Adding a Gateway

This article will provide instructions on how to set up your gateways and gateway categories.

Add a Gateway Category

You will want to categorize your gateways by the corp they were acquired by. This is necessary to prevent cross-corping.

  • Select Gateways → Gateway List then click the green + Category button.

  • A pop up box will appear. Put the new category name in the field and click on the green Create Category button.

    • Once you create the categories, you can use the Category dropdown at the top of the gateway list to filter for a specific category.

Create a New Gateway

  • Select Gateways → Gateway List then click the smaller green + button.

  • Enter the gateway information into the General Details section.

  • Title - A name or identifier for the gateway.

  • Category - The category that this gateway corresponds to.

  • Gateway - The gateway.

  • (Optional) Enter the contact information related to the Gateway in the Customer Service section.

Used in autoresponders

  • Phone # - The customer service phone number that customers should call related to the gateway.

  • Chargeback # - The customer service phone number for chargebacks on the gateway.

  • Email - The customer service email that customers should use related to the gateway.

  • URL - A support web page related to the gateway.

  • (Recommended) Enter the gateway information into the Limits section.

Used for various calculations related to gateway costs

  • Monthly Cap - This is the total volume per month that is allowed to process on the gateway. The CRM can calculate your cap usage two different ways:

    • The first calculation includes only gross billings against the gateway and ignores refunds (this is default).

    • The second calculation shows net billings and includes refunds to give the net billings for the month. You can enable the second option by checking Include Refunds.

  • Discount Rate - The discount rate associated with the processor. This a percentage of volume taken by the bank on every sale.

  • Reserve Rate - This is a percentage on billings that the bank keeps in a rolling reserve.

  • Transaction Fee - This is a flat rate that is charged by the gateway for each transaction.

  • Chargeback Fee - This is a flat rate that is charged by the gateway for each chargeback.

  • RDR Fee (Visa) - This is a flat rate that is charged by the gateway for each RDR refund. See RDR for more information.

  • Ethoca Fee (Mastercard) - This is a flat rate that is charged by the gateway for each Ethoca refund. See Ethoca Refunds for more information.

  • Select the desired Additional Options

  • Enabled - Whether or not to allow any sales on the gateway. When this box is deselected, no sales are allowed to process against the gateway.

  • Block Prepaid Cards - Whether or not to allow prepaid cards to process against the gateway. If checked, prepaid cards will be blocked.

  • Block Debit Cards - Whether or not to allow debit cards to process against the gateway. If checked, debit cards will be blocked.

  • Direct Cascade Profile - (Optional) The cascade profile used to reattempt soft declined initial transactions. See Cascade Profiles for more information.

  • Select the desired Accepted Payments

  • eCheck - Check this if your gateway allows eCheck transactions.

  • Mastercard - Check this if your gateway allows MasterCard Cards.

  • Visa - Check this if your gateway allows Visa Cards.

  • AmEx - Check this if your gateway allows American Express Cards.

  • Discover - Check this if your gateway allows Discover Cards.

  • Enter the gateway information into the Gateway Details section. These are all acquired by the merchant provider.

  • Descriptor - The descriptor as provided by the merchant provider.

  • Mid # - The mid number as provided by the merchant provider.

  • Processor - The processor as provided by the merchant provider.

  • Merchant Category Code - The merchant category code as provided by the merchant provider.

  • Acquirer Bin - The acquirer bin as provided by the merchant provider.

When you are finished entering your gateway information, click the green Create Gateway button.

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