Freeside:1.7:Documentation:Administration

Packages

Upselling

Scenario: You have a customer with a 500mb email account, and they would like to upgrade to the 1000mb email account

Solution:

(authoring in progress) Freeside does not yet support add-on packages that launch external commands, so the best solution presently is to upgrade a user from a 500mb service to a 1000mb service by calling an appropriate "modify" command for the export associated with the package. (/authoring in progress)

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 (optionally), type of action

TCLink
someuser
password
Normal Authorization

1. • • • 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

1. • • 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
3. http://wavetail.420.am:81/freeside/docs/billing.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

Misc

• Setting up Encrypted Credit Cards
• Setting up Texas Tax
• Setting up VoIP