If you're using IPPay as your processor, this article describes the steps necessary to connect Payment Center to your IPPay account.
IPpay Set up:
- Sign up for an IPpay account. You can visit their website for more details.
- After signing up, make sure to obtain the Terminal ID from IPpay, as you would be needing this information to connect Payment Center to your IPpay account.
Payment Center Settings
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Navigate to Payment Center Settings.
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Within Payment Center Settings, locate and select "Payment Processors."
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Click New button | Look for IPPay in the list of payment processors and select it.
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Choose IPPay as the Processor and input "IPPay" as the Processor Name.
Add the Terminal ID as provided by IPpay. - Check ‘Use As Default’ and Save.
Testing
- From Processor Settings switch to Test Mode.
- Change the mode to "Test" to configure the integration for testing purposes.
- Alternatively, you can use the Payment Center pre-installed IPPay test account. Ensure that the option 'Use Kulturra Test Account' is checked.
- Check 'Use As Default': Your IPPay integration within Salesforce is now configured for testing.
- Live flag should be unchecked, as shown below:
To do a test payment transaction, do the following:
- Go to Payments tab then click New.
- Select IPPAY as the Payment Processor.
- Use the following credit card information:
- Credit Card Type : Visa
- Name on Card : Any name
- Credit Card Number : 4111111111111111
- Expiration : Any future date
- Follow onscreen instructions until you successfully process the payment.
Additional Settings
- Require CVV2 – check this box if you require the security code (CVV2) for every payment.
- Enable eCheck – check this box to enable eCheck or ACH payments.
- Default Business Checking – there is an option when paying by ACH asking whether the account is a business checking account or not, check this box to default the option to true.
- Enable Tokenization
- Require Billing Address – check this box to require the billing address when paying by credit card.
- Require Billing Zip/Postal Code – check this box to require just the zip code.
- Enable Card-Present Transactions – more information about this flag can be found here
Going Live
- To go live, go to Payment Center Settings tab. Under Payment Processors related list, click IPPAY.
- Check Live and Use As Default boxes, then click Save:
- Also ensure that your IPPAY account is in live mode.
Availability: Winter '24