|1)||You must have an account with either PayPal, Authorize.net or with QuickBooks Merchant Service.|
|2)||If you are already using QuickBooks Merchant Service to process payment with QB POS you must acquire another QBMS account to process online store payments.|
|3)||Contact your payment processors to get the Transaction Key to test can authorize the connection between and you payment processor.|
|4)||Only one payment processor (at a time) can be used to process offline payments.|
The process of making an offline payment allows Unify Desktop to capture payment details from the online order.
Use the Payment screen if you want to use Unify Desktop to process offline payments or capture a previously authorized transaction. Unify Desktop currently supports Authorize.net, PayPal, and QuickBooks Merchant Service as payment processors.
|•||Select 'No, my online store processes payments' if payment processing is done at your Online store. In this case, all your orders will be received in Paid status and Unify Desktop will download the transaction ID from your store (if available).|
|•||Select 'Yes, use Unify Desktop to process payments', if you'd like Unify Desktop to handle the payment processing. Unify Desktop currently supports Authorize.net, PayPal, and QuickBooks Merchant Service as payment processors.|
|•||Select 'Yes, use Unify Desktop to CAPTURE payments that are AUTH-ONLY in my online store', if your online store has authorized the transactions but they are yet to be captured. (Only supported with Authorize.net and PayPal). Unify Desktop must be able to download the transaction ID of the authorization from your online store in order to capture the payment.|
|•||Authorize.Net: Use this option to configure Authorize.net to process payments for your online orders. Enter the Merchant Login and Transaction key provided by Authorize.net. Click on Test Connection to Authorize.net to verify your settings.|
|•||PayPal: Use this option to configure PayPal to process payments for your online orders. Enter the Username, Password and Signature provided by PayPal. Click on Test Connection to PayPal to verify your settings.|
|•||QuickBooks Merchant Service: Use this option to configure QuickBooks Merchant Service to process payments for your online orders. Click on Create New Connection Ticket button to get Connection Ticket provided by QuickBooks Merchant Service. Click on Test Connection to QuickBooks Merchant Service to verify your settings. To learn how to get a Connection Ticket click here|
Use this screen to map your online store payment methods with methods you have setup in QuickBooks. Unify Desktop will display a list of Card Types and Payment Methods that are enabled in your online store on the left side. On the right side you'll see a drop down with list of payment methods setup in QuickBooks. Select the values and click the SAVE button. Unify Desktop also provides an option to enter text corresponding to your online store payment method and the ability to setup a default Payment method.