External Payments

External Payments

Module: Payment Date
Path: Campaigns > Payment Data> Payment Processing Accounts
Topic: External Payments
Version(s):  5.1
Editions: All

What Are External Payments

There are situations that result in having to process payment outside Orderlogix. Maybe your organization has recently migrated to a new payment gateway and are unable to process refunds via the previously used gateway. Perhaps you want to refund a customer whose credit card on the original form of payment is no longer active. Every so often clients have come across a situation where payment has needed to be processed via methods outside Orderlogix but still need a way to record information about that transaction. Orderlogix now has a way to help you do just that.

Making The Connection

Where Will I See This Within OLX?

You will see this on the Order Detail screen and Process Payment Batches screen.

Order Detail Screen > Payment Processing (will only process on credits, not debits)



Order Detail Screen > Refund



Order Detail Screen > RMA Details





What Reports Can Be Pulled?

  1. Payment Batch Report
  2. Accounting Return Analysis Report
  3. Real Time Auth Report

What Imports/Exports Relate to External Payments

  1. Data Warehouse Export

Trouble Shooting

  1. I can't process the payment using the external account

    1. Payment will only process for credits, not debits

Setup

Navigate to Company Data > Payment Data > Payment Proc Accounts


Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

Account Name
Account Number
Account Type
Credit Card = CC
Echeck = EC
Check/Money Order = CMO
Import = IMPORT
Client
Merchant Name
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 



Add New

  1. To copy an existing record, click on the copy button next to the record you want to copy.
  2. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  3. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.


  1. Account Name - Set a unique identifying name
  2. Client - Select any client you would like to regulate this account to be used by. Leave set to None for all clients to use.
  3. Environment ID - 2 options available, you may select either. 
  4. Default Client Export Spec
  5. Account Type - There are 4 account types but only 2 that are eligible to be used with an external account setup
    1. Credit Card = CC
      1. American Express - Will auto select, leave as is
      2. Discover - Will auto select, leave as is
      3. Visa - Will auto select, leave as is
      4. Master Card - Will auto select, leave as is
      5. Allow Tokenization - Do Not Check
      6. Require Debit Items in Single Tran - Do Not Check
      7. External - You must select this check box
    2. Echeck = EC
      1. Require Debit Items in Single Tran - Do Not Check
      2. External - You must select this check box
  6. Payment Processor = None
    1. You must NOT select a gateway under Payment Processor 

    3. External option is enabled. Payments with this account will not be processed by OLX. Do you want to continue?

    5. For external payment processing account payment processor should be None.
Please disregard the remaining fields as they are of no value for an external account setup.


* To save the changes click the Save button .

  2. External option is enabled. Payments with this account will not be processed by OLX. Do you want to continue?
  3. Click OK
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.

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