Difference between revisions of "Freeside:1.7:Documentation:Administration"

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(→‎Configuration)
(→‎Configuration)
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===Real-time Processing===
 
===Real-time Processing===
 
====Configuration====
 
====Configuration====
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''Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact''
+
#Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact<pre><nowiki>
−
 
 
 
  root# cpan Business::OnlinePayment::TCLink
 
  root# cpan Business::OnlinePayment::TCLink
−
 
+
</nowiki></pre>
−
''Remove the Batch Card processing event, and add a Real-Time Card processing event:''
+
#Remove the Batch Card processing event, and add a Real-Time Card processing event
−
* Configuration -> Billing -> View/Edit Invoice Events
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#* Configuration -> Billing -> View/Edit Invoice Events
−
* Click on "Batch card"
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#* Click on "Batch card"
−
** Check off "Disabled"
+
#** Check off "Disabled"
−
** Click "Apply changes"
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#** Click "Apply changes"
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* Click on "Add a new invoice event"
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#* Click on "Add a new invoice event"
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** Name it something like "Realtime card"
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#** Name it something like "Realtime card"
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** Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"  
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#** Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"  
−
** Click on "Add invoice event"
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#** Click on "Add invoice event"
−
 
+
#Enable your payment gateway
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''Enable your payment gateway:''
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#* Configuration -> Settings
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* Configuration -> Settings
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#* Click "Edit Configuration"
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* Click "Edit Configuration"
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#* Click the "Billing" tab
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* Click the "Billing" tab
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#** For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and type of action<pre><nowiki>
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** For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and type of action (see Example 1)
 
−
*** Some payment gateways either don't use username/passwords, and/or require additional parameters. These can be passed in as key<newline>value pairs (see Example 2)
 
−
** Click "Apply Changes"
 
−
 
 
−
Example 1
 
 
  TCLink
 
  TCLink
 
  someuser
 
  someuser
 
  password
 
  password
 
  Authorization Only
 
  Authorization Only
−
 
+
</nowiki></pre>
−
Example 2
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#*** Some payment gateways either don't use username/passwords, and/or require additional parameters. These can be passed in as key<newline>value pairs<pre><nowiki>
 
  LinkPoint
 
  LinkPoint
 
   
 
   
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  tmp
 
  tmp
 
  /tmp/secure
 
  /tmp/secure
 +
</nowiki></pre>
 +
#** Click "Apply Changes"
  
 
====Testing====
 
====Testing====

Revision as of 10:24, 30 August 2006

Provisioning

Services

Packages

Resellers

Employees

Billing

Real-time Processing

Configuration

  1. Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact


root# cpan Business::OnlinePayment::TCLink




  1. Remove the Batch Card processing event, and add a Real-Time Card processing event

    •  Configuration -> Billing -> View/Edit Invoice Events
      • 

    •  Click on "Batch card"

      •  Check off "Disabled"
        • 

      •  Click "Apply changes"
      • 

    •  Click on "Add a new invoice event"

      •  Name it something like "Realtime card"
        • 

      •  Choose the radio button "Run card with a Business::OnlinePayment realtime gateway" 
        • 

      •  Click on "Add invoice event"
    2. 

  2. Enable your payment gateway

    •  Configuration -> Settings
      • 

    •  Click "Edit Configuration"
      • 

    •  Click the "Billing" tab

      •  For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and type of action


TCLink
someuser
password
Authorization Only




        •  Some payment gateways either don't use username/passwords, and/or require additional parameters. These can be passed in as key<newline>value pairs


LinkPoint


Normal Authorization
storename     <-- key
123456        <-- value
keyfile       <-- key
123456.pem    <-- value
lbin          <-- key
/usr/bin.lbin <-- value
tmp
/tmp/secure




      •  Click "Apply Changes"


Testing


One Time Transactions



  •  Choose a customer account
    • 

  •  Click on 'Process credit card payment'
    • 

  •  Enter a payment ammount, and credit card details
    • 

  •  Click 'Process payment'
    • 

  •  The transaction should happen immediately
    • 

  •  Click on 'View this customer'
    • 

  •  At the bottom of the screen, "Payment History" should include this transaction


Recurring Transactions



  •  Choose a customer account
    • 

  •  Click on 'Bill now', or run the freeside-daily cronjob from the command line as the freeside user
    • 

  •  At the bottom of the screen, "Payment History" should include this transaction


Misc







					

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