===== Overview ===== Since there were substantial changes made to the internal credit card feature in Control 6.0, users need to complete a series of setup steps to continue (or start) processing credit cards in Control. This article covers how to configure Control to process credit cards through Freedompay. ===== Requirements ===== - You must have an account with [[capital_q]] (US Customers) or [[nxgen_canada|NxGen Canada]] (Canada Customers) and FreedomPay. >> Call or email the appropriate contact at Capital Q or NxGen letting them know you're interested in processing credit cards in Control. - These credit card changes were introduced in the 6.0 version of Control so verify you are using that version or a newer version before proceeding (Help > About Control > Version). - The internal credit card processing feature is currently only available to US and CA Control users. ===== FreedomPay Boarding Process for U.S. Users ===== Once a Control user has spoken to Capital Q and decides they would like to use the credit card processing feature in Control, the "boarding" process begins and can take up to 7 business days to complete. Here's what the typical process consists of: - Capital Q creates a new account for the Control user in Elavon's system. Capital Q will get your banking details for the bank in which credit card payments are deposited into and a signed contract between your business and Elavon that discloses processing rates and other important information. - the Control user's AVS and CVV tolerance levels - preferred credit card batch settlement time - logo, header bar RGB color, and background RGB color for the HPP - FreedomPay finalizes the account setup and provides Capital Q with the your StoreID and TerminalID. - Capital Q will send you a secure email with your StoreID, TerminalID, and a link to this wiki. ===== FreedomPay Boarding Process for Canadian Users ===== Once a Control user has spoken to NxGen and decides they would like to use the credit card processing feature in Control, the "boarding" process begins and can take up to 7 business days to complete. Here's what the typical process consists of: - NxGen creates a new account for the Control user in Global's system. NxGen will get your banking details for the bank in which credit card payments are deposited into and a signed contract between your business and Global that discloses processing rates and other important information. - the Control user's AVS and CVV tolerance levels - preferred credit card batch settlement time - FreedomPay finalizes the account setup and provides NxGen with your StoreID and TerminalID. - NxGen will send you a secure email with your StoreID, TerminalID, and a link to this wiki. ===== Setup ===== Before you can begin to setup your credit card options, you must have your Terminal ID and Store ID from FreedomPay. If you haven't done this already, please contact Capital Q or NxGen using the contact information provided in #1 of the Requirements section above. There is only 1 step required to setup Control's credit card processing feature. If you're already using [[control_cloud_payment_system_online_payments|Online Payments]], you've already completed this step! - Enter your Terminal ID and Store ID that was given to you from FreedomPay into Control. To do this, follow the steps below: - Open Control and select **Setup** > **Accounting Setup** >>> {{::acsetupmenu.png?nolink&|}} - On the left-hand side, select the **Credit Card Options** >>> {{::ccps_-_accounting_setup.jpg?nolink&|}} - You should see a screen similar to the image below. >> {{::credit_card_options.png?nolink&|}} ### In Section **A**: #### Check the option to **Enable Credit Card Processing**. #### Enter your Terminal ID that you'll get from FreedomPay. //Required field// #### Enter your Store ID that you'll get from FreedomPay. //Required field// ### In Section **B**: #### This section is only used for [[control_cloud_payment_system_online_payments|Online Payments]] . You can ignore this section when setting up the internal credit card processing feature. ### Click the Save button to save your changes. Next Step: Proceed to the [[understanding_the_credit_card_migration_process]] wiki ===== Source ===== Contributor: Cyrious Software Date: 10/12/2016 Version: Control 06.0 ====== See Also ====== * Backlinks [[include_pagepage_componentbacklinks]]