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Table of Contents

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1. POS TASKS

Complete POS accounting tasks for products sold online.

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2. PAYMENT PROVIDER TASKS

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  • Ensure you have a Windcave Merchant account. If you don't already have one, you can sign up here: Windcave. Make note of your API key and API username when received from Windcave.

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  • Determine if you will use the 3DSecure feature within Windcave. This is an additional layer of security that Visa cardholders can opt into. To configure 3DSecure from the Windcave dashboard, click on the Payment Page tab and then scroll to the bottom for the 3DSecure fields.

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3. COMMERCE TASKS

Update Settings

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  • In Configuration > Settings > All Settings, configure the following:

    1. If using Aspenware Payment Plans, set

      ecommercesettings.allowstorageofcc = TRUE

    2. ecommercesettings.allowtransferofcc = FALSE

      3. If NOT using Aspenware Payment Plans, set:

      ecommercesettings.allowstorageofcc = FALSE

    3. ecommercesettings.allowtransferofcc = FALSE

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  1. Set Up GL Reporting

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  2. Determine Communication Requirements

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  3. Ensure CSS File is Sent to Windcave

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  4. Configure Payment Gateway

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  5. Activate Windcave Payment Provider Widget

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  6. Initiate Test Transactions

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  • Determine if you will use the 3DSecure feature within Windcave. This is an additional layer of security that Visa cardholders can opt into. To configure 3DSecure from the Windcave dashboard, click on the Payment Page tab and then scroll to the bottom for the 3DSecure fields. Your Windcave representative can assist you if needed.

Commerce Tasks

Determine if you will be using Aspenware Payment Plans with your Windcave implementation before updating Update the following settings in Commerce Admin.

  • Go to Configuration > Settings > All settings (advanced)

    1. Search for ecommercesettings.allowtransferofcc

      1. Click Edit.

      2. Set the Value to FALSE and click Update.


    2. Search for ecommercesettings.allowstorageofcc

      1. Click Edit.

      2. Set the Value as follows:

      3. If Using Aspenware Payment Plans, set to FALSE

        4. If NOT using Aspenware Payment plans, set

        to TRUE.

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      4. Click Update.

Note

IMPORTANT: AllowStorageofCC must be set to TRUE for the GL Export function to work.

Detailed Setup Guide

  1. Set Up GL Reporting

  2. Determine Communication Requirements

  3. Ensure CSS File is Sent to Windcave

  4. Configure Payment Gateway

  5. Activate Windcave Payment Provider Widget

  6. Initiate Test Transactions

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4. Configure Payment Gateway

  • Go to Configuration > Payment Methods in Admin.

  • Click Edit on the Windcave payment gateway.

  • Check Is active and save.  Ensure that only the Windcave payment gateway is set to ‘Is active.’

  • Select Configure on the desired payment method. 

  • Complete the following fields:

    1. Use Sandbox: Should be checked for test and unchecked for prod.

    2. API Key: Obtainfrom Windcave.

    3. API Username: Obtain from Windcave.

    4. Requires Billing Address:Check to supply postal code/zip for AVS. (You can edit which fields are captured under Settings/Customer Settings/Address Form Fields.

    5. Credit Card Form Title: (Language String) This is a customizable title for the form the guest completes with credit card information. Default title is ‘Credit Card Information’.

    6. 3DS Successful Payment Title: (Language String) This is the first sentence of the customizable message a guest receives to proceed once they successfully pass 3DSecure (see screenshot below). Default message is ‘Payment information complete!’.

    7. 3DS Successful Payment Message: (Language String) This is the second sentence of the customizable message a guest receives to proceed once they successfully pass 3DSecure (see screenshot below). Default message is ‘Click the continue button to proceed.’

    8. 3DS Successful Payment Link Test: (Language String) This is the third sentence of the customizable message a guest receives to proceed once they successfully pass 3DSecure (see screenshot below). This language accompanies the link that takes a user back to the credit card entry screen to change their payment method. Default message is ‘change payment’

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Info

NOTE: Activation and configuration of 3DSecure is done within the Windcave dashboard. This feature is NOT activated in Aspenware Commerce.

  • Click Save.

5. Activate Windcave Payment Provider Widget

  • Go to Configuration > Widgets. Select the Windcave Payment provider widget and click Edit.

  • Check the Is active checkbox to make the widget active. Leave Display order at 1. Click Update to save the settings.

6. Initiate Test Transactions

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