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Setup Checklist
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Setup Checklist
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1. POS Tasks | |||||||||||||||||||||||||||||||||||||||
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2. Infrastructure Tasks | |||||||||||||||||||||||||||||||||||||||
| detailed setup | 2. Infrastructure Tasks |
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3. Payment Provider Tasks | |||||||||||||||||||||||||||||||||||||||
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| REQUIRED | Testing should include verifying the RTP|One Credit Card Profile visually looks correct and that the data in the PaymentCardToken table looks good.
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4. Commerce Tasks
Set up GL report with your Aspenware Representative.
Perform a 'charge to the card on file' in the POS and a return to verify those are working.Status colour Red title REQUIRED required Configure Aspenware Commerce Payment Gateway
Status colour Red title REQUIREDRequired
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3. Payment Provider Tasks
Set up Payeezy and Complete Configuration to allow your Aspenware Commerce test and prod stores to use your sandbox and production Payeezy.
Status colour Red title Required If using CVV verification (recommended), ensure that CVV filter settings are configured for the terminal according to instructions below.
Status colour Blue title Optional If using CVV verification (recommended), ensure that Payeezy/FirstData have enabled $0 authorizations for the terminal used by the store.
Status colour Blue title Optional
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4. Commerce Tasks
Set up GL report with your Aspenware Representative.
Status colour Red title required Configure Aspenware Commerce Payment Gateway
Status colour Red title Required
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Key Terms
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Key Terms
While Aspenware does not provide Payeezy terminal configuration support to its Payeezy resorts, the following key terms and screenshots are shown so that resorts can see how the information Aspenware sends to Payeezy is used and displayed in Payeezy, and which transaction type displays the AVS results.
Auth Only
Payeezy can enable or disable terminals to allow $0 auth only transactions. All merchants using Payeezy with Aspenware must have the $0 auth only transaction type enabled. This setting is requested when the merchant is onboarded with Payeezy. Aspenware’s integration to Payeezy uses the $0 Auth Only request to send AVS details to Payeezy, and it is on this transaction type that the merchant can see the AVS results for an authorization request. This transaction type is not used for payment plan scheduled payments.
Pre-Authorization
Payeezy has a transaction type for pre-authorizations, which checks the cardholder’s credit limit first to ensure the cardholder has adequate funds for the amount in the request. This transaction type is not used for payment plan scheduled payments.
Tagged Completion
Payeezy’s transaction type for charges which succeed is Tagged Completion. This Transaction type is not used for payment plan scheduled payments.
Purchase
This transaction type is used for Payment Plan Scheduled payments.
This screenshot displays the Auth Only, Pre-Auth, and Tagged Completion transaction types in the Payeezy sandbox, and which transaction type displays the AVS results.
Auth Only
Payeezy can enable or disable terminals to allow $0 auth only transactions. All merchants using Payeezy with Aspenware must have the $0 auth only transaction type enabled. This setting is requested when the merchant is onboarded with Payeezy. Aspenware’s integration to Payeezy uses :
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This screenshot displays the uncollapsed view of the $0 Auth Only request to send AVS details to Payeezy, and it is on this transaction type that the merchant can see the AVS results for an authorization request. This transaction type is not used for payment plan scheduled payments.
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Payeezy has a transaction type for pre-authorizations, which checks the cardholder’s credit limit first to ensure the cardholder has adequate funds for the amount in the request. This transaction type is not used for payment plan scheduled payments.
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Payeezy’s transaction type for charges which succeed is Tagged Completion. This Transaction type is not used for payment plan scheduled payments.
Purchase
This transaction type is used for Payment Plan Scheduled payments.
