These instructions explain how to edit a legacy payment gateway.
You can continue using your legacy payment gateway, but please note that any changes made to the gateway by the service provider could disrupt your online payment system.
The new gateway integration platform is designed to avoid these disruptions and seamlessly update as required. For instructions about setting up payment gateways in the new integration module, see the topic Define Payment Gateways above.
1.To edit a Legacy Payment Gateway Definition, double-click the relevant record in the Payment Gateway Definitions selection grid.
2.The Payment Gateway Definition edit form opens.
3.The Payment Gateway Definition edit form typically has two sections:
a.The General Settings are the same regardless of which Payment Method you select.
b.Payment Settings: The gateway-specific Payment Settings in the bottom tab vary, depending on the Payment Method selected.
4.Payment Method: Under General Settings, the Payment Method will be selected in the drop-down.
5.Item Code and Description: These fields contain the Item Code and Description for this payment gateway.
6.Item #: The Item Number determines this record's place in the sort order.
7.Payment Type:
a.This is the EventPro Payment Type assigned to payments coming from this online payment gateway.
b.This drop-down is populated by your Setup Payment Types, although it will only show those payment types that have been flagged as "Available Online".
8.Pay Now Caption: This text appears on the EPConnect "Pay Now" button.
9.Submit and Pay Now Caption: This text appears on the EPConnect "Submit and Pay Now" button.
10.Invoice Lookup: In most cases, this will be set to Invoice Number, unless you are otherwise instructed.
11.Record Payment: This checkbox is selected by default, assuming that you want to record EPConnect online payments made through this gateway. Normally, you will want to leave this checkbox selected in order to record online payments for your EventPro financial records
12.Payment Settings: As noted earlier, the Payment Settings will vary, depending on the particular Payment Method you selected. Follow the relevant link for the Payment Method you selected:
13.You can view additional information about recording payments in the topic Recording Payments in EventPro.
14.When you have entered all of the information for this payment gateway definition, click Save or Save and Close in the navigation ribbon above.
15.You will return to the Payment Gateway Definitions selection grid.
16.When you are done defining Payment Gateways, you can assign a Default Gateway.
