Configuration: Payment Gateway - Payeezy

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

Detailed Setup Guide

POS TASKS

• Decide if you are syncing credit cards to RTP|One.

• Complete POS accounting tasks for products sold online needs to be completed

• Ensure that you are using a tokenized version of RTP|One with CardDog/TRI/First Data.

INFRASTRUCTURE TASKS

• Update the Azure appsettings to 'AllowTransferofCC' from false to true and give it a test. 

• 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://support.aspenware.com/en/support/solutions/articles/42000064327-getting-started-with-payeezy

• Set up a merchant account on the Payeezy site to get a Merchant ID.

• Contact Aspenware Representative to set up 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)

• Once done Aspenware will get API credentials from dev account. 

  • Get API key from Payeezy:

    • Go to the Admin tab

    • Click on terminal

    • Pull the API access info and the gateway ID information to give to Aspenware so we can configure it to your website. If you cannot remember your password,  you can call the Payeezy Helpdesk at 855-448-3493 opt. 

    • Make note of this key for future Commerce configuration.

• Obtain TaToken from Payeezy and make note of this for future Commerce configuration. 

• Change 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.

ASPENWARE COMMERCE TASKS

• Work with your Aspenware Representative to set up the GL Report so you can reconcile GL reporting in the POS and payment gateway.

• 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:

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

  2. API Key: Obtained in previous step above or get from Payeezy 

  3. API Secret: Obtain from Payeezy

  4. JS Key: Obtain from Payeezy

  5. TaToken: Obtained in previous step above or get from Payeezy 

  6. Token: Obtain from Payeezy

  7. URL: Obtain from Payeezy

  8. Requires Billing Address: This is likely required, so check to make sure it is collected for checkout.  

  9. Requires Phone Number: Check if phone number is required at checkout.
     

     

• Click Save.

• 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.

Common Troubleshooting