Difference between revisions of "Freeside:1.7:Documentation:Administration:Real-time Processing"

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(Configuring Real-Time Processing)
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Freeside uses Business::OnlinePayment to process payments in real-time.  See the [http://420.am/business-onlinepayment/ Business::OnlinePayment homepage] for supported processors.
 
Freeside uses Business::OnlinePayment to process payments in real-time.  See the [http://420.am/business-onlinepayment/ Business::OnlinePayment homepage] for supported processors.
 
=Configuring Real-Time Processing=
 
=Configuring Real-Time Processing=
#Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact<pre><nowiki>
+
*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>
 
</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
+
** Configuration -> Billing -> View/Edit Invoice Events
#* Click on "Batch card"
+
** Click on "Batch card"
#** Check off "Disabled"
+
*** Check off "Disabled"
#** Click "Apply changes"
+
*** Click "Apply changes"
#* Click on "Add a new invoice event"
+
** Click on "Add a new invoice event"
#** Name it something like "Realtime card"
+
*** Name it something like "Realtime card"
#** Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"  
+
*** Choose event types (probably "Credit card (automatic)")
#** Click on "Add invoice event"
+
*** Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"  
#Enable your payment gateway
+
*** Click on "Add invoice event"
#* Configuration -> Settings
+
*Enable your payment gateway
#* Click "Edit Configuration"
+
** Configuration -> Settings
#* Click the "Billing" tab
+
** Click "Edit Configuration"
#** For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and (optionally), type of action<pre><nowiki>
+
** Click the "Billing" tab
 +
*** For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and (optionally), type of action
 +
<pre><nowiki>
 
  TCLink
 
  TCLink
 
  someuser
 
  someuser
Line 24: Line 27:
 
  Normal Authorization
 
  Normal Authorization
 
</nowiki></pre>
 
</nowiki></pre>
#*** Some payment gateways such as LinkPoint don't use a username/password, and require additional parameters. These can be passed in as key<newline>value pairs<pre><nowiki>
+
* Some payment gateways such as LinkPoint don't use a username/password, and require additional parameters. These can be passed in as key<newline>value pairs
 +
<pre><nowiki>
 
  LinkPoint
 
  LinkPoint
 
               <-- intentionally left blank  
 
               <-- intentionally left blank  
Line 38: Line 42:
 
  /tmp/secure
 
  /tmp/secure
 
</nowiki></pre>
 
</nowiki></pre>
#** Click "Apply Changes"
+
* Click "Apply Changes"
  
 
References
 
References
 
# http://search.cpan.org/src/WITTEN/Business-OnlinePayment-TCLink-1.03/README.freeside
 
# http://search.cpan.org/src/WITTEN/Business-OnlinePayment-TCLink-1.03/README.freeside
 
# http://www.sisd.com/freeside/list-archive/msg03193.html
 
# http://www.sisd.com/freeside/list-archive/msg03193.html
# http://wavetail.420.am:81/freeside/docs/billing.html
 
  
 
=Testing Real-Time Processing=
 
=Testing Real-Time Processing=

Latest revision as of 16:17, 25 July 2009

Introduction

Freeside uses Business::OnlinePayment to process payments in real-time. See the Business::OnlinePayment homepage for supported processors.

Configuring Real-Time Processing

  • Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact
 root# cpan Business::OnlinePayment::TCLink
  • 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 event types (probably "Credit card (automatic)")
      • Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"
      • Click on "Add invoice event"
  • 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 (optionally), type of action
 TCLink
 someuser
 password
 Normal Authorization
  • Some payment gateways such as LinkPoint don't use a username/password, and require additional parameters. These can be passed in as key<newline>value pairs
 LinkPoint
               <-- intentionally left blank 
               <-- intentionally left blank 
 Normal Authorization
 storename     <-- key
 123456        <-- value
 keyfile       <-- key
 123456.pem    <-- value
 lbin          <-- key
 /usr/bin.lbin <-- value
 tmp
 /tmp/secure
  • Click "Apply Changes"

References

  1. http://search.cpan.org/src/WITTEN/Business-OnlinePayment-TCLink-1.03/README.freeside
  2. http://www.sisd.com/freeside/list-archive/msg03193.html

Testing Real-Time Processing

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