Verifying Your Payment Processor Setup

After setting up your account with your payment processor, you should conduct the following three tests to verify the connection. From a user-perspective, some of the tests might look identical; however, each one submits a different request to the payment processor.

The tests require an active credit card; however, the card does not need to be from an actual customer. We recommend that you use one of your own credit cards, then delete the CC alias that will be stored in your aACE system. 

Before running the tests, double-check your integration settings to make sure the flag to 'Save card for future use' is marked. If you do not need to securely store aliases for customer cards, you can clear this flag after the tests.

Test 1: Create a Credit Card Alias from the Companies Module

This test involves creating a payment alias, then deleting it.

1. At the Companies module, select a company for the test.
   Note: This does not have to be a customer. It can be your organization's company record.
2. Navigate to the Customer Details tab > Payment sub-tab.
3. Click the Plus icon () by the Account Number column.
4. At the Process Payment dialog, enter the required payment details:
   • Total Amount — Entered automatically and cannot be edited
     This value depends on which payment processor your system is configured for:
     • Global Payments Integrated — $0.00 
     • Payment Innovators — $0.00 
     • Authorize.net — $0.01 (Note: This payment is immediately voided so it will not result in an actual charge.)
   • Card Number
   • Expiry Date
   • CVV
   • Any additional information needed for your payment processor
5. Click Make Payment.
   The Transaction Result shows that the alias was created successfully.
6. At the Customer Details tab again, click Edit.
7. For the alias that was created, click Actions () > Delete > Delete.
8. Click Save.

Test 2: Create a Credit Card Alias from the Order Module

This test involves completing a payment, then voiding the receipt. If you are using a CC payment peripheral device (e.g. your chip reader, magnetic swiper, or manual entry station), make sure it is connected before starting.

1. At the Orders module, create a test order for one of your customers with a $1.00 amount and no additional charges, then click Save and Open.
2. Click the Payment Due icon ().
3. At the Enter Payment dialog, flag Credit Card as the payment method.
4. At the Credit Card field, click the Plus icon (), then enter the required payment details:
   • Total Amount — Entered automatically from the order and cannot be edited 
   • Card Number
   • Expiry Date
   • CVV
   • Any additional information needed for your payment processor
5. Click Make Payment.

After you complete this test, go to the Receipts module and locate the receipt generated by the CC payment. At the detail view, click Actions > Void Receipt. This restores the balance on the test order so you can use it again.

Test 3: Use a Stored Credit Card Alias

Before you begin this test, make sure that the receipt from the previous test has been voided.

1. At the Orders module, locate the $1.00 test order you created. 
2. Click the Payment Due icon () again. 
3. At the Enter Payment dialog, flag Credit Card as the payment method.
4. Click in the Credit Card field, then select the alias that was saved for the card you used before. 
5. Click Apply Payment.

Completing the Test Process

To finish testing, remove the test alias from the company record:

1. At the Companies module, select the company you used for the test.
2. At the detail view, navigate to the Customer Details tab > Payment sub-tab.
3. Click Edit, then at the new Account Number alias, click Actions () > Delete.
   This removes the card from the payment processor's servers; however, because the card has been used, a voided and unusable record will persist in aACE. In other words, part of the alias will remain, but will not be able to complete a transaction in any way.