CreditLine Settlement Configuration

From Payment Processing Software Library
Jump to: navigation, search
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 CreditLine Setup. This site can also be reached at http://docs.911software.com

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

It is highly recommended that you upgrade to version 3.03.09 or later, as the setup is greatly simplified

Settlement Configuration

Start the CreditLine Manager

From CreditLine Manager Top Menu → ConfigurationsSettlement Configuration
'Select a card/payment typeEdit
  1. Select Default and click Edit.
    → Note: do not configure American Express to settle to anything except Default unless you have setup a separate Reverse PIP Amex IP account.
  1. Enter CreditLine Settlement Parameters Dialog
  2. Configure the Settlement by selecting the correct Net Type ;
    See Authorization Configuration for info on Apply To All Auths checkbox
  3. Click Merchant Setup to enter Merchant Setup Dialog and configure Merchant Info

Processor Setup

Follow CreditLine Processor Setup Guidelines for individual processor setup.

Default Dial-Up Numbers

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.

Apply To All Auths Feature

If you use Apply To Auths in CreditLine Settlement Configuration, you do not need to setup the CreditLine Authorization Configuration.

ApplyToAuthsOnly.gif

→ If Apply To Auths is checked, version 3.03.09 and up propagates the Merchant Setup in CreditLine Settlement Parameters Dialog to the Authorization Configuration in CreditLine Authorization Parameters Dialog for all accepted cards of the same class.

For older versions see CreditLine Apply To All Auths Legacy

Checking For Errors

PLEASE, check CreditLine Manager Info Panel for errors after CreditLine Configuration Reload.

Also See