Difference between revisions of "CreditLine Settlement Configuration"
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{{CreditLine Header|CreditLine Setup}} | {{CreditLine Header|CreditLine Setup}} | ||
| − | + | <font color=#ff0000>→ '''It is highly recommended that you upgrade to version 3.03.09 or later, as the setup is greatly simplified'''</font> | |
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==Settlement Configuration== | ==Settlement Configuration== | ||
Start the '''[[CreditLine Manager]]''' | Start the '''[[CreditLine Manager]]''' | ||
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[[Image:Config_Settle.JPG|none|framed|From CreditLine Manager Top Menu → '''Configurations''' → '''Settlement Configuration''']] | [[Image:Config_Settle.JPG|none|framed|From CreditLine Manager Top Menu → '''Configurations''' → '''Settlement Configuration''']] | ||
| − | [[Image:Settle_Select_Type. | + | [[Image:Settle_Select_Type.gif|none|framed|'''Select a card/payment type'' → '''Edit''']] |
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| + | #Select '''Default''' and click '''Edit'''. <br>→ Note: do not configure '''American Express''' to settle to anything except '''Default''' unless you have setup a separate Reverse PIP [[CreditLine_AMEX_IP_Setup|Amex IP]] account. | ||
#Enter [[CreditLine Settlement Parameters Dialog]] | #Enter [[CreditLine Settlement Parameters Dialog]] | ||
#Configure the Settlement by selecting the correct '''Net Type''' ;[[Image:Global Settlement Setup.gif|framed|none|See '''[[#Authorization Configuration|Authorization Configuration]]''' for info on '''Apply To All Auths checkbox''']] | #Configure the Settlement by selecting the correct '''Net Type''' ;[[Image:Global Settlement Setup.gif|framed|none|See '''[[#Authorization Configuration|Authorization Configuration]]''' for info on '''Apply To All Auths checkbox''']] | ||
| − | #Click '''Merchant Setup''' to enter '''Merchant Setup Dialog''' and configure '''Merchant Info''' | + | #Click '''Merchant Setup''' to enter '''Merchant Setup Dialog''' and configure '''Merchant Info''' |
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==Processor Setup== | ==Processor Setup== | ||
Follow '''[[CreditLine Processor Setup|CreditLine Processor Setup Guidelines]]''' for individual processor setup. | Follow '''[[CreditLine Processor Setup|CreditLine Processor Setup Guidelines]]''' for individual processor setup. | ||
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| + | ==Default Dial-Up Numbers== | ||
| + | {{CreditLine Default Dial-Up Numbers}} | ||
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| + | ==Apply To All Auths Feature== | ||
| + | {{CreditLine Apply To All Auths}} | ||
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| + | ==Checking For Errors== | ||
| + | PLEASE, check [[CreditLine Manager Info Panel]] for errors after [[CreditLine Configuration Reload]]. | ||
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| + | ==Also See== | ||
| + | *[[CreditLine Merchant Setup Dialog]] | ||
| + | *[http://www.911software.com/doc/Setup/SetupGuide.htm Setup Guide] | ||
Latest revision as of 11:27, 30 August 2007
| This article is part of the Payment Processing Software Library |
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| Get it... | |
| Install it... | |
| Connect to it... | |
| Set it up... | |
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→ Manual & User Guide | |
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→ Errors & Troubleshooting | |
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| More Info ... | |
| See also... | |
CreditLine Payment Processing Software CreditLine Setup. This site can also be reached at http://docs.911software.com
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Contents
→ 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
- 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.
- Enter CreditLine Settlement Parameters Dialog
- Configure the Settlement by selecting the correct Net Type ;
See Authorization Configuration for info on Apply To All Auths checkbox - 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.
→ 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.
- Always check CreditLine Manager Info Panel for warnings after reloading the configuration
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.
