Gateway Settings for Credit Card or eCheck Payments

Contents
Introduction
Supported Gateways
Gateway Setup
Credit Card Setup
E-Check/ACH Setup
Multiple Gateway Settings
Related Guides

Payment Gateways

In order to process credit cards, your organization will need to connect NeonCRM to a gateway which connects to the merchant account processor. This gateway configuration is what allows your online NeonCRM transaction pages to communicate with your credit card processor and ensure that transactions are handled securely and are PCI compliant.

Z2 Systems, Inc. is fully PCI compliant and we provide several options for your organization to process financial transactions online. Since NeonCRM is integrated with the below partners, your constituents will never be taken "off-site" from your website to submit payment. Unlike other payment processing services that route your donors from your website to a blank/generic page to enter their donation, NeonCRM pages mimic the look and feel of your website from start to finish as they submit payment -- the merchant account process is completely behind the scenes.

**Please be aware that NeonCRM does NOT process refunds. Refunds must be issued by your payments gateway vendor outside of NeonCRM.

GatewayProcess.png


Supported Gateway Vendors

NeonCRM supports the following third party Merchant Account and Gateway providers:

 

Neon Payment Processing
  • Credit Card Processing
  • E-Check Coming Soon
  • Includes Gateway and Merchant Account
  • The only gateway that integrates directly with NeonCRM

Worldpay

www.worldpay.us/partner/Z2-NeonCRM
(770) 829-4917

  • Credit Card Processing
  • E-Check Processing
  • Includes Gateway and Merchant Account

* Note: in order to process American Express payments through this provider, you must also have an account with American Express and agree to their terms and conditions.

PayPal Pro

www.paypal.com/webapps/mpp/paypal-payments-pro
402-935-2131

* Note: in order to process American Express payments through this provider, you must also have an account with American Express and agree to their terms and conditions.

Authorize.Net
& Compatible Merchant Account Vendors

www.authorize.net
888-323-4289

  • Credit Card Processing
  • E-Check Processing
  • Includes Gateway and Merchant Account**

* Note: in order to process American Express payments through this provider, you must also have an account with American Express and agree to their terms and conditions.

IATS

www.iatspayments.com
866-300-4287

  • Credit Card Processing
  • Includes Gateway and Merchant Account

BluePay

www.bluepay.com
630-300-2368

  • Credit Card Processing
  • E-Check Processing
  • Includes Gateway and Merchant Account

Forte Payment Systems
(formerly Payments Gateway)

www.forte.net
866-290-5400

 

  • Credit Card Processing
  • E-Check Processing
  • Includes Gateway and Merchant Account


Vanco Services

www.vancopayments.com
800-774-9355

 

  • Credit Card Processing
  • E-Check Processing
  • Includes Gateway and Merchant Account

**Authorize.net is also compatible with +90% of the banking and credit card industry. If you have an existing relationship with a merchant account processor or bank that is not on this list, you may be able to purchase a basic gateway from Authorize.net allowing NeonCRM to work with your existing processor. Check with Authorize.net to see if they are compatible with your existing vendor.


Gateway Setup

Navigate to: System Settings tab > Home/Dashboard > Payments & Transactions >Payment Gateways

gateway_setup__2_.png

All gateways that have been setup in NeonCRM will appear on this page, as shown in the example below.

From here, you can Delete or Edit the settings of an existing gateway. You can also setup a new gateway connection for credit cards and ACH e-checks on your own very easily.


Credit Card Gateway Setup

Click "New" to set up a credit card gateway.

Select your payment gateway vendor, then click "Submit".

We have created easy-to-follow instruction screens for each gateway option. After choosing your appropriate gateway, you will be brought to a screen similar to this.

For the purposes of this guide, we will use IATS:

NewGatewayGuide3.jpg

Follow the instructions and then activate. Our system also allows you to test a small transaction to ensure that your gateway is valid. Read More.


PayPal Pro Currency Conversion

When setting up a PayPal Pro credit card gateway, there is an additional option to specify the Currency Code. By default, your gateway is set up to accept U.S. Dollars (USD). If your organization is outside the U.S. and wants to accept payments directly in your currency, PayPal Pro can accommodate this.

Click on the question mark icon to see a list of accepted currencies.

