Setting Up Credit Card Processing in DM

Modified on: 2017-10-05 17:18:02 -0400


Introduction

Design Manager can be used to process secure credit card transactions through a Cayan/Merchant Warehouse merchant account over the Internet, no machines are required. Transaction data is encrypted using SSL encryption standard to most web page interfaces. Design Manager supports swiped(using a USB/keyboard card reader) or keyed (by an operator) transactions. Design Manager does not support debit cards (transactions that require a PIN).To open or switch to a Cayan/Merchant Warehouse account, call 800-836-2999or e-mail sales@designmanager.comso that Design Manager can refer a Cayan/Merchant Warehouse representative to you.


One-time Set Up 

Cayan/Merchant Warehouse will furnish a Site ID, Key, and Name along with a Username and Password to the MerchantWARE gateway. The gateway can be used to view transactions and run charges outside of Design Manager. Transactions put through the gateway directly will need to also be entered into Design Manager, therefore, it is recommended that all charges are process using Design Manager.

To setup Design Manager to process the credit card transactions open Design Manager as the Administrator and choose File -Company Settings. Click on the A/R Payment Tab.



If Cash Receipt Payment Types currently exist fore ach type of Card, (i.e. Visa, MC, Amex) they can be removed (deleted). Only one Credit Card Type is required if all transactions for all card types will be processed through MerchantWARE. 

 

Click the Add button to the right of the Cash Receipt Payment Types Grid

 

Designate a Type Name, “CC” for Credit Card is used in our example. 

 

Choose the Checking Account that will be receiving the money from Cayan/Merchant Warehouse. 

 

Select the “Run Credit Card using MerchantWARE" option. 


The “Always Ask CV” option can be selected if there is a desire to always remind the operator to enter the CV Code if available. The system never requires a CV Code; this option simply displays an additional warning.

The CV Code is a three-digit number that appears in the signature area on the back of your credit card after your credit card number. On American Express cards, the code is 4 digits long and appears on the front, just to the right and slightly above the card number.

 

Click OK to save the new Cash Receipt Payment Type.

 

 Next, click on the Enter MW Credentials (Enter MW Cred.) button.

Enter the SiteID, Key, and Name, provided by Cayan/Merchant Warehouse, into each window.

***Make sure that you enter the codes exactly as given to you by Cayan/Merchant Warehouse.***


 


Make sure that you click the OK button to save the Company Information Window.

Having trouble? Call 215-345-0844, you will not be charged for technical support pertaining only to the setup of your merchant account using Design Manager.





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