Transitioning to Worldpay
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Topics include the following:
AcuityLogic Admin Settings
Depending on your current credit card processing setup, the following AcuityLogic Admin settings may need to be updated before you can start using Worldpay with AcuityLogic.
- Company Credit Card Validation Settings
- Office Credit Card Validation Settings
- Company Payment Type Settings
Company Credit Card Validation Settings
The following credit card validation settings for your company can be configured from the Attributes menu in the Company Information window.
- No Credit Card Validation — To use Worldpay, ensure that this check box is selected to disable AcuityLogic's credit card validation. This allows the credit card integration to handle the credit card validation process. If you need to enable AcuityLogic's credit card validation for offices that will not initially be using Worldpay, you can deselect the No Credit Card Validation check box in the Office Information window for those offices. See Office Credit Card Validation Settings.
- This check box may be deselected if you were previously processing credit card transactions manually.
- If you currently do not integrate with a credit card processor and plan to transition to Worldpay, it is recommended that you deselect this check box to enable AcuityLogic's credit card validation before the transition. Using AcuityLogic's credit card validation to capture credit card information before the transition makes the return process easier when a credit card payment needs to be refunded after transitioning to Worldpay.
- Capture Last 4 and Exp Date — To use Worldpay, ensure that this check box is deselected so that the credit card integration can capture the card information. This check box may be selected if you were previously processing credit card transactions manually.
Office Credit Card Validation Settings
The following credit card validation settings for each office using Worldpay can be configured in the Office Information window.
- Credit Card Process Type — To use Worldpay, select Payments Auth API from this drop-down list.A different option may be selected in this drop-down list if you were previously processing credit card transactions manually or with another credit card processor such as TMS.
- No Credit Card Validation — To use Worldpay, ensure that this check box is selected to disable AcuityLogic's credit card validation. This allows the credit card integration to handle the credit card validation process.
- This check box may be deselected if you were previously processing credit card transactions manually in this office.
- For offices that will not initially be using Worldpay, it is recommended that you deselect this check box to enable AcuityLogic's credit card validation before the transition. Using AcuityLogic's credit card validation to capture credit card information before the transition makes the return process easier when a credit card payment needs to be refunded after transitioning to Worldpay.
Company Payment Type Settings
The following payment type settings for your company can be configured from the Payment Types window.
- To use Worldpay, it is recommended that you set up a generic payment type called "Credit Card" with the following configuration:
- Active — Select the check box to set the payment type as active.
- Show On Screen — Enter a value greater than zero to make the payment type available.
- Credit Card — Select the check box so that the payment type triggers the integration with the Worldpay device.
Leave the Private Label and Exp Date Not Req'd check boxes deselected.
- For the other credit card brands such as Mastercard, it is recommended that you use the following configuration:
- Active — Select the check box to set the payment type as active.
- Show On Screen — Enter a value of zero.
- Credit Card — Deselect the check box.
- While you are transitioning to Worldpay, you can enter a Show On Screen value greater than zero for other credit card brands so that they are available for manual credit card transactions.
- While you are transitioning offices from manual credit card processing to Worldpay, users will see the credit card brands with a Show On Screen value greater than zero since the setting is for the entire company. After completing the transition for all offices, it is recommended that the Show on Screen value be set to zero for credit card brands that are supported by Worldpay.
Frequently Asked Questions
Here are answers to questions you may have when transitioning to Worldpay.
- Why do multiple credit card receipts open along with the invoice after I process a payment?
If you processed the payment using multiple credit cards, a credit card receipt opens for each credit card used. If the credit card receipts do not open, you may need to update your browser's popup window settings.
- Why am I not able to process a refund for a returned order?
There are several reasons why you are not able to process the refund. The credit card information may not have been captured or the information may not match what was captured. AcuityLogic assigns a masked last four and expiration date when it is not configured to capture credit card information, such as when credit cards are processed manually. Any credit card transactions processed with the masked data cannot be validated when attempting a refund.
Also, if you are processing the refund from a different location, the two locations may have different Tax IDs. In some of these scenarios, the refund will need to be processed using the Mail Check option. These scenarios will occur over time.
- Why do I see a customer credit when I process a refund?
If you processed the payment using multiple credit cards, the entire refund amount is placed into customer credit before you refund the charge amount to each credit card used. This is done to safeguard against loss of funds during the transaction.
- Why can I now refund multiple amounts to one credit card?
If you processed multiple payments using the same credit card using Worldpay (for example, initial and final payment for an order), you refund the charge amounts to the credit card separately. If you previously used TMS, you would have refunded the full amount to the credit card in one transaction.
- Why does a message appear about pending authorizations?
The message appears when an authorization is obtained for a payment that was not completed (for example, the browser window was closed or a power outage occurred) or canceled. Since an integration runs periodically to remove these authorizations, this message should not appear after 24 hours. If the message appears after 24 hours, it means that the authorized funds are still reserved. Contact AcuityLogic customer care for assistance.