g l o b a l p a ym e n t s u s e r g u i d e · 2021. 1. 8. · maestro international enables the...

23
September 19, 2019 Global Payments User Guide Global Payments extension version 2.3 and higher

Upload: others

Post on 26-Aug-2021

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

       September 19, 2019 

Global Payments  User Guide Global Payments extension version 2.3 and higher

Page 2: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

About Pronko Consulting Pronko Consulting is a development and consulting agency working in the eCommerce                       

sector. Our main field of expertise is the Magento platform with a solid experience in                             

building eCommerce applications, consulting on the Magento functionality and the                   

related matters, holding beginner and advanced developer trainings on Magento                   

development.  

 

One of the lines of our business is the creation of Magento extensions allowing quick                             

integration of third-party products in Magento-based eCommerce platforms. Magento                 

extensions provide ready-made but highly customizable solutions enhancing the                 

functionality and increasing the performance of your eCommerce website. 

About Global Payments

Global Payments with its European branch, is a provider of payment solutions and                         

services for eCommerce businesses.  

 

With our Global Payments extension, you can accept payments online in your Magento                         

2 web store. This is one of the best in its class payment integration carefully                             

implemented and tested by Developers specializing in Magento 2 (experts in payment                       

integrations). The Global Payments extension allows your customers to pay without                     

interrupting the checkout user journey of a website. It also supports MOTO orders                         

placed directly from the Magento Admin panel. We are releasing new features and                         

improvements regularly to ensure the best possible set of payment functionality. 

 

The Global Payments extension connects your eCommerce website with the Global                     

Payments gateway. This integration uses the Global gateway API (PCI SAQ A-EP) which                         

gives you, the merchant, full control of the customer's payment experience. 

Page 3: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Features list 

1. Support of the following credit and debit cards: Visa, Visa Debit, American                       

Express, MasterCard, Discover, 3V Visa, Diners, Maestro International,               

Switch/Solo Multi-store. 

2. Multi-currency and multi-account support. 

3. Transaction management from the Magento Admin panel. Choose between                 

Authorize and Capture payments (the customer's payment will be immediately                   

captured) or Authorize Only online payments (in case additional stock or                     

payment verifications should be performed). 

4. Support of partial Invoices (also known as Multi Settlement) and partial Credit                       

Memos (Refunds). 

5. Support of order creation and payment capturing from the Magento Admin panel                       

through Global Payments, also known as Mail Orders/Telephone Orders (MOTO). 

6. Selection between a Hosted Payment Page and an in-built payment form. 

7. Transaction Authorization information on the Order View Page. The additional                   

validation options allow the store owner to see the result of Address, CVN and                           

Postcode entry by the customer immediately. 

8. Transaction management and reporting on a single page, report export in CSV                       

and Excel formats in just a few clicks. 

9. Fraud management mechanisms including CVN, 3DSecure, AVS and Amex                 

SafeKey. 

10.Dynamic Currency Conversion. 

11.Secure tokenization support. 

12.Comprehensive error validation allowing the system to notify the merchant of any                       

data errors or payment amount issues while sending the payment transaction. 

How to configure Global Payments extension 

Page 4: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Before proceeding with the configuration of the Global Payments extension, make sure                       

that you have installed it following the instructions in the Global Payments Extension                         

Installation Guide. 

 

After installing the Global Payments extension, you can configure it in accordance with                         

your business goals and the specifics of your web store.  

 

From the Magento® Admin panel, navigate to Stores -> Configuration -> Sales ->                         

Payment Methods section. On the Payments Methods page, the Global Payments                     

method should be listed together with other payment methods installed in your system.  

Select Global Payments and click Configure. The Configure menu includes all                     

configuration settings for Global Payments. Once you have finished with the                     

configuration click Close to save and apply your changes. 

 

The Global Payments configuration settings are grouped into several sections: 

● Global Payments Account Information 

● Remote Integration 

● Hosted Payment Page 

● Fraud Management 

● Advanced Settings 

Page 5: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Make sure that you obtain and/or verify all configuration settings prior to configuring                         

the Global Payments extension. Pay special attention to the Global Payments Account                       

Information section, namely Merchant ID, Account, Secret, Refund Password fields. We                     

recommend that you have this information ready before configuring the Global                     

Payments extension. 

 

The Release Notes link next to the Module Version opens the Global Payments Release                           

Notes popup showing all release versions the related changes. Check this screen any                         

time to verify the changes and new versions installed in your Magento 2 web store. 

Global Payments Account Information 

The Global Payments Account Information section contains Global Payments account                   

settings. Before filling in this form, contact Global Payments to create an account and                           

obtain the credentials. 

Page 6: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

The table below explains the Global Payments Account Information fields and their 

possible values. 

Field  Value 

Merchant ID  Merchant ID provided by Global Payments 

Account  Account provided by Global Payments 

Default Sub 

Account Sub Account provided by Global Payments 

Sub Accounts 

List of additional sub-accounts created under your main Global 

Payments account. You can assign a sub account to a particular 

card type, for example, American Express, to send all sales 

transactions with American Express cards to such sub account. 

