Once you are done with order processing, the next step is to configure your payment processing system. Payment processing within Unify Enterprise allows you to integrate your Paypal/Auth.Net or your Quickbooks merchant services account, so it can process payments offline for all orders or only for those orders that have been created manually in Unify Enterprise.
To setup payment processing
1. In the Payment screen, under 1. Use Unify Enterprise to process offline payments?
a. If you do not want Unify to process any offline payment, click No, my online store processes payments.
b. If you want Unify to process the payment, click Yes, use Unify Enterprise to process offline payments.
Note: You need to further select the payment processor for processing the payments as well as map payment methods and card types with QuickBooks.
c. If you have an AUTH system on the online store wherein payments are authorized but not taken, select the Auth-Only option.
This will complete the collection transaction after the order has been downloaded into Unify Enterprise.
2. Under 2. Select Payment Processor:
a. Click Authorize.net if you want to process payment through this payment provider.
b. Under Configure Authorize.net, enter your merchant login and transaction key; click either Authorized Amount or Capture only order Total and then click Test Connection to Authorize.net.
Upon successful login, a confirmation message gets displayed authorizing Unify to access your Authorize.net account.
Note: The merchant login and transaction key are the mandatory credentials, which you need to have for authorizing Unify to access the application. Check with your provider if you face any login issues.
c. If you have PayPal account, click PayPal to connect with this payment processor.
d. Under Configure PayPal, enter your username, password and signature in the respective fields and click Test Connection to PayPal.
Upon successful login, a confirmation message gets displayed authorizing Unify to access your PayPal account.
Note: If you want to map currency for international transactions, click Map Currency and setup the currency in the Map Country with Currency dialog box.
e. If you want to connect with QuickBooks Merchant service, click that option.
f. Type in the connection ticket in the Enter Connection Ticket here.
Note: If you do not have the connection ticket, click Create New Connection Ticket. You will be directed to the intuit Payment Solutions screen, where you need to login and generate the new connection ticket.
g. If you want to reconcile in QuickBooks, click to select this checkbox.
h. Click TestConnection to QuickBooks Merchant Service.
Upon successful login, a confirmation message gets displayed authorizing Unify to access your QuickBooks Merchant Service.
3. Click Map Payment Methods & Card Types with QuickBooks to map a payment method on the online store with a payment method in your accounting software.
Ex: Assume that your online store payment method is 'chkatstore'. You can map the payment method with your accounting software method 'Cheque to be received instore'. The new mapped method is what will be displayed in your invoice as well. This option can also be used to create a new payment method and set a default payment method
4. In the Payment Mappings dialog box:
a. Type the payment method in the Add new Payment Method field, if you want to define a new payment method.
b. Click Add New Method to add this method to the list of existing options (gets appended as a bottom row in the displayed table).
Note: You can click Delete to the right of the row to delete the new method.
c. If you want to set this new method as a default method, click Set As Default Method.
This new method gets saved as a option and will be available in the list of default payment method options.
If you want to define a default method from the list of existing options, from the Set default Payment Method drop down box, click to select a method.
d. Under QuickBooks, click and map the parameters/values with the corresponding values displayed under Online Store.
e. Click Save & Close to save the settings, closing the screen.
What's Next :