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| {{Module Introduction|Payment Gateway|Integrations}} allows Fishbowl to process credit cards in the {{Module|Sales Order}}, or in [[File:Icon.Fishbowl Checkout.png|x16px|link=Fishbowl Checkout|text-bottom]] [[Fishbowl Checkout]] using Authorize.Net, Clover Connect, Intuit Payments, Square, and many Authorize.Net emulators such as [https://www.fishbowlinventory.com/partner-marketplace/merchant-services/ WorldPay]. Some gateways support the use of [[#Wallets|wallets]] which allow a credit card to be reused without entering the credit card number every time. | | {{Module Introduction|Payment Gateway|Integrations}} allows Fishbowl to process credit cards in the {{Module|Sales Order}}, or in [[File:Icon.Fishbowl Checkout.png|x16px|link=Fishbowl Checkout|text-bottom]] [[Fishbowl Checkout]] using [https://staxpayments.com/partner/fishbowl-enroll/ Stax Pay]. |
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| ==Setup== | | ==Setup== |
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| To connect to a payment gateway, open the {{Module and Group|Payment Gateway|Integrations}}, and click one of the large payment gateway integration buttons.
| | # Click the following link to [https://staxpayments.com/partner/fishbowl-enroll/ sign up for Stax Pay]. |
| | # Open the {{Module and Group|Payment Gateway|Integrations}}, and click the '''Stax Pay''' logo.<br>[[File:Stax Pay button.png]] |
| | # Enter the required information which can be found in your Stax Pay portal.<br>[[File:Stax Pay setup.png]] |
| | # Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the Stax Pay Gateway.<br>[[File:Stax Pay payment.png]] |
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| {{ImageAndLink|Authorize.Net}}
| | ==Legacy Gateways== |
| {{ImageAndLink|Authorize.Net Emulator}}
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| {{ImageAndLink|Clover Connect}}
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| {{ImageAndLink|Intuit Payments}}
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| {{ImageAndLink|Square}}
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| ==Authorize.Net==
| | The legacy gateways are hidden by default. For more information about Intuit Payments, Square, Clover Connect, and Authorize.Net emulators, see [[Legacy Gateways]]. |
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| Follow the steps below to connect Fishbowl to [https://reseller.authorize.net/application/9155/ Authorize.Net].
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| # Click the following link to [https://reseller.authorize.net/application/9155/ sign up for Authorize.Net].
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| # Open the {{Module and Group|Payment Gateway|Integrations}} and click the large '''Authorize.Net''' button.
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| # Enter the required information which can be obtained by clicking the '''Get Connection Ticket''' link or by contacting Authorize.Net.<br>[[File:Authorize MS.png]]
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| # Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the Authorize.Net gateway.
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| # If [[Payment Viewer|payments]] are missing the '''Authorization Code''', further action may be needed on the Authorize.Net account. For example, if the Authorize.Net security settings are set to a high level, you may receive emails asking you to approve the transaction from inside Authorize.Net.<br>[[File:Missing Authorization Code.png]]
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| # To use [[#Wallets|wallet]] storage, login to Authorize.Net and enable the [https://support.authorize.net/s/article/What-Is-the-Customer-Information-Manager-CIM/ Customer Information Manager] under the '''Tools''' menu and then [[#Wallets|enable wallets in Fishbowl]].<br>[[File:CIM.jpg]]<br>Authorize.Net also allows E-checks to be used for payment and stored in the wallet.<br>[[File:e-check.png]]
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| ==Authorize.Net Emulator==
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| An Authorize.Net emulator uses the Authorize.Net protocol to process credit cards through a payment gateway. There are several providers that support Authorize.Net emulation, such as WorldPay. For a list of providers frequently used by Fishbowl customers, see [https://www.fishbowlinventory.com/partner-marketplace/merchant-services/ Merchant Services].
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| Follow the steps below to connect Fishbowl to an Authorize.Net emulator.
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| # Open the {{Module and Group|Payment Gateway|Integrations}} and click the large button below '''Authorize.Net Emulator'''.
