With the Winter '24 Release, a new feature allows organizations to specify processors per Payment Method in an Entity. This enhancement allows organizations to use multiple processors for handling credit card payments, as well as multiple eCheck processors through entities.

Implementation

A new field called eCheck Processor (fw1__eCheck_Processor__c) has been added to the Entity object. This field allows you to set the eCheck processor that will be used in a particular entity. It is an additional feature to the existing Payment Processor field.

Sample Use Case

An organization uses multiple entities - one for each state and 2 processors each state to handle credit card and eCheck payments separately.

Example:

  • New York branch uses Authorize.Net - NY to process credit card payments and NMI - NY to process eCheck payments
  • California branch uses Authorize.Net - CA to process credit card payments and NMI - CA to process eCheck payments

Setting-up processors:

1. Create processor Authorize.net - NY

  • Use as Default : true
  • Enable eCheck : false

2. Create processor NMI - NY

  • Enable eCheck : true
  • Use As Default For eCheck : true
  • Do Not Allow Credit Card Payment : true
  • Use as Default : false

3. Create processor Authorize.net - CA

  • Enable eCheck : false
  • Use as Default : false

4. Create processor NMI - CA

  • Enable eCheck : true
  • Do Not Allow Credit Card Payment : true
  • Use as Default : false

Setting up Entities:

Create NY entity

  • Payment Processor : Authorize.net - NY
  • echeck Processor : NMI - NY

Create CA entity

  • Payment Processor : Authorize.net - CA
  • echeck Processor : NMI - CA

General rules

  • If organization uses entities, Invoices will use the processors in the “Payment Processor” and “eCheck Processor” fields in the Entity
  • If organization does not use entities, it will use Processor set as Use_As_Default__c = true and Use_As_Default_For_eCheck__c = true for eCheck payments
  • If organization uses entities and Payment Processor field is blank, the system will use Processor set as Use_As_Default__c = true and Use_As_Default_For_eCheck__c = true for eCheck payments

 

Availability: Winter '24