Secret  Secret provided by Global Payments 

Page 7: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Refund password  Refund password provided by Global Payments 

 

Sub Accounts 

You can create several sub accounts to have transactions paid with a particular credit                           

card type forwarded to the specified sub account. To use sub accounts, you need to                             

enable Remote Integration as the Connection Type (see below). 

 

To create a sub account, click Add Sub Account, enter its name and choose the credit                               

card type from the Card Type drop-down list. The list contains all credit card types                             

stored in the Remote Integration settings.  

 

To delete a sub account, click the Delete icon. 

General Configuration 

The same section also contains general configuration settings enabling the Global Payments extension in your web store. 

Page 8: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

The table below explains the general configuration fields, their possible values and 

setting results. 

 

Field  Value  Result 

Enable this 

solution Yes 

Global Payments method becomes available for use as 

a payment method during Checkout. 

Connection 

type 

Remote 

Integration 

The Global Payments form is integrated in the Checkout 

screen of your web store. See Remote Integration below 

for more details. 

 

Hosted 

Payment 

Page 

Payment is done on a secure payment page hosted by 

Global Payments. The transaction is approved by the 

financial institution and the approval is returned to the 

Checkout page. See Hosted Payment Page below for 

more details. 

Page 9: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Debug  Yes All communication queries are stored in the 

debug_realex.log file. 

Environment Production / 

Sandbox 

Changes the extension environment from staging to 

production. We recommend using Production once your 

website is live. 

Title Debit or 

Credit Card 

Defines the payment method title for Global Payments 

option at Checkout. 

Payment 

Action 

Authorize 

Only 

The initial order payment transaction authorizes the 

payment amount. 

 Authorize 

and Capture 

The initial order payment transaction transfers the 

payment amount to the Merchant’s bank account. 

 

Remote Integration 

The Remote Integration settings configure the in-built payment form on the Checkout                       

page. Before configuring this section, enable Remote Integration in the Connection                     

Type field (see above). 

Page 10: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

The table below explains the Remote Integration fields, their possible values and setting                         

results. 

 

Field  Value  Result 

Card Types 

American Express 

Visa 

MasterCard 

Diners 

Switch/Solo 

Maestro International 

Enables the available credit cards. 

CVV 

Verification Yes/No  Enables/disables CVV verification. 

Page 11: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Switch/Solo 

Issue 

Number 

Enabled 

Yes/No 

Enables Switch/Solo additional fields       

during checkout. Make sure to also select             

Maestro International Card Type to enable           

full Switch/Solo support. 

Production 

Gateway URL 

https://epage.payandshop

.com/epage-remote.cgi 

Gateway URL for communication with         

Global Payments in the Production         

environment. 

Sandbox 

Gateway URL 

https://epage.sandbox.pa

yandshop.com/epage-rem

ote.cgi 

Gateway URL for communication with         

Global Payments in the Sandbox         

environment. 

With Remote Integration configured, the Checkout page will contain all fields that you                         

set up in this section allowing the customer to enter their credit card details for                             

processing. The Checkout page will show the logos of the supported card types and the                             

Card Verification Number is shown or hidden depending on the configuration settings. 

Page 12: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Hosted Payment Page 

With the Hosted Payment Page option, the payment is processed by a secure Global                           

Payments server that forwards the payment details to the financial institution for                       

approval and returns the result to the Checkout page of your web store.  

 

Before configuring this section, enable Hosted Payment Page in the Connection Type                       

field (see above). 

The table below explains the Hosted Payment Page fields, their possible values and                         

setting results. 

 

Field  Value  Result 

Button Label Free-format button label,     

for example, Place Order 

Displays the custom text on the button             

completing the order on the hosted           

payment page. 

Page 13: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Use iFrame  Yes/No Displays the hosted payment page as an             

iFrame 

Use popup  Yes/No Displays the hosted payment page as a             

popup 

Return TSS  Yes/No  Enables/disables TSS return 

Dynamic 

Currency 

Conversion 

Yes/No 

Enables/disables Dynamic Currency     

Conversion allowing the customer to         

select payment in the store currency or             

credit card currency. 

Card Storage   

Enabled Yes/No  Enables/disables storing card details. 

Offer Save   

Card Yes/No 

Enables/disables the prompt to save the           

current card details for future transactions. 

Production 

Gateway URL 

https://epage.payandshop

.com/epage-remote.cgi 

Gateway URL for communication with         

Global Payments in the Production         

environment. 

Sandbox 

Gateway URL 

https://epage.sandbox.pa

yandshop.com/epage-rem

ote.cgi 

Gateway URL for communication with         

Global Payments in the Sandbox         

environment. 

 

With the Hosted Payment Page settings properly configured, the Checkout page                     

displays the payment details in a popup or iFrame. 

