In this article
Successware Payments is our in-house payment processing solution that is fully integrated within Successware and Successware Mobile.
Successware Payments is a premium feature of Successware. If you're interested in using Successware Payments, contact our Payment Specialists team for more information at:
securepayments@authoritybrandsllc.com
Successware Payments Setup
After you've worked with our Payment Specialists to create a Successware Payments account, you will receive a Merchant ID, Web Token, and API Key. In order to use Successware Payments, you must enter these values into Successware. You can do this by:
1. From the Main Menu, select Setup and click Payment Account.
2. Click on the Successware Payments tab.
3. Click the Edit link, and add in the Merchant ID, Web Token, and API Key.
4. Click the Save button.
Tokenizing Credit Cards
With a Successware Payments integration, you can store customer credit card information and use it as a default payment method, rather than collecting a credit card number each time you charge the customer.
Stored credit card numbers are "tokenized", which masks the full credit card number when shown in Successware. The last four digits, the expiration date, and the cardholder name are still shown when selecting saved credit card numbers.
Credit cards can be tokenized in three different places in Successware Platform, Call Handling, Invoice Manager, and the Agreement Manager.
Call Handling
When creating a new customer, you will be prompted to add a payment method. Click Yes on the Prompt to access the "Add Payment Method" screen.
From the Add Payment Method screen, fill out the required fields.
To save the credit card information to the customer's account, click the Tokenize button once you have filled out the credit card information.
You will see a success confirmation popup appear once the credit card information is saved.
You can now use this credit card for future payments as needed.
Invoice Manager
The same option to Tokenize a payment can be found in the Invoice Manager.
1. From the Main Menu, select Customer Service and click Invoice Manager.
2. Find the invoice and click the Open Invoice link on the right side of the screen.
3. Click the "Apply Pmts" button at the bottom of the screen.
4. On the Invoice screen, click the "+ Add Payment" button.
5. On the Add Payment screen, select the credit card, and click the Tokenize button.
Agreement Manager
The same option to Tokenize a payment can be found in the Agreement Manager. While creating a new agreement for a customer, the system will prompt you to enter in a future payment method. You can tokenize a payment from the Future Payment Method screen. To create a new agreement for a customer and tokenize their payment method, follow the steps below.
1. From the Main Menu, select Customer Service and click Agreement Manager.
2. Select the ellipsis in the top right corner of the page and click on Add Agreement.
3. Search for the customer and click the Next button.
4. Fill out the required fields in the Agreement Details tab.
5. Click the Create Agreement button. The Future Payment screen will slideout.
6. Fill out the credit card details and click the Tokenize button.
7. Click Save to proceed.
Refunds
Refunds are handled in the Receivables Manager in the Billing Account History. Follow the steps below to issue a refund to a customer.
Receivables Manager
From the Main Menu, select Customer Service and click Receivables Manager.
In the search field on the right side of the page, search for the customer by either address, phone number, billing account ID, company name, or last name.
Select the ellipsis on the right and click Billing Account History.
In the Account History tab, select the ellipsis on the Inventory (INV) line, and click on Refund.
In the Customer Refund page, click on the "Select Payment" link.
In the Select Payment page, select the payment you would like to refund.
This will complete the refund process. If you would like to check that the refund went through, you can confirm it through the Successware Payments Admin portal.
Payments Admin Portal
To access the Successware Payments portal, go to the link below:
Enter in the username and password you have received from the Successware Payments team to login. If you don't know your login information, contact our team at: securepayments@authoritybrandsllc.com.
From the Dashboard, click on the Payments tab on the left. From this page, you can see all payment transactions, including refunds.
To just see refunds, click the Refunds option at the top of the page.