Configuring Payment Methods for Customer Portal

Payment/Credit Card (CC) gateways or ACH gateways (USD only) may be configured to allow for payments to be accepted online.

Supported Payment Gateways are listed below, along with an associated vendor URL.

For multi-currency environments, payment gateways must be configured for each currency ISO code separately, even if multiple currencies share a single gateway. If a currency is not configured to accept payments, customers who are assigned that currency in SAP Business One will not see the payment options but will be able to see other details (such as account balance) in their assigned currency.

ACH Payments are only available for USD Invoice Payments. ACH is not supported during B2B Checkout.

For descriptions for each field, see Customer Portal Configuration - Payments Tab. Otherwise, follow the instructions below to set up a payment gateway.

To configure a payment gateway:

• (Both CC and ACH) In SAP Business One, open InterConnect Manager AddOn > Administration > Customer Portal Config. Select the Payments tab.

• (CC Only) Open the “Payment - Gateway” screen using the add (+) button.

• (CC Only) Select the currency that this gateway will apply to. Note that when a single gateway can be used by multiple currencies, then each currency must be mapped to the same gateway settings separately. In this case, when gateway credentials need to be updated, they must be updated separately for each currency.

• (Both CC and ACH) Select a Gateway from the drop-down (see markers 2 or 11 above).

• (Both CC and ACH) Enter the gateway’s URL (see markers 3 and 14 above), as provided by the gateway vendor.

• (Both CC and ACH) Enter the merchant login (see markers 4 and 12 above), as provided by the gateway vendor.

• (Both CC and ACH) Enter the merchant password (see markers 5 and 15 above), as provided by the gateway vendor.

• (ACH Only) Select the Transfer GL Account to be used by payments that use ACH.

• (CC Only) Select the B1 CC Payment Method to be used by payments that use Credit Cards.

• (Both CC and ACH) If required by the gateway vendor, enter custom field/value information. Note that many gateways do not require Special Fields, so these may be blank.

• (CC Only) Add any B1 Credit Card types that will be accepted by this gateway. If the Credit Card option is not found in this list, the customer will not be able to use it as a payment option. Note that each Credit Card must be linked to a GL Account that is set up to accept payments in that currency.

For example, say PayflowPro accepts USD and CAD payments. One entry for PayFlowPro will use CAD, and a second entry, created using the Add (+) button will use USD. In the Payments section there will be 2 PayFlowPro settings, both with the same username and password, but each with a distinct currency.

Supported Payment Gateways

To ensure maximum compatibility and security we work with a PA-DSS (PCI Industry) certified software component for all credit card transactions. Below is a list of the payment gateways supported by the 3rd party payment gateway processing component used in our Portals. Gateways on this list should work out of the box with the following caveats:

• We haven’t tested all of the gateways listed here. Specifically, we’ve tested with EBizCharge, Authorize.NET, BeanStream, Ogone, and Moneris.

• Gateways that haven’t been tested should work, however additional configuration may be required to enable these gateways and these additional configuration steps are not contained in our documentation.

• It is also possible that modifications to our software may be required to enable the listed gateway. If this is the case, we will provide a fix for customers with valid maintenance and running a currently supported version of our software.

• As individual Gateways update their services and software, it is possible that our software may become out of step with the current gateway implementation. If this is the case we will work with our 3rd party payment gateway provider to get the updated component and, assuming the Portal is a current actively supported version, we will provide a hot fix through support. If an older version of our Portal software experiences this problem, we may likely require upgrading to a more recently supported version to generate a hot fix.

Payment Gateways List

Unsupported Gateways

The following gateways may be listed in SAP Business One, but are longer supported. These gateways are either no longer in service, or they are no longer compatible with Customer Portal.