Page 14: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

 

Fraud Management 

The Fraud Management feature allows the merchant to pass, hold or block transactions                         

that are suspected of fraud. When Fraud Management is enabled, a set of fraud filters                             

are activated that check each transaction. 

Page 15: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

The table below explains the Fraud Management fields, their possible values and                       

setting results. 

Field  Value  Result 

Enable Fraud   

Management Yes/No  Enables/disables Fraud Management 

Fraud Filter   

Mode Active 

Enables active fraud management for each order. When the                 

transaction is suspected of fraud, the order status changes                 

to Suspected Fraud and the fraud filter result is shown as                     

Hold. The transaction is not processed. 

  Passive 

Enables passive fraud management for each order. When               

the transaction is suspected of fraud, the order remains in                   

the Processing status, while the filter status is shown as                   

Hold. The order status can be then changed manually. 

  Off Fraud filters are not applied and have no effect on order                     

processing. 

 

When the fraud filter is set to Active, the web store admin will immediately see possibly                               

fraudulent transactions marked with Suspected Fraud in their Order Status field and the                         

Status Filter Result set to Hold, meaning that the transaction has been out on hold and                               

requires manual processing. The rule that has been applied is also shown in the Fraud                             

Filter Rule Name field. 

Page 16: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

With the fraud filter set to Passive, the order is put on hold while its status is shown as 

Processing.  

Page 17: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

When the fraud filter is Off, the order status is not changed, and no fraud filter results 

are shown on the order page. The order is processed without the application of fraud 

filters. 

Page 18: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Advanced Settings 

The Advanced Settings section allows configuring additional options according to the 

business goals of the web store. 

Page 19: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

The table below explains the Advanced Settings fields, their possible values and setting                         

results. 

 

Field  Value  Result 

Minimum 

Order Total Number, for example 500 

Displays the payment method only if the             

order total reaches the set amount. 

Maximum 

Order Total Number, for example 500 

Displays the payment method only if the             

order total is lower than the set amount. 

Page 20: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Sort Order  Number, for example 1 Displays the Global Payment method         

according to the set sort order. 

New Order   

Status 

Pending 

Processing 

Suspected Fraud 

Completed  

Closed 

Canceled  

On Hold 

Allows selecting the order status to be             

assigned immediately to each new order.  

Multiple 

Settle/Refund 

Enabled 

Yes/No  Enables/disables multiple settle/refund. 

Payment 

from 

Applicable 

Countries 

All allowed countries  Payments are accepted from any country. 

  Specific countries 

Allows selecting the country from which           

payments are accepted. This option adds           

the Payment from Specific Countries field           

to select the allowed country. 

Payment 

from Specific   

Countries 

Country name, for     

example, France 

Displays a drop-down list of countries from             

which the allowed country can be selected.             

To select multiple countries, hold the Ctrl             

button and click country names. 

Accepted 

Currency 

Currency name, for     

example, Euro 

Allows selecting the currency in which           

payments may be accepted. 

Page 21: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Order prefix  Any Order prefix used only in the Sandbox             

testing environment. 

Global Settlement report 

With our Global Payments extension, the merchant can manage payment transactions                     

via the Magento Admin panel. A transaction can be processed as Settled, Refunded or                           

Void. 

The settled transactions can be found in the Global Settlement Report that is available                           

user Reports → Sales → Realex Settlement. 

The Global Settlement Report lists all settled transactions with the related order                       

numbers, creation date and time, amount, currency, authorization code as well as other                         

service information. You can search the list by keywords, filter it by any field, customize                             

the view and export the report CSV or Excel format. 

Page 22: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

Support 

The Global Payments module for Magento 2 comes with a support period. All support                           

requests will be reviewed within 24 hours.  

 

You can find the list of module updates, functionality improvements, new features, and                         

bug fixes in the Release Notes. If you have any suggestions for additional features or                             

improvements, please share, and we will review and discuss them.  

 

Please send all support requests and suggestions to [email protected]

We also recommend 

Browse our line of Magento extensions on Pronko Consulting official website. The                       

extensions will enhance the functionality of your web store building a complete                       

customer experience. For example, we recommend that you consider the following                     

extensions: 

● Global Payments Dynamic Currency Conversion extension. This extension works                 

with the Global Payments extension allowing to accept payments in either the                       

store currency or the customer’s card currency. The conversion occurs                   

immediately at the time of payment. 

Page 23: G l o b a l P a ym e n t s U s e r G u i d e · 2021. 1. 8. · Maestro International Enables the available credit cards. CVV Verification Yes/No Enables/disables CVV verification

● Gumroad Widget. The Gumroad Widget extension enables integration between a                   

Magento online store and the Gumroad eCommerce platform allowing to reach                     

more customers and increase sales. 

● Global Payments Enhanced Authorization extension. This extension enables               

integration with the American Express Card Acceptance Processing Network                 

(CAPN) allowing to forward additional payment information to the Global                   

Payments server for processing.