address, such as suite number
- City, State and Zip
- this will be transmitted to the processor. → The city, state and zip have to match or errors will be generated by the processor.
- Phone Number
- Phone number for the merchant
- Credit Line Num
- Internal license reference or purchase order number (optional)
Backup Settings
- Journal Backup
- number of days the journals (batch information) will be stored.
- Log Backup
- number of days the logs will be stored.
→ See CreditLine Backup for more info
Processing Options
Multiple Transactions On Single Dialup
If Multiple Transaction On Single Dialup is checked, credit card software will send multiple transactions before hanging up while using a modem. → Leave it checked for IP connections.
Industry Type
Industry Type drop down dialog box sets the industry type.
→ Warning: the following issues may result in significant downgrade fees or non-qualified rates!
- Using older versions of payment processing software. Only the latest version may contain the most recent protocol and compliance features required to qualify for the lowest rates.
- Setting the wrong account industry type for some type of transactions. For more info see Industry Type in Business Configuration Dialog Box.
- Settling a batch after 24 hours
- Typed-in cards are treated the same as "card not present". Ultimately, the merchant provider determines the rate, some will grant discounts based on whether AVS, CVV or zip are being sent with the transaction, others will charge a higher rate no matter what.
- Foreign cards are high risk and will be charged non-qualified fees.
- Rewards cards, such as VISA Rewards Cards are charged a higher rate automatically.
- Sending in a tax amount and customer code (invoice number/folio number) are required for commercial cards or those will get higher fees. Version 3.03.14 SP4+ will do this automatically, regardless of what the POS is sending.
→Processors are becoming more strict with the qualification criteria as competition increases. After the first batch or after running a new type of transactions (such as card not present mail-order) check with your processor, whether the transactions that you have just entered qualify for the best available rates. Contact your dealler immediately, if there are any problems.
Advanced Options
Reset Config
This will reset the configuration to default settings. You can also use the test setup file ccv_info.dat included in 911\data\test folder with every install to obtain the latest defaults.