NOTE: a PayPal Pro gateway cannot accept multiple currencies. Once a currency is selected, all transactions will be converted to that currency.

E-Check/ACH Setup

To accept e-check/ACH payments, you must first enable e-check/ACH with your payment processor before establishing the gateway integration in NeonCRM.

Once your payment processor is set up to accept e-check/ACH payments, you can set up your e-check/ACH gateway integration in NeonCRM by navigating to: System Settings tab > Home/Dashboard > Payments & Transactions > Payment Gateways.

NOTE:NeonCRM can support only one e-check/ACH connection per system.

To set up an E-Check/ACH Gateway, click "New" as shown below.

From here, select the appropriate ACH vendor, then click "Submit".

Follow the set up instructions and then click "Test" to verify the connection is valid. If the test is successful, click "Activate".

NewGatewayGuideACH2.jpg

NOTE:be sure to activate the "E-Check/ACH" tender type. This will add the E-Check payment method to your Credit Card payment page. The ACH/E-Check fields cannot be modified on your Credit Card payment page.

Multiple Gateway Settings

Most organizations use a single Gateway to process all of their online payments. If your organization has set up more than one credit card Gateway, you can specify which one is used for each of your Campaigns, Events, Store Products, and Membership Levels.

FAQ

  • While you can setup multiple credit card gateways, only one gateway account can accept ACH/eChecks.
  • When making a payment via an online form, a constituent can choose their payment method (i.e., Credit Card, E-Check, or Deferred/Pay By Check). However, if they opt to pay by credit card, the constituent cannot choose which credit card gateway processes their payment. Neon will use whichever gateway is specified in your gateway settings mapping.
  • You cannot send data to multiple gateways in a single transaction. When processing a payment for a shopping cart with multiple items, Neon will find the highest priced item in the shopping cart and use its designated gateway to process the entire payment. In other words, Neon cannot split a total payment amount and charge it separately through different gateways based on your gateway mapping - it will always be processed as a single payment via one gateway.
  • Multiple Gateway Settings are NOT enabled by default.To enable them, submit a ticket to the support center.
  • When Multiple Gateway Settings are enabled, you will see options to map Memberships, Events, Campaigns and/or Store purchases according to the modules included in your NeonCRM subscription.
  • Any Memberships, Events, Campaigns, or Store products not mapped to a specific gateway will use whichever Credit Card Gateway you have set as the default.

To use the multiple gateway mapping feature, you must:

  1. Set up more than one gateway configuration.
  2. Submit a ticket to the support center to request that the Multiple Gateway Settings be enabled for your system

Once these are complete, you can configure your gateway mapping here: System Settings > Home/Dashboard > Multiple Gateway Settings.

multiple_gateway_settings.png

Campaign Gateway Setting

To edit the Gateways for your campaigns, navigate here: System Settings > Home/Dashboard > Multiple Gateway Settings > Campaigns.

Click Edit next to the campaign you want to assign a gateway.

ch5-camp-gateway-1.png

On the next screen, use the drop-down menu. You will see a list of all enabled payment Gateways.

If you select "NO_SETTING," the campaign will use your Default Gateway.

Event Gateway Settings

To edit the Gateways for your events, navigate here: System Settings > Home/Dashboard > Multiple Gateway Settings > Events.

To change gateways for your events, click Edit next to Event Gateway Settings. A list of your events will appear. To edit the gateway, click Edit in the Operation column. On the next screen, select the gateway from the dropdown, and then click Save.

Store Gateway Settings

To edit the Gateways for your store, navigate here: System Settings > Home/Dashboard > Multiple Gateway Settings > Store.

To change gateways for the items in your store, click Edit next to Store Gateway Settings. A list of your items will appear. To edit the gateway, click Edit in the Operation column. On the next screen, select the gateway from the dropdown, and then click Save.

Membership Gateway Settings

To edit the Gateways for your memberships, navigate here: System Settings > Home/Dashboard > Multiple Gateway Settings > Memberships.

To change gateways for your membership levels, click Edit next to Membership Gateway Settings. A list of your membership levels will appear. To edit the gateway, click Edit in the Operation column. On the next screen, select the gateway from the dropdown, and then click Save.


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