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| # Enter the required information that can be obtained from the provider.<br>[[File:Authorize.Net emulator.png]]
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| # Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the selected provider.
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| {{anchor|CardConnect}}
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| ==Clover Connect==
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| Follow the steps below to connect Fishbowl to [https://integrate.clover.com/partner/fishbowl Clover Connect] (previously called CardConnect).
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| # Click the following link to [https://integrate.clover.com/partner/fishbowl sign up for Clover Connect].
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| # Open the {{Module and Group|Payment Gateway|Integrations}} and click the large '''Clover Connect''' button.
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| # Enter the Merchant ID provided by Clover Connect.<br>[[File:Clover Connect.png]]
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| # Select a '''Device ID''' and customize the hardware options.
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| # Click '''OK'''.
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| # Repeat these steps on each computer that will be running credit cards. Note that a different '''Merchant ID''' or '''Device ID''' can be set on each computer.
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| # To process payments in {{Module|Fishbowl Checkout|3=}}, complete these integration steps in the '''Fishbowl Client''' on each computer that uses [[Fishbowl Checkout]].
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| # Credit card payments in Fishbowl will now be processed using Clover Connect.
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| # To use [[#Wallets|wallet]] storage, [[#Wallets|enable wallets in Fishbowl]].
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| ==Intuit Payments==
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| Follow the steps below to connect Fishbowl to [https://quickbooks.intuit.com/payments/ Intuit QuickBooks Payments].
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| # Click the following link to [https://www.fishbowlinventory.com/fb/quickbooks-payments-sign-up/ sign up for QuickBooks Payments].
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| # Open the {{Module and Group|Payment Gateway|Integrations}} and click the large '''QuickBooks Payments''' button.
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| # Click the large '''Connect''' button and login to your Intuit account.
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| # If necessary, click the '''Setup''' link. Then click the '''Next''' button at the bottom and complete the wizard.<br>[[File:Intuit Payments Gateway.png]]
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| # Credit card payments in Fishbowl will now be processed using Intuit QuickBooks Payments.
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| # To use [[#Wallets|wallet]] storage, [[#Wallets|enable wallets in Fishbowl]].
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| ==Square==
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| Follow the steps below to connect Fishbowl to [https://square.com Square]. '''Note''': The Square website does not support Internet Explorer. Please update your browser before completing these steps.
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| # Click the following link to [https://square.com sign up for Square].
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| # Open the {{Module and Group|Payment Gateway|Integrations}} and click the large '''Square''' button.
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| # Click the '''Connect to Square''' button.<br>[[File:Square Gateway.png]]
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| # A browser window will open. After logging into your Square account you will be asked to allow the integration.<br>[[File:Square Permissions.png]]
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| # In the browser window, click the '''Allow''' button and then click the '''Copy code''' button.<br>[[File:Square copy.png]]
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| # Paste the code into Fishbowl and click '''OK'''.<br>[[File:Square code.png]]
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| # Select your Square location and then click '''OK'''.<br>[[File:Square location.png]]
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| # Credit card payments in Fishbowl will now be processed using Square.
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| ==Wallets==
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| Authorize.Net, Clover Connect, and Intuit Payments allow a credit card to be reused without entering the credit card number every time. | |
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| * To allow a credit card to be reused without entering the credit card number every time, click the '''Tools''' menu, select '''Module Options''', and then enable wallets.<br>[[File:Use Wallets.png]]
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| * If wallets are enabled, the customer's previously used credit cards will be listed as a [[Sales_Order#Take_a_payment|payment method]].<br>[[File:Wallet.png]]
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| * The payment methods stored in a customer's wallet can be viewed on the {{ModuleTab|Customer|Wallet}}.<br>[[File:Customer wallet.png]]
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| ** To view the '''Wallet''' tab, a user must have the [[Access_Rights#Customer|'''Customer-Wallet''']] access right.
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The Payment Gateway module, located in the 
Integrations group, allows Fishbowl to process credit cards in the 
Sales Order module, or in 
Fishbowl Checkout using Stax Pay.
Payment Gateway module, located in the 
