Set up credit card processing for renewals

Topic overview

In order to be able to collect your customers credit card information and to auto-process renewal rental invoices you setting up the Rental module in the following manner.

Open the Setup Wizard to the Credit Card Processing page via the following menu path:

Setup Tools > Setup Wizard > Credit / Debit Card Verification Options

The page is shown in Figure 1.

System500000771.gif

Figure 1: The Credit/ Debit Card Verification Options page

Only Mercury Payment Systems and Datacap systems, Inc. provides the ability to process these types of transactions. If you are already using another payment processor, you need to switch in order to be able to process credit card transactions in this manner.

In the Processor list on the left, select either Mercury Payment Systems or any of the other processors if you have the Datacap Systems NETePay Server software.

Once you have selected your processor and entered the required NETePay information, if applicable, click [Credit / Debit Cards] along the top of the Mercury Payment Systems tab, as shown in Figure 2.

System500000772.gif

Figure 2: The Credit / Debit Cards button

On the Credit / Debit Cards page you need to select the following options:

You also need to fill in your Merchant Number, as per the information provided by your processor.

An example of the completed page is shown in Figure 3.

System500000773.gif

Figure 3: Completed page example

Note: Do not use the Merchant Number shown in Figure 3, 494901 is not a valid Merchant Number.

The final step in the setup is to create special customer and merchant receipts. Click [Receipts] along the top of the page to display the Receipts page, as shown in Figure 4.

System500000774.gif

Figure 4: The Receipts page

On the Receipts page, locate and click [Recurring Customer Copy] to create the required receipt definition. This receipt is the same as a regular customer copy with the exception that the signature line contains the word RECURRING.

Click [Recurring Merchant Copy] to create the required receipt definition. This receipt is the same as the regular merchant copy with the exception that the signature line contains the word RECURRING.

Note: These special receipts are require to maintain PCI Compliance.

< Return to: Rental module introduction