Settings: Payment Processing

Table of Contents

• Overview
• Instruction
• Fields
  • Clearent
    • Web Credentials
    • Customer Online Payments
  • ECS
    • ACH Credentials
    • Web Credentials
    • Card Reader Credentials
  • Cayan

Overview

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FieldEdge will allow you to integrate with certain Payment Processing partners. This allows you the ability to authorize credit card and bank account payments and take payments in the office or field. You can also save customer's payment information for later use, along with automatically billing your customers. This is particularly useful for recurring payments on service agreements.

Instruction

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1. First, in the top right of FieldEdge, click Settings and then in the Company section choose Payment Processing.

2. Next, choose the integrated Merchant Type that you have an account with.

3. Then, enter your account information in the merchant fields. 

• Note: These fields will be different, depending on your Merchant Type.

4. When you have finished configuring your credentials based on your Merchant Type, click Save to update FieldEdge with your changes.

Fields

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First, choose a Merchant Type. This will impact what information will display. See below for the specific fields for each Merchant Type.

Clearent

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If using FieldEdge Payments, powered by Clearent, enter the information into the following fields.

Web Credentials

Use the below fields to allow customers to make payments on their emailed invoices. You will need to fill out this section along with setting up your communication templates to provide a [web_invoice_link].

Clearent Hpp Public Key

Enter the merchant provided Hpp Public Key in this field. This is a required field to process payments in FieldEdge.

API Key

Enter the merchant provided API Key in this field. This is a required field to process payments in FieldEdge.

Customer Online Payments

These credentials will be used for allowing customers to make online payments when invoices are emailed to them.

Clearent Hpp Public Key

Enter the merchant provided Hpp Public Key in this field. This is a required field to process online payments in FieldEdge.

API Key

Enter the merchant provided Hpp Public Key in this field. This is a required field to process online payments in FieldEdge.

Enable Address Verification System(AVS) - Check this box to require customers to fill out their full address for verification, when processing payments

ECS

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Use the below fields to enter the merchant information provided by ECS.

ACH Credentials

The below fields will be used to process ACH payments in FieldEdge. This information will be provided by ECS.

ACH User

Enter your ECS ACH User information. This information is configured through ECS, prior to entering in FieldEdge.

ACH Password

Enter your ECS ACH Password information. This information is configured through ECS, prior to entering in FieldEdge

Web Credentials

Enter ECS Web Credentials to accept credit card payments through FieldEdge. This information will be provided by ECS.

ECS Seller ID

Enter the merchant provided ECS Seller ID in this field. This is a required field to process payments in FieldEdge.

ECS Seller Key

Enter the merchant provided ECS Seller Key in this field. This is a required field to process payments in FieldEdge.

ECS Hash Key

Enter the merchant provided ECS Hash Key here. This is a required field to process payments in FieldEdge.

Enable Address Verification(AVS)

Check this box to require customers to fill out their full address for verification, when processing payments.

Card Reader Credentials

The following fields are required to allow your mobile technicians the ability to process credit card payments through ECS card readers.

Employee Name

Choose the mobile employee that will be using this specific card reader.

ECS Seller ID

Enter the merchant provided ECS Seller ID in this field. This is a required field that is needed for this employee to process payment information using an ECS credit card reader.

ECS Seller Key

Enter the merchant provided ECS Seller ID in this field. This is a required field that is needed for this employee to process payment information using an ECS credit card reader.

ECS Hash Key

Enter the merchant provided ECS Hash Key in this field. This is a required field that is needed for this employee to process payment information using an ECS credit card reader.

Cayan

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Enter the below information to process payments in FieldEdge, when using Cayan integration.

Site ID

Enter the merchant provided Site ID in this field. This is a required field needed to process payments in FieldEdge.

Key

Enter the merchant provided Key in this field. This is a required field needed to process payments in FieldEdge.

Name

Enter the Name that was configured with your Cayan account. This is a required field needed to process payments in FieldEdge.