Screen: ShopSite > Commerce Setup > Payment > Configure Processor

Optimal Payments Settings

Overview

If you have a Optimal Payments (formerly SureFire) merchant account, you can configure ShopSite to process credit card orders in real time. Your customers can enter their credit card information (including billing address) on the shipping screen and ShopSite will forward that information to Optimal Payments for verification. If the information is correct and there are funds available to cover the cost of the order, Optimal Payments will tell ShopSite that the order is authorized and ShopSite will display a receipt to the customer.

After you ship an order, you can go to the Orders screen in the back office, select the order, and then click Bill Orders to start the process to receive payment. ShopSite will send a request to Optimal Payments to capture the funds for that order, and the funds will be transferred to your merchant account, usually within a couple of business days.

Click here to begin the application process for a Optimal Payments account.

ShopSite Setup

After you have registered with Optimal Payments and received your merchant information, follow these steps to configure your ShopSite store to use Optimal Payments for payment processing:

  1. Go to the Commerce Setup screen in ShopSite and click Payment.
  2. In the Credit Card Processing section of the screen, click the Optimal Payments radio button.
  3. Click Configure Processor, which brings you to a screen containing the fields listed below. Fill in the fields with the information for your store.
Merchant ID
Enter your Optmal Payments user name, which was sent to you in an e-mail message when your Optimal Payments account was set up. Be sure to enter the user name for real-time transaction processing, not the one for accessing Optimal Payments’ merchant interface on the Web.
Merchant Password
Enter your Optimal Payments password, which was sent to you in an e-mail message when your Optimal Payments account was set up. Be sure to enter the password for real-time transaction processing, not the one for accessing the merchant interface on the Web.
Account Number
Enter your Optimal Payments account number, given to you when you received your Optimal Payments account.

Verification

Choose payment verification and security options that you would like ShopSite to use with Optimal Payments payment processing.
Display CVV2 Entry Box
Check this box to have ShopSite include a text box on the order form for customers to enter the CVV2 value from their credit cards. See the Payment Setup help for an explanation of CVV2.
Require CVV2 Entry
Check this box to make the CVV2 field a required field on the order form.
Display Error Details
Check this box only when setting up a new Optimal Payments account and making test purchases. If there are any problems with the transactions, the customer will see details about the error. Hopefully that customer is only you making test purchases. Turn this option off when you are ready to accept real transactions.
Reject on AVS Failure
Check this box to enable the Optimal Payments Address Verification Service for transactions in your account. If the billing address entered by the customer does not match what the Optimal Payments system thinks it should be, the transaction will not be authorized. This is optional; you do not have to enable AVS.
Note:

When an AVS check fails, the gateway notifies ShopSite of the failure, but still authorizes the transaction. If you have configured ShopSite to reject on AVS faiure, the order will not go through and no funds will be transferred from the customer’s account to the merchant account.

However, the gateway still places a "hold" on the customer’s account for the amount of the order. The authorization will eventually time out and the hold will be released, but you may see the authorization when you view transactions in your gateway account.

When using this option, do NOT use the 'Purchase' option for the payment operation, because the 'Purchase' option will cause the payment to be both authorized and settled, and would not time out if the orders were rejected because of AVS failure.

Transaction Type
Operation
Select the type of transaction that you want ShopSite to process when a customer places an order. For most situations, you should leave this set to Authorize-Settle. If your store sells digital download products, you may want to set this to Purchase to ensure that the funds are actually captured before customers are given access to the online products.

Credit Cards
Supported cards and other payment types Select which credit cards you want to accept payments from. If you are using a real-time payment gateway, you should check to see what cards your gateway accepts, and what the fees for those cards are. Check the box beside the card name to accept payment from that card. You can select any (or all) of the following:
  • Visa
  • MasterCard
  • Discover
  • American Express
  • Diner's Club/Carte Blanche
  • eCheck
  • JCB
CVV2 Help Text Enter the text to be used for the CVV2 Help Link. If your credit card processor is configured to include a CVV2 field with the payment information, this text will be displayed as a link beside the field.
CVV2 Help URL This is the URL to be used for the CVV2 Help Link. When a customer clicks the link beside the CVV2 field, a new window will open to this URL. You can use the default URL or you can create your own page explaining what a CVV2 is and where to find it on a credit card.

Click Save and Enable after you have entered your information. At this point, you may want to place some test transactions to verify that everything is set up correctly.

ShopSite Help and Resource Center
Last updated: February 18, 2014
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