How to Add a Payment Account

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Overview

• Only Administrators can add a Payment Account a collection of information related to a specific business arrangement between a merchant and a third party used to obtain compensation for products or services. Introduced with MCPM 1.0 and SE Version 7.1. May also be referred to as a Payment Processor Account or Gateway..
• Payment Accounts represent each set of credentials used to access specific payment gateway accounts for the purpose of executing payment transactions. The kinds of credentials required for a given Payment Account depends on, and are unique to, the selected payment gateway.
• You may use different Payment Accounts for payment transactions originating via Manual Orders, the Point-of-Sale system, or in orders imported from specific shopping carts by associating them with any of the those specific Payment Sources.
• Previous releases of Stone Edge identified gateway credentials (user name, password, etc.) through the Credit Cards group of the System Parameters or Cart Based Parameters. With the release of Stone Edge 2012 V7.1, payment gateway credentials are no longer contained within the Stone Edge application. All payment gateway configurations take place in the Payment Module at the Payment Accounts and Assignments screen.
• Payment gateway credentials defined as “password” type data points are not visible once the value is submitted (the cursor is moved to another control). Please be certain to review the values you enter here prior to submission, as there is no secondary confirmation of the value entered.
• Also be careful not to include extra non-printing characters, such as a blank, when copying and pasting values into parameters as it may cause validation problems at the payment gateway.

Procedure

1. Log into the program with an Admin User ID.
2. At the Main Menu, select Payment Account Mgr.

3. In the Payment Accounts section of the Payment Account Assignment screen, click New.

4. The Add Payment Gateway Account screen opens.

4. Enter a unique, "friendly" name in Acct Name to refer to the new payment account. The name is limited to 255 characters, however, it is recommended to keep the name short for ease of use throughout the Payment Module.
5. Select the payment account type from Gateway.
6. The fields unique to the selected gateway appear on the Access Credentials tab. When a field is selected, a description of the field is displayed at the bottom of the window. Refer to the Knowledge Base topic for the selected payment processor/gateway for more details about its credential fields. To change the data in a field you must double-click in the field to open it for editing.
7. When finished entering the required data, click Save to return to the Payment Accounts and Assignments screen.
8. Select New to create another payment account or Save to return to the Main Menu.

Additional Information

How to Edit a Payment Account

Main Menu

Payment Account Assignment

How to Associate Payment Accounts with Payment Sources

Created: 11/21/12

Revised: 12/9/13

Published: 04/13/2016