Freeside:1.7:Documentation:Administration

Billing

Real-time Processing

Configuration

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 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 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
someuser
password
Authorization Only

Example 2

LinkPoint


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

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

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