Payment & Processing, Form Fields

Payment & Processing

• Transaction Type: 
  • Capture - Funds will be captured when order is placed
  • Auth Only - Funds will only be authorized when order is placed. Capture will need to be performed manually when processing orders.

• Modal Checkout:
  • Enabled - A modal (pop-up) will be used at checkout for customer to complete their loan approval
  • Not Enabled - Customer will be redirected to the Affirm site to complete their loan approval
• Enhanced Analytics: Enable Affirm's enhanced analytics functionality. (NOTE: Enhanced Analytics can cause an increase in site load times)
• Affirm Capture Funds: 
  
  • Auto-Capture - Capture funds request will be submitted to Affirm when an order is placed
  • Authorize & Capture - Funds will only be authorized when order is placed. Capture will need to be performed manually when processing orders
• Affirm Public Key: Public Key credential obtained from your Affirm account
• Affirm Private Key: Private Key credential obtained from your Affirm account
• Minimum Price: 
  • Text Field - Set the threshold amount required for a checkout to qualify for Affirm
  • ALA Messaging & Checkout - Display "As Low As" messaging on both product pages & at checkout
  • Checkout Only - "As Low As" messaging will display only at checkout
• Affirm Messaging: Enter & enable Affirm Promotional Messaging information on your site. By default, text value = promo_set_default
• Affirm Promotional Messaging Customization: Set colors, messaging types, & define user event actions for Affirm Promotional Messaging

• Failed Credit Card Limit: Number of failed credit card attempts a customer can perform before their order is locked
• Failed Credit Card Interval: Number of minutes that must elapse before a locked order can be reattempted
• Authorize.net Login ID: API Login ID found in your Authorize.net merchant account
• Authorize.net Transaction Key: API transaction key generated in your Authorize.net merchant account
• Authorize.net Custom Decline Message: This message will replace the standard decline message from Authorize.net
• Authorize.net Currency: The currency code sent to Authorize.net
• Capture Funds:
  • Enabled - Capture funds request will be submitted to Authorize.net when an order is placed
  • Not Enabled -  Funds will only be authorized when order is placed. Capture will need to be performed manually when processing orders
• $1 Authorization:
  
  • Enabled - Amount authorized for every transaction will be $1 instead of the full transaction amount (NOTE: Capture Funds setting cannot be used with $1 Authorization)
  • Disabled - Full transaction amount will be submitted to Authorize.net

• Failed Credit Card Limit: Number of failed credit card attempts a customer can perform before their order is locked
• Failed Credit Card Interval: Number of minutes that must elapse before a locked order can be reattempted
• Public Client Key: Key generated through Authorize.net Merchant Interface 
• Authorize.net Login ID: API Login ID found in your Authorize.net merchant account
• Authorize.net Transaction Key: API transaction key generated in your Authorize.net merchant account
• Authorize.net Custom Decline Message: This message will replace the standard decline message from Authorize.net
• Authorize.net Currency: The currency code sent to Authorize.net
• Capture Funds:
  • Enabled - Capture funds request will be submitted to Authorize.net when an order is placed
  • Not Enabled -  Funds will only be authorized when order is placed. Capture will need to be performed manually when processing orders
• $1 Authorization:
  
  • Enabled - Amount authorized for every transaction will be $1 instead of the full transaction amount (NOTE: Capture Funds setting cannot be used with $1 Authorization)
  • Disabled - Full transaction amount will be submitted to Authorize.net

• Failed Credit Card Limit: Number of failed credit card attempts a customer can perform before their order is locked
• Failed Credit Card Interval: Number of minutes that must elapse before a locked order can be reattempted
• Sage Merchant ID: ID generated in your Sage Payment Solutions account
• Sage Merchant Key: Key generated in your Sage Payment Solutions account
• Capture Funds:
  • Enabled - Capture funds request will be submitted to Authorize.net when an order is placed
  • Not Enabled -  Funds will only be authorized when order is placed. Capture will need to be performed manually when processing orders
• $1 Authorization:
  
  • Enabled - Amount authorized for every transaction will be $1 instead of the full transaction amount (NOTE: Capture Funds setting cannot be used with $1 Authorization)
  • Disabled - Full transaction amount will be submitted to Authorize.net
• Use Vault:
  
  • Enabled - Request to create a Vault record will be submitted to Sage before charging customer's payment
  • Disabled - Request for payment will be submitted without Vault request

• Failed Credit Card Limit: Number of failed credit card attempts a customer can perform before their order is locked
• Failed Credit Card Interval: Number of minutes that must elapse before a locked order can be reattempted
• PayFlow Pro® Vendor: Your Vendor ID used to connect to PayPal
• PayFlow Pro® Partner: Your PayPal Partner ID (this value is typically PayPal)
• PayFlow ® Pro Username: Username provided by PayPal to connect to the PayPal API
• PayFlow® Pro Password: Password to connect to the PayPal API
• PayFlow Pro® Currency: The currency code sent to PayPal
• Capture Funds:
  • Enabled - Capture funds request will be submitted to Authorize.net when an order is placed
  • Not Enabled -  Funds will only be authorized when order is placed. Capture will need to be performed manually when processing orders

• PayPal Express Currency: The currency code sent to PayPal
• PayPal Express API Username: Your PayPal API Username. This credential is provided to you by PayPal Business Services.
• PayPal Express API Password: Your PayPal API Password. This credential is provided to you by PayPal Business Services.
• PayPal Express Signature: Your PayPal API Signature. This credential is provided to you by PayPal Business Services.
• PayPal Express Guest Checkout: 
  • Enabled - Customers will be able to complete the transaction without being required to log into their PayPal account. This is the less secure method.
  • Not Enabled - Customers will be required to log into their PayPal account in order to complete checkout. This is the more secure method.

• PayPal Express Currency: The currency code sent to PayPal
• PayPal Express API Username: Your PayPal API Username. This credential is provided to you by PayPal Business Services.
• PayPal Express API Password: Your PayPal API Password. This credential is provided to you by PayPal Business Services.
• PayPal Express Signature: Your PayPal API Signature. This credential is provided to you by PayPal Business Services.

• Check Instructions: This field offers a place to enter any special instructions to customers who checkout using Check. This message will appear after the order is completed and is commonly used to give mailing instructions for the check. If you do not fill out this field, the default message will display: "For payment of your order, please make your check payable and send to:" The address from your Site Information tab will be displayed. 

• Restrict to Invoice Only Customers: 
  • Enabled - Invoice payment method will only be available at checkout to customers logged into their customer account AND the customer account is set to Invoice Only = Yes
  • Not Enabled - Invoice payment method will be available to all customers at checkout
• Invoice Information: Enter any special instructions to customers who checkout using Invoice. If this field is left empty, the default message will be displayed: "For payment of your order, an invoice will be sent to your billing address."

Your checkout will allow transactions to be submitted for the enabled credit card types. If a credit card is entered at checkout, and that credit card type is not enabled, the site will not submit a request to your payment gateway for approval.

NOTE! You still need to make sure you accept these credit card types through your payment gateway. 

• Charge Tax: When enabled, your site will charge sales tax on orders when the Ship-To location entered at checkout matches the enabled locale. The sales tax rate charged on the order is calculated based on the Zip/Postal Code.
• Override Rate: Enable option to override the rate calculated based on the ship-to location entered at checkout. If enabled, only one rate per state/province will available. 
• Tax Rate: When Override Rate is enabled, the tax rate entered in this field will be the one rate available for the selected state/province.
• Tax Shipping: When Override Rate is enabled and this box is checked, the shipping rate amount will be included in the tax rate calculation.