Payment Connector Accounts
In this Topic:
Creating a new Payment Connector
Overview
To Pay by Token or Pay by Device, you must set up a Payment Connector Account profile. Payment Connector accounts define several things including the Payment Provider being used from the available supported list, the Merchant Account, the Location as defined by the Provider, the User id as well as rules about how the connector will reauthorize. Also defined is the Payment Method code which is exposed as a dropdown on many of the Business Central Forms (e.g. Sales Order, Invoice etc). You can define as many Profiles as needed. Where there are more than one profile, you will often see an additional intermediate dialog asking you to confirm which Profile you wish to use. If your business needs are complex, we recommend discussing this topic in detail with Retail Realm and/or the Payment Provider to optimize your setup.
Payment Connector List
To show the Payment Connector List, Choose the 
icon, enter Payment Connector Accounts, and choose the related link.
For a detailed explanation of each field, please refer to the table below in Creating a new Payment Connector Account
Creating a new Payment Connector
When you create your Payment Connector, you must be in receipt of either Test or Production credentials in order to create the record. Please refer to the Implementation Guide contained herein for further guideance and sign-posting.
Prerequisites (Standard)
You must define a Payment Method for your Card Payments as well as a Balancing Account.
Follow these steps:
Choose the 
icon, enter Payment Connector Accounts, and choose the related link.
Choose the New action
Enter and Account Id and choose the Payment Connector. The Account Id can be anything you wish to refer this Payment Connector Account profile to and it can be changed later. Choose OK when done.
You will then be prompted to enter further information:
Refer to the grid below for further explanation of each field:
|
Account Id |
Enter an Account Id. This will be displayed throughout Business Central, for instance, "Fortis MOTO". If you are setting up more than one Account for a given provider, you will use this field to differentiate between the two profiles. This field is text only and is not sent to the Provider and is just used to track the payments. |
|
Payment Connector |
Select the Payment Connector from the dropdown. This is the Payment Provider to use. |
|
Enabled |
Enable this once you have completed all the requisite information. Read and if you agree to the EULA, continue |
|
Account |
|
|
Location Id |
Enter the Location id as provided by the Provider |
|
User Id |
Enter the User id as provided by the Provider |
|
User Api key |
Enter the User id as provided by the Provider |
|
Api Url |
Enter the Api URL for the given provider. |
|
Settings |
|
|
Payment Method Code |
Select the Payment Method in Business Central you wish to be associated with Payments for this given provider, e.g. “CARD” To define a code, visit Payment Methods |
|
Authorization Expiry Days |
* Enter the number of days that the provider recommends that an Authorization is valid for, for instance, this is typically 7 days but may be more. |
|
Auth. Increase Tolerance % |
* Enter the percentage that your Merchant account allows for an increase in the original authorization. |
|
Auth. Decrease Tolerance % |
Enter the percentage that your Merchant account allows for a decrease in the original authorization by (e.g. 10, 100). |
|
Auto Reconciliation |
Select Yes |
* Please contact your Payment Provider Account Representative for their recommended setting.
FAQs
- Can I have more than one Payment Provider Account for my business?
- Yes – there is no limit to the number of accounts you can define
- Can I enable and disable accounts on the fly?
- Yes, when you disable or enable an account, it will take immediate effect and will either show up throughout Business Central or not as the case may be?
- Why may I want to have multiple Accounts for the same provider?
- If your organization has multiple locations, it may be that you wish to have an account per location – that way you can track the payments and reconcile them financially more easily. Your Payment Provider may also mandate that you must have different Merchant accounts or Merchant IDs across your locations and that way, each Payment Connector Account can have its own reference back to a given Merchant ID.
- Another answer could be you wish to have one set of credentials for your Tokenized payments, for instance where your customers are not present, and another profile and set of credentials for your device payments. If you have just the one Profile and are using both Pay by Token and Pay by Device, then both sets of transactions will be attached to the same Merchant Account with your Payment Provider.