Template:Merchant Account Setup Guidelines

1) Merchant account must be flagged for use with CreditLine Credit Card Software or 911 Software CreditLine Credit Card Software(not "Generic Software" or anything else).

2) Setup your accounts as Terminal Capture (data remains on the terminal and is settled there) NOT Host Capture. In other words, make sure that the account is setup for "Auth and Fund" (EDC Service Type 7) or "Auth and Capture" , not just "Auth" (EDC Service Type 0) or just "Purchase". This does not apply to processors that only support "Host Capture" (such as AMEX IP). Confirm that the account is NOT set for auto-capture/auto-settlement.

3) If you are planning to accept American Express/Discover, ask your credit card processor to enable it. 60% of the setup problems are due to the processor forgetting the enable/setup American Express cards on the account. This will cause batches to fail if there are any AMEX cards present. If you are not planning to accept AMEX, make sure "card is accepted" is NOT checked in AMEX Authorization Setup page.

4) Make sure that the Authorization Configuration for ALL CARDS and Settlement setup have the same setup or point to the same account (in most cases they have to be). Check CreditLine Manager Info Panel for warnings.

5) ALWAYS call processor support after the first batch to check if the transactions in question have been received by the credit card processor. If transactions are not received, check Authorization and Settlement Setup for EVERY CARD. In initial setup it is possible to overlook the fact that some cards are not setup to go to the live account that you are using. See CreditLine Setup Guide for setup instructions if a problem occurs.

6) When troubleshooting your merchant setup please call your processors and ALWAYS ask for PC Support or Advanced Product Support. They are the only ones who can help you directly. Your bank or processor customer service will not be able to have proper access to your account and will cause delays

7) Merchant Account changes may invalidate your license - please check with your CreditLine Authorized Reseller before changing processors

8) Don't forget to reload CreditLine confiration to apply the changes!

9) Check CreditLine Manager Info Panel for warnings after following step 9)