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====
''Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact''
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#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
 
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</nowiki></pre>
''Remove the Batch Card processing event, and add a Real-Time Card processing event:''
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#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"
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#** Check off "Disabled"
** Click "Apply changes"
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#** Click "Apply changes"
* Click on "Add a new invoice event"
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#* Click on "Add a new invoice event"
** Name it something like "Realtime card"
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#** Name it something like "Realtime card"
** 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"
 
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#Enable your payment gateway
''Enable your payment gateway:''
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#* Configuration -> Settings
* Configuration -> Settings
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#* Click "Edit Configuration"
* Click "Edit Configuration"
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#* Click the "Billing" tab
* 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>
** 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
 
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</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
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</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. 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