Credit Card profiles define authorization procedures for credit card sales at your department.
The CardConnect Profile Subtype is designed for use with RecTrac's Electronic Redirect Interface (ERI) with CardConnect.
See Also: Topic Doc - CardConnect - Bolt V2 (Ethernet) Integration
See Also: Topic Doc - CardConnect - CCPanpad (USB) Integration
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
SAProfile_CreditCard_CardConnect_Tab1
Merchant ID (SAProfileDetails_MerchantID)
If CardConnect Credit Card profile: Enter the Merchant ID number for this profile as given to you by CardConnect.
If Profit Stars Check profile: Enter your Mechant ID, as provided by Profit Stars.
DeleteUser Name (SAProfileDetails_MerchantUserName)
Enter your User ID as given to you by CardConnect.
DeletePassword (SAProfileDetails_MerchantPassword)
Enter the password associated with your account, as given to you by CardConnect. This field is case-sensitive.
Passwords are masked in RecTrac. Passwords in RecTrac appear either as a series of pipes" or dots in password fields (i.e. | | | | | or •••••).There is no Permission that allows you to see an actual password. There is no Report in RecTrac that will display a password.
Additionally RecTrac user passwords and WebTrac user passwords are encrypted based on the configuration settings as maintained on your Encryption profile.
DeleteCardConnect EndPoint (SAProfileDetails_EndPoint)
Enter the EndPoint URL as given to you by CardConnect. Typically this value will be as follows, but you should verify with CardConnect.
- For RecTrac Live - https://vsi.cardconnect.com:8443/cardconnect/rest/
- For RecTrac Demo - https://vsi.cardconnect.com:6443/cardconnect/rest/
Account Type (SAProfileDetails_AccountType)
Select the type of Account you want to use for this Credit Card profile.
- Normal Retail - Used for normal every day transactions performed in RecTrac.
- e-Commerce - Used for normal every day web-based transactions, such as those performed by patrons in WebTrac.
- Restaurant - Used where credit card transactions will include tip processing, such as in a restaurant or bar.
- MOTO - Used for Installment Billing processed through RecTrac.
Settlement Type (SAProfileDetails_SettlementType)
Select your settlement type for this Credit Card profile.
- Auto - This option settles the transaction with your gateway upon completion. Always use this option for Normal or E-Commerce account types. Use this option for Restaurant account types only if you do not process tips.
- Manual - This option waits to settle the transactions until manually prompted. Select this option only if you are using a Restaurant account type and if you are processing tips, as you want to include the tip in the final settlement.
Tip GL Code (SAProfileDetails_TipGLCode)
This field is applicable only if you process tips from within RecTrac and is generally restricted to Restaurant Account Types only.
Select the GL Code to which you wish tips to post. This field must be populated in order to gain entry to the Tip Processing program.
GL Codes are maintained in GL Code Management.DeleteTip Cost Center (SAProfileDetails_TipCostCenter)
This field is applicable only if you process tips from within RecTrac and is generally restricted to Restaurant Account Types only.
Select the Cost Center to which you wish tips to post if desired.
Cost Center Codes are maintained in Cost Center Management.
DeleteCard Brands Accepted (SAProfileDetails_CardBrandsAccepted)
Select the credit card brands you accept.
DeleteAuth Copies (SAProfileDetails_AuthCopies)
Select the number of credit card/e-Check authorization receipts you want to print upon completion of a transaction. For example, '2' (for two copies): one for the customer, and one to be signed and placed in the cash drawer..
Auth Copies print along with the regular receipt.
DeleteRequire Signature Amount (SAProfileDetails_SignatureAmount)
How this field is used is dependent upon your credit card solution. In all cases, the value you enter in this field is a threshold value used to determine whether a signature line is printed on the Auth Receipt. Refer to your credit card solution below for more specifics.
CardConnect - The value in this field is involved in determining whether the Ingenico isc250 pin pad prompts for signature or not. It is also used to determine whether a signature line is printed on the Auth Receipt.
- If the isc250 prompts for signature, and the customer signs, then the signature is captured and no signature line will print on the Auth Receipt.
