Global Payments: Getting Started Guide

Quick tutorial Training course

Use this article as a guide to get started with the Global Payments gateway.

Review before getting started with Global Payments

Review the following to learn more about Global Payments:

Beginning the process

To begin the process, fill out the Enrollment Form:

  • Asia Pacific users will be in contact with an Ezidebit Business Development Manager (BDM).
  • North American users will be in contact with a Global Payments analyst.

Coordinating with Global Payments or Ezidebit

Review the section that applies to your region.

(AP only) Coordinating with Ezidebit

After the form is submitted, ASI begins coordinating with Ezidebit, an Australian subsidiary of Global Payments. A BDM from Ezidebit will reach out to you to begin creating your merchant account with Ezidebit. While you are collaborating with Ezidebit to create your merchant account, you should begin coordinating with your existing payment provider to close out that account.

After the contract is signed with Ezidebit, they assign your account a Digital Key. This is the information you will enter in iMIS to begin using the Global Payments gateway.

Note: You cannot use the Global Payments gateway until you are live with iMIS EMS, so make sure you are closing your existing gateway around the time you are going live with iMIS EMS. If you are already live with iMIS EMS, you can cancel your current gateway provider account as soon as you have the credentials from Ezidebit.

(NA only) Coordinating with Global Payments

After the form is submitted, ASI begins coordinating with Global Payments, and a Global Payments analyst will notify you that they have received the form.

CLIENT ACTION ITEMS TO CONSIDER WHILE WORKING WITH GLOBAL PAYMENTS

While you are collaborating with Global Payments to create your account, consider the following:

  • If you plan on using ACH transactions, you must request a separate gateway from Global Payments to minimize any confusion between ACH transactions and credit card transactions. Global Payments will not request this information from you, so it is important that you communicate to them that the separate gateway for ACH transactions is required by your organization.
  • Begin coordinating with your existing payment provider to close out that account. You cannot use the Global Payments gateway until you are live with iMIS EMS, so make sure you are closing your existing gateway around the time you are going live with iMIS EMS. If you are already live with iMIS EMS, you can cancel your current gateway provider account as soon as you have the credentials from Global Payments.

After the contract is signed with Global Payments, they assign your account credentials. These are the credentials you need to configure for the Global Paymetns gateway in iMIS:

  • Xweb ID
  • Terminal Id
  • Authorization Key

Configuring the gateway in iMIS

After you have the credentials from either Ezidebit (AP) or Global Payments (NA), you can configure the Global Payments gateway in iMIS. See Setting up the Global Payments gateway.

Testing the Global Payments gateway

Do the following to test the Global Payments gateway:

  1. Confirm prepayments are enabled:
    1. Go to Settings > Finance > General.
    2. Enable Allow staff users to enter prepayments and overpayments.
    3. Click Save.

      4. Note: If you do not want this setting turned on permanently, you can disable it after the test.

  2. Click the Cart icon.
  3. Enable Enter prepayment.
  4. Enter a Payment amount of 1.00 and choose a Payment method that is connected to the Global Payments gateway.
  5. Use a real credit card to test the scenario.
  6. Click Submit Order. If the order confirmation is displayed, then the gateway is successfully connected. If you receive an error, you may have entered the gateway credentials incorrectly. Contact your AiSP or ASI Technical Support if you need assistance.
  7. Refund your 1.00 transaction to test refunds. See Refunding payments.
  8. If necessary, disable Allow staff users to enter prepayments and overpayments.

Closing out your previous gateway account

The last step is to close out your previous gateway account. Coordinate with the gateway for details on how to close the account.

Review the post-implementation guide

See Global Payments post-implementation guide for next steps and FAQ information.