Difference between revisions of "Freeside:1.9:Documentation:Administration:Real-time Processing"

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=Configuring Real-Time Processing=
 
=Configuring Real-Time Processing=
 +
 +
== Install gateway module ==
 +
 
*Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact
 
*Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact
−
** Debian:
+
Debian:
 
<pre><nowiki>
 
<pre><nowiki>
 
  root# aptitude install libbusiness-onlinepayment-gatewayname-perl
 
  root# aptitude install libbusiness-onlinepayment-gatewayname-perl
 
</nowiki></pre>
 
</nowiki></pre>
−
** Other OSes:
+
Other OSes:
 
<pre><nowiki>
 
<pre><nowiki>
 
  root# cpan Business::OnlinePayment::GatewayName
 
  root# cpan Business::OnlinePayment::GatewayName
 
</nowiki></pre>
 
</nowiki></pre>
−
*Remove the Batch Card processing event, and add a Real-Time Card processing event
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−
** Configuration -> Billing -> View/Edit Invoice Events
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== Configure billing events ==
 +
 
 +
* Remove the Batch Card processing event(s), if any:
 +
** Configuration -> Billing -> View/Edit Billing Events
 
** Click on "Batch card"
 
** Click on "Batch card"
−
*** Check off "Disabled"
+
** Check off "Disabled"
−
*** Click "Apply changes"
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** Click "Apply changes"
 +
 
 +
* Add an event for realtime processing:
 +
** Configuration -> Billing -> View/Edit Billing Events
 
** Click on "Add a new invoice event"
 
** Click on "Add a new invoice event"
−
*** Name it something like "Realtime card"
+
** Choose Type "Invoice"
−
*** Choose event types (probably "Credit card (automatic)")
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** Scroll down to the "Event action" dropdown at the bottom, and select "Run card with a Business::OnlinePayment realtime gateway"  
−
*** Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"  
+
** Click on "Add billing event definition" at the bottom of the form.
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*** Click on "Add invoice event"
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−
*Enable your payment gateway
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== Configure the payment gateway ==
−
** Configuration -> Settings
+
 
−
** Click "Edit Configuration"
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* Configuration -> Settings
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** Click the "Billing" tab
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* Click the "Billing" tab
−
*** For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and (optionally), type of action
+
* Scroll down and click on the "business-onlinepayment" configuration option.
 +
* In the text box, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and (optionally), type of action
 
<pre><nowiki>
 
<pre><nowiki>
 
  TCLink
 
  TCLink
Line 49: Line 59:
 
</nowiki></pre>
 
</nowiki></pre>
 
* Click "Apply Changes"
 
* Click "Apply Changes"
−
 
−
References
 
−
# http://search.cpan.org/src/WITTEN/Business-OnlinePayment-TCLink-1.03/README.freeside
 
−
# http://www.sisd.com/freeside/list-archive/msg03193.html
 
  
 
=Testing Real-Time Processing=
 
=Testing Real-Time Processing=
Line 68: Line 74:
 
* Click on 'Bill now', or run the freeside-daily cronjob from the command line as the freeside user
 
* Click on 'Bill now', or run the freeside-daily cronjob from the command line as the freeside user
 
* At the bottom of the screen, "Payment History" should include this transaction
 
* At the bottom of the screen, "Payment History" should include this transaction
 +
 +
= References =
 +
* http://search.cpan.org/src/WITTEN/Business-OnlinePayment-TCLink-1.03/README.freeside
 +
* http://www.sisd.com/freeside/list-archive/msg03193.html

Latest revision as of 12:58, 23 June 2010

Introduction

Freeside uses Business::OnlinePayment to process payments in real-time. See the Business::OnlinePayment homepage for supported processors. There is also an IPPay-specific version of these instructions.

Configuring Real-Time Processing

Install gateway module

  • Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact

Debian: 

 root# aptitude install libbusiness-onlinepayment-gatewayname-perl

Other OSes: 

 root# cpan Business::OnlinePayment::GatewayName

Configure billing events

  • Remove the Batch Card processing event(s), if any:
    • Configuration -> Billing -> View/Edit Billing Events
    • Click on "Batch card"
    • Check off "Disabled"
    • Click "Apply changes"
  • Add an event for realtime processing:
    • Configuration -> Billing -> View/Edit Billing Events
    • Click on "Add a new invoice event"
    • Choose Type "Invoice"
    • Scroll down to the "Event action" dropdown at the bottom, and select "Run card with a Business::OnlinePayment realtime gateway"
    • Click on "Add billing event definition" at the bottom of the form.

Configure the payment gateway

  • Configuration -> Settings
  • Click the "Billing" tab
  • Scroll down and click on the "business-onlinepayment" configuration option.
  • In the text box, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and (optionally), type of action
 TCLink
 someuser
 password
 Normal Authorization
  • Some payment gateways such as LinkPoint don't use a username/password, and require additional parameters. These can be passed in as key<newline>value pairs
 LinkPoint
               <-- intentionally left blank 
               <-- intentionally left blank 
 Normal Authorization
 storename     <-- key
 123456        <-- value
 keyfile       <-- key
 123456.pem    <-- value
 lbin          <-- key
 /usr/bin.lbin <-- value
 tmp
 /tmp/secure
  • Click "Apply Changes"

Testing Real-Time Processing

One Time Transactions

  • Choose a customer account
  • Click on 'Process credit card payment'
  • Enter a payment ammount, and credit card details
  • Click 'Process payment'
  • The transaction should happen immediately
  • Click on 'View this customer'
  • At the bottom of the screen, "Payment History" should include this transaction

Recurring Transactions

  • Choose a customer account
  • Click on 'Bill now', or run the freeside-daily cronjob from the command line as the freeside user
  • At the bottom of the screen, "Payment History" should include this transaction

References

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