This screenshot displays the Auth Only, Pre-Auth, and Tagged Completion transaction types in the Payeezy sandbox, and which transaction type displays the AVS results:
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This screenshot displays the uncollapsed view of the $0 Auth Only request for a transaction which is approved because it passes AVS using Payeezy’s AVS filter 1 (Cardholder name matches)
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This screenshot displays the uncollapsed view of an authorization request which is rejected because the terminal configuration in Payeezy uses AVS filter N (No Address or ZIP Code match)
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This screenshot shows the message displayed to the guest in Aspenware Commerce who does not pass AVS in Payeezy. Aspenware intentionally returns a general message ‘Credit Card Validation Address Not Verified’ message. The reason the general error is displayed, rather than a more specific error message such as ‘Street Address matches, ZIP code does not’ is because this reveals too much detail to a malicious user.
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This screenshot shows the Purchase transaction type, which is used in payment plan scheduled payments:
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Detailed Setup Guide
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POS Tasks
Decide if you are syncing credit cards to RTP|One. (Tokenized RTP|One DB required)
Complete POS accounting tasks for products sold online.
Ensure that you are using a tokenized version of RTP|One with CardDog/TRI/First Data.
Infrastructure Tasks
Work with your Aspenware Representative to ensure that two Azure settings in appsettings.json are set as follows:
AllowStorageOfCC set to TRUE
AllowTransferOfCC set to TRUE
Validate the credit related settings in the UnityPeakProd rtp-config.json when that switch occurs.
Testing should include verifying the RTP|One Credit Card Profile visually looks correct and that the data in the PaymentCardToken table looks good.
Perform a 'charge to the card on file' and a return to verify those are working.
Payment Provider Tasks
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Follow Payeezy getting started guide: https://docs.google.com/document/d/1vgCMI3bYbUNYWVL4gtMcgLggubwelRp99o3qGaoKTHk/edit?usp=sharing
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Set up a merchant account on the Payeezy site to get a Merchant ID.
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Contact Aspenware Representative to set up an API dev account.
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Add Merchant to Aspenware dev account by emailing Payeezy. Email payeezyboarding@firstdata.com to request having the client added as a merchant on our dev account. Include:
Customer’s Merchant ID
DBA name
Developer account email address: Rt.clark@aspenware.com
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Payeezy will confirm the request and follow up with an email (May take a few days)
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Then, Submit PaymentJS integration request following these steps under Step 4 in this guide exactly
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When integration request complete, Email Payeezy to Confirm Values Match Merchant account values. (only required if issues with payment)
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Obtain TaToken from Payeezy and make note of this for future Commerce configuration.
The transarmor token (tatoken) can be located in customer’s existing Payeezy account by logging in at https://globalgatewaye4.firstdata.com/terminal and clicking on the terminal to view the details. The TA token will be a 4 character code.
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If using CVV2 verification (recommended)
Complete the steps within Step 7 in this guide.
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If enabling Velocity Controls in PayEezy (recommended)
From within your Payeezy Admin screen, go to Admin > Terminals > Velocity Controls.
Set the Maximum # of Transactions per Card/Check No. to ‘10’. Based on ‘All Transactions’ within the duration of ‘1 Day’. Set the action to ‘Decline’.
Set the Maximum # of Transactions per IP to ‘10’. Based on ‘All Transactions’ within the duration of ‘1 Day’. Set the action to ‘Decline’. And Save.
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Configure AVS filters for the merchant’s terminal in Payeezy. Aspenware sends all consumer-entered billing address information to Payeezy on the authorization request, which occurs prior to the cardholder being charged. This enables Payeezy to use that consumer-entered address information to either reject or allow the authorization request.
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NOTE: The decision about which AVS filters are selected in Payeezy’s terminal configuration is entirely up to each resort administrator and accounting team. Aspenware will not dictate or recommend the use of any specific Payeezy AVS filters. This decision is solely up to each resort, working with Payeezy support. See this Payeezy article for a general overview on AVS: See this article on AVS filters and how to set them up in Payeezy: See this article on how to test AVS filters in the sandbox. All Aspenware resorts use the Aspenware Commerce demo account in the sandbox, so please contact your client service representative to view sandbox test results. |
Change Payeezy from test to live when ready: To process live transactions, your APIs will need to be configured as follows:
Log into https://developer.payeezy.com
Navigate to the “APIs” page
Select your API and then
“Edit <API>”
Make sure that ‘Live’ is checked.
