Add/Edit Payment Processors
The Payment Processors tab in the Billing Config category on the System Settings screen allows you to define various payment processor settings in your database.
Each field on the New Payment Processor Setting screen is defined below.
| No. | Label | Definition |
| Basic Information | ||
| 1 | Description | Description of the payment processor setting. |
| 2 | Transaction Type | Type of transaction. Type options include Credit Card and Bank Account (ACH/EFT). |
| 3 | Currency | Type of currency for the payment processor setting. Currency options include USD, CAD, EUR, and GBP. |
| 4 | Active | Indicates whether the payment processor setting is active. |
| 5 | Use Test Environment | Indicates whether the payment processor setting uses a test environment. |
| 6 | Payment Processor | Payment processor for the setting. Payment processor options include TRX, Paya, and Stripe. |
| 7 | Tokenize Data | Indicates that the payment processor setting uses tokenized data. |
| Credentials | ||
| 8 | Client ID | Enter your client ID for the payment processor. |
| 9 | Source ID | Enter your source ID for the payment processor. |
| 10 | Password | Enter your password or token for the payment processor. |
| 11 | Gateway Token | Gateway token for the payment processor. |
| Additional Configuration | ||
| 12 | Tax ID (EIN) | Tax ID or EIN for the payment processor setting. |
| 13 | Fallback Commodity Code | Fallback commodity code for the payment processor setting. |
| 14 | Override Fraud Filtering | Indicates whether to override fraud filtering for the payment processor setting. |
| 15 | Allow Unrestricted ACH Credits | Indicates whether to allow unrestricted ACH credits for the payment processor setting. |
| Customer Facing Information | ||
| 16 | Company Name | Company name to use for the payment processor setting. |
| 17 | Company Name (Phonetic) | Phonetic spelling of the company name to aid in pronunciation. |
| 18 | Company Phone Number | Company phone number to use for the payment processor setting. |