Note: iMIS Pay is the required gateway for the US and CA regions. Those in the AP and UK can still use other gateways.
Payflow (PayPal) is based in the United States and is available to customers in North America and Asia-Pacific (excluding Singapore, Malaysia, India, and Hong Kong).
The following table outlines more information about using the Payflow gateway with AutoPay/recurring payments.
|AutoPay||Type of transaction||Payflow Pro|
|With AutoPay||Recurring credit card||
|Recurring ACH/Direct Debit||No|
|Single ACH/Direct Debit||No|
|Without AutoPay||Single credit card||
|Single ACH/Direct Debit||
Before you go live with card authorization, you must complete the following implementation steps and checks:
- Apply for a merchant bank account at a financial institution.
- National Australia Bank/NAB
- Westpac Banking Corporation
- Westpac New Zealand Trust (NZD)
- St. George Bank
- ANZ Bank
- American Express
- Diners Club
- Use the SecurePay gateway.
- Create a credit card merchant account with ANZ Bank, NAB, or Westpac.
- Register with the Payflow Pro card authorization gateway.
- Verify your registration setup. This will be a notification from PayPal.
- Verify the Pay Central Service is setup. Go to Settings > Finance > Pay Central. The status messages should be green. If the status messages are not green, contact ASI Technical Support.
- Add the Payflow Pro
- From the Staff site, go to Settings > Finance > Pay Central , then click the Gateways tab.
- Select Add new gateway account.
- From the Gateway
typedrop-down, select Payflow Pro.
- Enter an Account Name.
- Partner: Use supplied Partner from Payflow Pro or PayPal.
- Vendor: Use supplied Vendor from Payflow Pro or PayPal.
- Username: Supplied Username from Payflow Pro or PayPal.
- Password: Use supplied Password from Payflow Pro or PayPal.
Note: Do not use ampersands (&), equals signs (=), single-quotes (‘), double-quotes (“), or spaces.
- From the Service type drop-down, select Live or Sandbox. Make sure to select Sandbox while testing your gateway to verify setup. This ensures a real financial transaction is not mistakenly processed during the testing.
- Click Save and Close.
- Define the payment method and payment method sets. If the payment method isn't correctly set up, the transactions will not go through.
- The default currency code must be specified in order for iMIS to pass the correct currency values to the gateway.
- From the Staff site, go to Settings > Finance > General.
- Under General, specify the Default currency.
- Click Save.
- Submit and review test transactions. See the Paypal developer guide for testing details.
- The acquiring financial institution approves the application and notifies the authorization gateway.
For the Asia-Pacific region, you must use one of the following merchant bank accounts:
Although the Commonwealth Bank of Australia is compatible with Payflow, it is not compatible with transactions made through an iMIS website. If you are using Commonwealth Bank of Australia, you have the following options:
You must apply for a merchant bank account. The merchant bank is where all the credit card transactions are verified. You can find a list of financial institutions using the authorization gateway website. However, before contacting a merchant bank, check with your bank to see if it is compatible with the authorization gateway.
Every organization accepting online credit card transactions must have a merchant account with an acquiring financial institution.
The acquiring financial institution deposits the daily credit card sales into the merchant’s account after deducting applicable fees. Some acquiring financial institutions perform merchant services in-house; others outsource these functions to a third-party processor. These services may include billing, customer service, reporting, authorization, and settlement services for merchants. A third-party processor is a company that provides credit card services to merchants on behalf of acquiring financial institutions.
You must set up an account with PayPal (previously VeriSign) for your Payflow Pro card authorization gateway. Set up your account by going to the PayPal website.
Make a note of your user login and password. You will need your user login and password to configure iMIS, and to view reports on the PayPal website. ASI Technical Support does not have access to this information.
When setting up an account for a non-US currency, you might encounter errors while testing a transaction. In that case, create a support ticket.
Note: You cannot delete an in-use payment gateway. If you attempt to delete a payment gateway in use by a payment method, you will see the following error message:
This item cannot be deleted because of a reference constraint.
For more information, go to https://www.paypal.com/us/webapps/mpp/payflow-payment-gateway.
Do the following to set the default currency:
The option to select a Default Currency is disabled if there are prices for a currency already defined in the system. The currency can be defined only if the database is empty of products with prices. Once products with prices are defined in the database, this option is disabled.
This process generally takes two-to-four weeks to complete.
PayPal transaction entries are generated with a captured status. You can edit or delete payment transactions if the changes are made on the same day. If the transaction has already been charged to the credit card, an error will be reported.
iMIS assumes that authorizations are captured every night, so the changes are only allowed if performed on the same system date as the authorization. However, the system date might not be the same as the batch date or the transaction date.
Note: Deferred payments have not been authorized and can be edited without restriction.
If you are using Payflow Pro as your credit card authorization gateway, and PayPal as your processor, you will see an authorization code of 111111 for all gateway transactions. The authorization code field is tied to a merchant ID. The merchant ID represents the processor, and since Paypal is the processor in this scenario, there is no merchant ID. The value of 111111 is a default.
In terms of reconciling iMIS transactions with Paypal transactions, the Authorization code is not needed. We use the Gateway reference number in iMIS to link to Paypal's Transaction ID.