Commerce Tasks
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Work with your Aspenware Representative to set up the GL Report so you can reconcile GL reporting in the POS and payment gateway.
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Go to the Configuration > Payment > Payment Methods page.
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Click Edit on the Payeezy payment gateway.
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Check Is active on the desired payment method and click Save. Ensure that only the desired payment method is set to ‘is active.’
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Select ‘Configure’ on the desired payment method.
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Complete the following fields:
Use Sandbox: - Should be checked for ‘test’ and unchecked for ‘prod’
API Key: Obtain from Aspenware Payeezy developer Account
API Secret: Obtain from Aspenware Payeezy developer Account under the API tab
JS Key: Obtain from Aspenware Payeezy developer Account under the API tab
TaToken: Obtained in previous step above or get from Resort’s Payeezy account
Token: Obtain from Aspenware Payeezy developer Account under the Merchants tab
Requires Billing Address: This is likely required, so check to make sure it is collected for checkout.
Requires Phone Number: Check if phone number is required at checkout.
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Click Save.
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for a transaction which is approved because it passes AVS using Payeezy’s AVS filter 1 (Cardholder name matches)
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This screenshot displays the uncollapsed view of an authorization request which is rejected because the terminal configuration in Payeezy uses AVS filter N (No Address or ZIP Code match)
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This screenshot shows the message displayed to the guest in Aspenware Commerce who does not pass AVS in Payeezy. Aspenware intentionally returns a general message ‘Credit Card Validation Address Not Verified’ message. The reason the general error is displayed, rather than a more specific error message such as ‘Street Address matches, ZIP code does not’ is because this reveals too much detail to a malicious user.
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This screenshot shows the Purchase transaction type, which is used in payment plan scheduled payments:
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Detailed Setup Guide
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
POS Tasks
Decide if you are syncing credit cards to RTP|One. (Tokenized RTP|One DB required)
Complete POS accounting tasks for products sold online.
Ensure that you are using a tokenized version of RTP|One with CardDog/TRI/First Data.
Infrastructure Tasks
Work with your Aspenware Representative to ensure that two Azure settings in appsettings.json are set as follows:
AllowStorageOfCC set to TRUE
AllowTransferOfCC set to TRUE
Validate the credit related settings in the UnityPeakProd rtp-config.json when that switch occurs.
Testing should include verifying the RTP|One Credit Card Profile visually looks correct and that the data in the PaymentCardToken table looks good.
Perform a 'charge to the card on file' and a return to verify those are working.
Payment Provider Tasks
Follow Payeezy getting started guide: https://docs.google.com/document/d/1vgCMI3bYbUNYWVL4gtMcgLggubwelRp99o3qGaoKTHk/edit?usp=sharing
Set up a merchant account on the Payeezy site to get a Merchant ID.
Contact Aspenware Representative to set up an API dev account.
Add Merchant to Aspenware dev account by emailing Payeezy. Email payeezyboarding@firstdata.com to request having the client added as a merchant on our dev account. Include:
Customer’s Merchant ID
DBA name
Developer account email address: Rt.clark@aspenware.com
Payeezy will confirm the request and follow up with an email (May take a few days)
Then, Submit PaymentJS integration request following these steps under Step 4 in this guide exactly
When integration request complete, Email Payeezy to Confirm Values Match Merchant account values. (only required if issues with payment)
Once done Aspenware will get API key, API Secret, JS Key,and Token from the Payeezy developer account.
Obtain TaToken from Payeezy and make note of this for future Commerce configuration.
The transarmor token (tatoken) can be located in customer’s existing Payeezy account by logging in at https://globalgatewaye4.firstdata.com/terminal and clicking on the terminal to view the details. The TA token will be a 4 character code.
If using CVV2 verification (recommended)
Complete the steps within Step 7 in this guide.
