How to operate the Payment Process Gateway

Below are the process step to operate the Payment Process Gateway

Real time ACH and Payment Process and Scheduled

For real time ACH and Scheduled processing

The Sections of the Payment Processing Gateway

There are three (3) sections to the Payment Processing Gateway:

1. 1. 1. Credit Card & E-Check (ACH) Payment Details (Scheduled)
      2. Credit Card & E-Check (ACH) Payment Details (Recurring), and
      3. Bank Payment & Credit Card Details

To process real time Credit Cards and ACH in your Opportunity or Payments in Creatio.

At a minimum, you will use Section 1 and Section 3 to process a transaction. In section 3, all customer details need to be filled out for proper processing. If ACH, bank and routing information is required. Most customers send a Payment Stripe Form to their customer, receive that back and then input from there.

After Section 3 is filled out, to process a Credit Card in real time just fill out Payment Method and Manual Credit Card Amount to Charge – no other fields. If you have selected to have a Custom Button – just click on this and your transaction will be executed. If you selected the automated flows, your transaction will process in the timing interval you selected. You will see the results of your transaction with the filed – Last Date of Stripe Payment – now filled in and you will see a new record of the transaction in the Transaction Object; approved, decline, etc.

• • • If you select to run this transaction again, be sure to remove the Last Date of Stripe Payment entry – or it will not process.

To process Scheduled Credit Cards and ACH in your Opportunity or Payments in Creatio.

Please refer to the section above, you will need this information – and you will need the Enterprise version of the InterWeave SmartSolution- with automated timing intervals to pick up the Scheduled transaction.

In Section 1, two fields must be filled out – Next Automated Date for Payment/ACH Payment and Automated Credit Card Amount to Charge. This will allow the transaction to execute on this date and create a new record in the Transaction Object.

To process Recurring Credit Cards and ACH in your Opportunity or Payments in Creatio.

Please refer to the sections above, you will need this information – and you will need the Enterprise version of the InterWeave SmartSolution- with automated timing intervals to pick up the Scheduled transactions.

In Section 2, the first five fields must be filled out for the recurring transactions to fire. Again, you will see a new record of the transaction in the Transaction Object.

Recording the Real Time, Scheduled and Recurring Credit Cards and ACH transaction in your QuickBooks.

Many customers use work flow with automated email notification regarding transaction (or lack of it – denial) to inform themselves and their customers to the status of a transaction. You can also choose to create an Sales Receipt or Invoice with the “Paid” watermark across it to record the payment in QuickBooks.