- If the value of the sale is less than the value entered here, the Auth Receipt will print with Signature Not Required."
- For example the isc250 is set to require signature at $25.00. The value in this field is $25.00. A sale of $25.00 or more will prompt for a signature on the isc250 and no signature line will print on the receipt. A sale of $24.99 or less will result in no signature capture on the isc250 and "Signature Not Required" being printed on the Auth Receipt.
Elavon - In RecTrac this the value in this field is used when no signature capture takes place on a pin pad but you want to have the customer sign on the Auth Receipt. For example you do NOT use the Ingenico isc250 pin pad. You want customers to sign for any sale greater than $20.00. You would enter "20.00" in this field. Sale amounts for less than the value entered here will result in "Signature Not Required" being printed on the Auth Receipt.
Note: If using the Ingenico isc250: If you are prompted for a signature and the customer signs then the signature is captured and no signature line prints on the Auth Receipt. If you are not prompted for a signature then "Signature Not Required" prints on the Auth Receipt.
Elavon can make a change on their side to always prompt for signature on the isc250 or to never prompt for signature.
PlugNPayThis field is used to determine whether a signature line will print on the Auth Receipt only. Any sale equal to or greater than the amount entered here will result in a signature line being printed on the Auth Receipt. Any sale less than the value entered here will result in an Auth Receipt with no signature line. For example you want customers to sign for any sale greater than $20.00. You would enter "20.00" in this field.
Note: PlugNPay does not offer pin pads that incorporate signatures at this time.
Managed Profiles (SAProfileDetails_ManagedProfiles)
For the PayTrac credit card gateway.
Select the other credit card profiles you want the ability to work with. This controls the records that show in the tip processing program. It does not control the records that display in programs where you can link cards for installment billing household auto pay or tee time no-show. In those programs the records that will display are any "PayTrac" active card on file that was obtained / used for payments in WebTrac.
For CardConnect Elavon/ETS PlugNPay and VeriFone credit card gateways.
Select the other credit card profiles you want the ability to work with during the manual or auto settle process.
DeletePerform Tender Exchange for Tip Processing (SAProfileDetails_PerformTenderXforTipProcessing)
This option is applicable only if you select Restaurant as the Account Type for this profile.
Select this option if you give your servers cash for tips charged to credit cards at the end of their shift.
Leave this option de-selected if servers are given credit card tips as part of their wages or in another form after settlement with the bank.
For example Bobbie Sox finishes her shift and has $100.00 in tips from checks/bills paid by credit card. If you give Bobbie $100.00 from the cash drawer you would select this option. If instead you cut Bobbie a check once your bank has reimbursed you for the credit card sales then you would deselect this option.
DeleteCheck Household for Stored Credit Card? (SAProfileDetails_CheckHHStoredCreditCard)
Select this option to have the system present the clerk with a list of credit cards that a patron/household has used in the past, if any, when processing a transaction and using a Credit Card Payment Code. The clerk can then choose a card from the list, and the last order ID, as well as the masked credit card information will passed to the gateway to validate the sale. If the stored information is verified, the sale will be permitted. If the stored information is not verified, the sale will be declined and a different credit card will have to be used.
Deselect this option if you do not want the system to present a customer's list of previously used credit cards for selection.
Note: The list of credit cards presented contains limited information only (i.e. first digit plus last four (4) digits only). RecTrac does NOT store complete credit card numbers anywhere within the database.
Use CardConnect Bin Service to Obtain Card Country Origin (SAProfileDetails_UseBinService)
Select this option to have CardConnect return the country of origin for the credit card being used on a transaction.
Note: In order to use the BIN Service you must contact CardConnect. Once they have enabled it on your account then you may use this option.
Display Service Fees on Receipts and Payment Screens (WebTrac and RecTrac) (SAProfileDetails_DisplayServiceFees)
Select this option if you want the CardConnect service fee to be displayed on receipts and on payment screens (both WebTrac and RecTrac). When this is checked, the Service Fee Rate and Service Fee Type fields will be shown.
Note: The service fee rate and type fields will be automatically populated when a credit card transaction is processed.
Service Fee Type (SAProfileDetails_ServiceFeeType)
This field holds the type of service fee that is used. CardConnect supports both percent and flat fees.
