Configuring bank card processing for a client

Menu 1.7, Menu 10.6.60

The use of this feature requires the purchase of an additional service. Contact your Finvi Support representative for more information or before making any changes to these settings.

To segregate the bank card transactions from UltimatePayments for a particular client, you need to set up a separate key with UltimatePayments for that client.

To configure bank card processing for a client:

  1. From the Master menu, navigate to Data Entry > Client Update (menu 1.7).

    You can also access this routine from Management Strategy > Client > Client Update (menu 10.6.60).

  2. At the Enter Client # prompt, type a client number, and press Enter.

    For a list of the commands available in this field, see Using client # prompt options.

  3. In the Cli Name field, type /BC, and press Enter.

    In the Cli Name field, if you forget to type / before BC, a warning message displays asking you to confirm that you want to change the client's name.

    For a list of the commands available in this field, see Using client name field options.

  4. In the Bank Card Setup window, select one of the following:

    1. In the Recurring Source Key ID (?) field of the Recurring Bank Card Setup screen, type the recurring source key for this client supplied by your payment provider, and press Enter.

    2. In the Recurring Pin Number field, type the client-specific pin number, and press Enter.

    1. In the Merchant ID (?) field of the Bank Card Client Setup screen, type the merchant ID for this client supplied by your payment provider, and press Enter.

      If you do not have a merchant ID for the client, type 9999, and press Enter. (If 9999 is already in use by another client, use 9998, 9997, and so on).

    2. In the Source Key field, type the client-specific source key, and press Enter.

    Selecting this option allows users to quickly set up both recurring and immediate back card processing for a client using the steps listed above.