If enabling Velocity Controls in PayEezy (recommended)
From within your Payeezy Admin screen, go to Admin > Terminals > Velocity Controls.
Set the Maximum # of Transactions per Card/Check No. to ‘10’. Based on ‘All Transactions’ within the duration of ‘1 Day’. Set the action to ‘Decline’.
Set the Maximum # of Transactions per IP to ‘10’. Based on ‘All Transactions’ within the duration of ‘1 Day’. Set the action to ‘Decline’. And Save.
Configure AVS filters for the merchant’s terminal in Payeezy. Aspenware sends all consumer-entered billing address information to Payeezy on the authorization request, which occurs prior to the cardholder being charged. This enables Payeezy to use that consumer-entered address information to either reject or allow the authorization request.
| Info |
|---|
NOTE: The decision about which AVS filters are selected in Payeezy’s terminal configuration is entirely up to each resort administrator and accounting team. Aspenware will not dictate or recommend the use of any specific Payeezy AVS filters. This decision is solely up to each resort, working with Payeezy support. See this Payeezy article for a general overview on AVS: See this article on AVS filters and how to set them up in Payeezy: See this article on how to test AVS filters in the sandbox. All Aspenware resorts use the Aspenware Commerce demo account in the sandbox, so please contact your client service representative to view sandbox test results. |
Change Payeezy from test to live when ready: To process live transactions, your APIs will need to be configured as follows:
Log into https://developer.payeezy.com
Navigate to the “APIs” page
Select your API and then
“Edit <API>”
Make sure that ‘Live’ is checked.
Commerce Tasks
1. Set up GL Report
Work with your Aspenware Representative to set up the GL Report so you can reconcile GL reporting in the POS and payment gateway.
2. Configure Payment Method.
Go to the Configuration > Payment > Payment Methods page.
Click Edit on the Payeezy payment gateway.
Check Is active on the desired payment method and click Save. Ensure that only the desired payment method is set to ‘is active.’
Select ‘Configure’ on the desired payment method.
Complete the following fields:
Use Sandbox: - Should be checked for ‘test’ and unchecked for ‘prod’
API Key: Obtain from Aspenware Payeezy developer Account
API Secret: Obtain from Aspenware Payeezy developer Account under the API tab
JS Key: Obtain from Aspenware Payeezy developer Account under the API tab
TaToken: Obtained in previous step above or get from Resort’s Payeezy account
Token: Obtain from Aspenware Payeezy developer Account under the Merchants tab
Requires Billing Address: This is likely required, so check to make sure it is collected for checkout.
Requires Phone Number: Check if phone number is required at checkout.
Click Save.
3. Disable Update Credit Card Feature
Disable the “Update Credit Card” feature in My Account (this feature is not supported by Payeezy). This can be done in one of two ways:
Method One
Go to Configuration > Settings > All settings (Advanced).
Search for the setting customersettings.hideresortchargetab
Click Edit and change the setting value to TRUE to hide the tab.
Click Update to save the setting change.
Method Two
Go to Configuration > Customer Settings.
Scroll down to Additional Customer Settings.
Check the Hide Resort Charge Tab checkbox to hide the tab.
Click Save.
4. Test Payment Method
Test a live credit card for each type of accepted credit card (Visa, Amex, Discover, Mastercard) to ensure the gateway is processing payments properly once setup is completed.
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A: The true indicator of whether a product made it to RTP successfully is the order queue. If you see orders showing as Pending in the Sales>Orders area, check if any products in these orders have Shipping checked on the product editor
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A: Good news is that using Payeezy allows you to enable a number of advanced features, most notably Payment Plans and Subscriptions. Because Payeezy is the tokenization provider for RTP|One, if RTP|One is your POS, resorts that use Payeezy can offer guests resort charge, direct to lift, and capturing tokens for refunds in the POS. Note that the “Update Credit Card” feature on My Account is NOT supported with Payeezy. Apple Pay, Google Pay, Pay Pal, and Storing CC for future purchases are NOT currently supported with Payeezy.
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