Credit Card Processing Set Up

Company Wide Set up

1. In Paradigm, go to System > Company Preferences > Add-Ons > Credit Card Processing
2. Credentials from EBizCharge support are needed to fill out the configuration here.
   • The following credentials are required to get started: User ID, API Password, and API Security Key
   • Manual Entry: If using Manual Entry, all the fields in the company-wide EBizCharge config section must be filled out to start accepting payments.
     • Login ID & Transaction Key can be left unset if the company does not want every workstation to be able to opt-in to credit card payments.
     • If left unset, the workstation must set these credentials in System > Local Settings
   • Only Device API: If only using Device API, only Default Commodity Code must be set.
3. Fill In The Credentials & Configure Settings
   • Login ID: User ID
   • Transaction Key: API Password/////API SecurityID
     • The value of Transaction Key is: the API Password followed by five forward slashes (/////) followed by the Security Key.
   • Secure URL: https://soap.ebizcharge.net/eBizService.svc
   • Default Commodity Code: 30000000
   • Save Credit Card Numbers: This controls whether or not the “Saved Cards” tab in the manual entry web form is shown.
     • Credit Card number will not be saved on the default POS customer: Company Preferences > Add-Ons > Default POS Customer
   • Default Workstation Values: The mode set here will be used if a workstation has not specified a mode in Local Settings, more on this in the next section.

Per-Workstation Configuration

EBizCharge includes support for following options below. This can be specified per workstation by going to System > Local Settings, or they can be left unset “(Use Company Default)” and will follow the company preferences set in the step above.

• Manual Entry: Allows for card details to be manually entered.
• Device API: Allows for transaction information to be sent directly to the credit carder reader.
  • Instructions on how to configure EBizCharge on a credit card reader can be found here: Connect A Credit Card Reader To An EBizCharge Account
• Both: Allows for both “Device API” and “Manual Entry” features.

“Use Company Default” Example

In the setup below, this workstation will use the company preference defaults and does not need any additional setup if only manual entry is the default mode.

Manual Entry Mode

1. Select “EBizCharge” from the Processor dropdown.
2. Set Mode to “Manual Entry”.
3. Username, Password, and Security Key do not need to be set if the company-wide configuration can be used.
   1. If the workstation should override the company-wide configuration for these, those fields should be set.
   2. If the workstation would like to jump between companies with different EBizCharge accounts for each company, these should be left empty.
4. “Device Key” can be set to a device key that can be retrieved from the Device Manager.
   1. This is optional, but if set, a “Devices” tab will show in the web form allowing the user to initiate a transaction through the given terminal.
   2. See Pair a Payment Terminal with EBizCharge for more information on pairing a device and getting the device key.
5. Ensure that the workstation has access to: soap.ebizcharge.net

Device API Mode

1. Select “EBizCharge” from the Processor dropdown.
2. Set Mode to “Device API”.
3. Set Device Key, Api Key, Pin, and Gateway Host URL – all four are required.
   • Api Key and Pin can be retrieved from the Api Keys list. This Api Key should be the same Api Key that the device is set to use.
   • Contact EbizCharge Support for assistance in getting Api keys.
4. Gateway Host URL should always be set to: secure.ebizcharge.com
   • Ensure that the workstation has access to: secure.ebizcharge.com
5. Device Key can be retrieved from the Device Manager. See Pair a Payment Terminal with EBizCharge for more information on pairing a device and getting the device key.

Both

1. Select “EBizCharge” from the Processor dropdown.
2. Set Mode to “Both”.
3. Follow each set of steps for “Manual Entry” and “Device API”.

Incomplete EbizCharge Setup Warnings

If the payment mode is set to Device API or Both, the program shows a small warning icon until the four requisite fields are filled in.

Attempting to save the payment settings with any of the values missing shows an error message, “Credit Card Config Invalid,” and prevents saving.