Credit Card profiles define authorization procedures for credit card sales at your department.
The PayTrac Profile Subtype is designed for use with the Vermont Systems credit card interface.
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_Credit_Card_PayTrac_Tab1
API Base URL (SAProfileDetails_APIBaseURL)
You will not visit this field.
This field is hardcoded to https://finix.live-payments-api.com/.
DeleteApplication ID (SAProfileDetails_ApplicationID)
Enter your PayTrac Application ID as given to you by Vermont Systems.
DeleteMerchant ID (SAProfileDetails_PayTracMerchantID)
Enter the Merchant ID for this credit card profile as given to you by Vermont Systems. You may have multiple Merchant IDs under a single Application ID.
Note: If this is a Normal Retail account or a Restaurant account then click Provision MerchantID to poulate this field. It will provision a card present Merchant ID at Finix and will populate this field.
Merchant Identity (SAProfileDetails_PayTracMerchantIdentity)
Enter the Merchant Identity for this credit card profile as given to you by Vermont Systems.
DeleteAPI User Name (SAProfileDetails_APIUserName)
Enter your PayTrac user name and password as given to you by Vermont Systems.
THEN
Click Validate Credentials to verify the Application ID, Merchant Identity, Merchant ID, API User Name, and API Password fields are correct.
API Password (SAProfileDetails_APIPassword)
Enter your PayTrac user name and password as given to you by Vermont Systems.
THEN
Click Validate Credentials to verify the Application ID, Merchant Identity, Merchant ID, API User Name, and API Password fields are correct.
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.
DeleteAccount 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.
Statement Descriptor (SAProfileDetails_StatementDescriptor)
You will not visit this field.
This view-only field will be populated and maintained automatically from response data that is imported into RecTrac when the PayTrac Status Updater program runs.
DeleteTip 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.
DeleteManaged 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.
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.
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.
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.
DeleteAllow Managed Profile Billing Updates on WebTrac (SAProfileDetails_AllowManagedProfilesBillUpdate)
Select this option to allow patrons to update Installment Billing Records and Auto-Debit Records on WebTrac that were created from a previous credit card integration after switching to the PayTrac credit card integration.
DeletePre-PayTrac Billing Profile (SAProfileDetails_PrePayTracBillProfile)
This field is applicable for customers who are transitioning to PayTrac from either CardConnect WebXpress or ETS and run Installment billing Household Balance Auto Pay or Tee Time No-Show Processing. Bills/AutoPay/Tee Times setup using a NON-PayTrac Merchant Id will be sent to the Merchant that is linked to the Credit Card profile that is selected in this field.
DeleteeCom Rate (SAProfileDetails_eComRate)
You will not visit this field.
This field displays the eCom rate you agreed to when purchasing PayTrac from Vermont Systems. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
eCom Fee (SAProfileDetails_eComFee)
You will not visit this field.
This field displays the eCom fee you agreed to when purchasting PayTrac from Vermont Systems. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
eCom Patron Rate (SAProfileDetails_eComPatronRate)
You will not visit this field.
This field displays the eCom patron rate you agreed to when purchasing PayTrac from Vermont Systems. This is an additional service rate applied to the total paid in WebTrac. Patrons pay this fee. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
eCom Patron Fee (SAProfileDetails_eComPatronFee)
You will not visit this field.
This field displays the eCom patron fee you agreed to when purchasing PayTrac from Vermont Systems. This is an additional transaction fee applied to the total paid in WebTrac. Patrons pay this fee. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
Retail Rate (SAProfileDetails_retailRate)
You will not visit this field.
This field displays the retail rate you agreed to when purchasing PayTrac from Vermont Systems. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
Retail Fee (SAProfileDetails_retailFee)
You will not visit this field.
This field displays the retail fee you agreed to when purchasing PayTrac from Vermont Systems. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
Retail Patron Rate (SAProfileDetails_retailPatronRate)
You will not visit this field.
This field displays the retail patron rate you agreed to when purchasing PayTrac from Vermont Systems. Patrons pay this fee. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
Retail Patron Fee (SAProfileDetails_retailPatronFee)
You will not visit this field.
This field displays the retail patron fee you agreed to when purchasing PayTrac from Vermont Systems. Patrons pay this fee. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
MOTO Rate (SAProfileDetails_motoRate)
You will not visit this field.
This field displays the MOTO retail rate you agreed to when purchasing PayTrac from Vermont Systems. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
MOTO Fee (SAProfileDetails_motoFee)
You will not visit this field.
This field displays the MOTO retail fee you agreed to when purchasing PayTrac from Vermont Systems. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
MOTO Patron Rate (SAProfileDetails_motoPatronRate)
You will not visit this field.
This field displays the MOTO retail patron rate you agreed to when purchasing PayTrac from Vermont Systems. Patrons pay this fee. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
MOTO Patron Fee (SAProfileDetails_motoPatronFee)
You will not visit this field.
This field displays the MOTO retail patron fee you agreed to when purchasing PayTrac from Vermont Systems. Patrons pay this fee. This field is populated by clicking the Get Application Tags during initial setup.
Note: Application Tags are fetched during the first credit card sale processed of for the day. Application Tags are not expected to change but if they do they will be updated automatically.
When you click Get Application Tags any PayTrac credit card profiles with an identical Application ID as the profile where the button was selected will also have their Tag fields updated.
PayTrac Merchant Name (SAProfileDetails_PayTracMerchantName)
Enter the name for this Merchant ID exactly as it was established when named in Finix.
DeleteMerchant Contact (SAProfileDetails_MerchantContact)
Enter the name of a contact person for this Merchant ID. This should be an employee or group for the merchant.
DeleteMerchant Address 1 (SAProfileDetails_MerchantAddress1)
Enter in the address information for this merchant.
DeleteMerchant Address 2 (SAProfileDetails_MerchantAddress2)
Enter in the address information for this merchant.
Delete