Note: The service fee type cannot be changed manually this will be automatically populated when a credit card transaction is processed.
Service Fee Rate (SAProfileDetails_ServiceFeeRate)
This field holds the service fee rate that is charged by CardConnect.
As an example, if the service fee rate being charged is 2.15%, this field should be 2.15. For a flat amount of $0.25 this field should be 0.25
Note: The service fee rate field will be automatically populated when a credit card transaction is processed.
Hosted Payment Page Version (SAProfileDetails_HostedPaymentPageVersion)
Select your Hosted Payment Page option.
THEN
Fill out the Payment URL field with the proper information.
- Hosted Payments V1 - Allows your patrons to complete credit card transactions in WebTrac. This is the original payment page from CardConnect. It will be deprecated at some point in the future.
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Hosted Payments V2 - Allows your patrons to complete credit card transactions in WebTrac. This option allows you to create a custom Payment Page tailored to your department's look (wording, font color, logos, etc.).
See Also: Topic Doc - CardConnect Hosted Payment Page for WebTrac. - Hosted iFrame Tokenizer- This solution captures code (HTML JavaScript and Java) associated with a CardSecure token value within an iFrame.
Notes for CardConnect Users: This field is applicable only if you are using this profile for WebTrac payments. If you are NOT using this profile for WebTrac payments then leave it at is default setting.
Payment URL (SAProfileDetails_PaymentURL)
How this field is used is dependent upon your credit card solution. Refer to the entries below.
If you use CardConnect as your Credit Card Solution
Enter the Payment URL as given to you by CardConnect. The URL you enter is dependent your setting in the Hosted Payment Page Version field.
- Hosted Payments V1 - https://securepayments.cardconnect.com/hpp/payment/.
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Hosted Payments V2 - Enter the URL given to you by CardConnect
See Also: Topic Doc - CardConnect Hosted Payment Page for WebTrac. - Hosted iFrame Tokenizer - N/A. No Payment URL is required.
Note for CardConnect Users: This field is applicable only if you are using this profile for WebTrac payments. If you are NOT using this profile for WebTrac payments then leave it blank.
If you use PlugNPay as your Credit Card Solution - Enter the Payment URL as given to you by PlugNPay. For example https://pay1.plugnpay.com/payment/pay.cgi
DeleteCardConnect Site Name (SAProfileDetails_SiteName)
This field is applicable if you are using this profile for WebTrac payments.
Enter vsi in this field. Be certain to use lower case.
DeleteRSA Encrypted Key (SAProfileDetails_RSAEncryptedID)
This field is applicable if you are using this profile for WebTrac payments.
Enter the RSA Encrypton Key as given to you by CardConnect. This will be a long alpha-numeric string.
DeletePre-fill Billing Address Fields (SAProfileDetails_AutomatedCCFields)
Select the credit card field that you want to have populated automatically on your Hosted Paymen Page (HPP) in WebTrac.
- Address
- City
- State
- Zip Code
Display Address Fields (SAProfileDetails_DisplayAddress)
This field is applicable if you are using this profile for WebTrac payments.
Select this option to have patron's street address fields appear on CardConnect Gateway when processing eCommerce credit card sales.
Deselect this option if you do not require address information.
DeleteDisplay CVV Field (SAProfileDetails_DisplayCVV)
This field is applicable if you are using this profile for WebTrac payments.
Select this option to have the credit card CVV field appear on CardConnect Gateway when processing eCommerce credit card sales.
Deselect this option if you do not require CVV numbers.
DeleteBolt EndPoint (SAProfileDetails_BoltEndPoint)
These fields are applicable only if you are using CardConnect with BOLT integration.
This field displays the Bolt EndPoint URL. It is https://bolt.cardpointe.com:443/api/v2
DeleteBolt API Key (SAProfileDetails_BoltAPIKey)
These fields are applicable only if you are using CardConnect with BOLT integration.
This field displays the Bolt API Key for all VSI CardConnect customers. It is 6oXxkPFROi8BQqtxi73lfVIm3YEYbDZffpv6GZ6qbOw=.
Delete