Legacy Gateways: Difference between revisions
From Fishbowl Advanced
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{{Legacy|{{Authorize.Net}}}} | {{Legacy|{{Authorize.Net}}}} | ||
# Click the following link to [https://reseller.authorize.net/application/9155/ sign up for {{Authorize.Net}}]. | # Click the following link to [https://reseller.authorize.net/application/9155/ sign up for {{Authorize.Net}}]. | ||
# Open the {{Module and Group|Payment Gateway|Integrations}} , and click the large '''{{Authorize.Net}}''' button. | # Open the {{Module and Group|Payment Gateway|Integrations}}, and click the large '''{{Authorize.Net}}''' button. | ||
# 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]] | #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]] | ||
# Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the {{Authorize.Net}} gateway. | #Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the {{Authorize.Net}} gateway. | ||
# 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]] | #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]] | ||
# To use [[#Wallets (Legacy)|wallet]] storage, log into {{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 (Legacy)|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]] | #To use [[#Wallets (Legacy)|wallet]] storage, log into {{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 (Legacy)|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]] | ||
=={{Authorize.Net}} Emulator (Legacy)== | =={{Authorize.Net}} Emulator (Legacy)== | ||
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{{Legacy|{{Authorize.Net}} Emulator}} | {{Legacy|{{Authorize.Net}} Emulator}} | ||
# Open the {{Module and Group|Payment Gateway|Integrations}} , and click the large button below '''{{Authorize.Net}} Emulator'''. | # Open the {{Module and Group|Payment Gateway|Integrations}}, and click the large button below '''{{Authorize.Net}} Emulator'''. | ||
# Enter the required information that can be obtained from the provider.<br>[[File:Authorize.Net emulator.png]] | #Enter the required information that can be obtained from the provider.<br>[[File:Authorize.Net emulator.png]] | ||
# Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the selected provider. | #Click '''OK''' to complete the integration. Credit card payments in Fishbowl will now be processed using the selected provider. | ||
==Clover Connect (Legacy)== | ==Clover Connect (Legacy)== | ||
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{{Legacy|Clover Connect}} | {{Legacy|Clover Connect}} | ||
# Click the following link to [https://integrate.clover.com/partner/fishbowl sign up for Clover Connect]. | # Click the following link to [https://integrate.clover.com/partner/fishbowl sign up for Clover Connect]. | ||
# Open the {{Module and Group|Payment Gateway|Integrations}} , and click the large '''Clover Connect''' button. | # Open the {{Module and Group|Payment Gateway|Integrations}}, and click the large '''Clover Connect''' button. | ||
# Enter the Merchant ID provided by Clover Connect.<br>[[File:Clover Connect.png]] | #Enter the Merchant ID provided by Clover Connect.<br>[[File:Clover Connect.png]] | ||
# Select a '''Device ID''' and customize the hardware options. | #Select a '''Device ID''' and customize the hardware options. | ||
# Click '''OK'''. | #Click '''OK'''. | ||
# 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. | #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. | ||
# To process payments in {{Module|Fishbowl Checkout|3=}}, complete these integration steps in the '''Fishbowl Client''' on each computer that uses [[Fishbowl Checkout]]. | #To process payments in {{Module|Fishbowl Checkout|3=}}, complete these integration steps in the '''Fishbowl Client''' on each computer that uses [[Fishbowl Checkout]]. | ||
# Credit card payments in Fishbowl will now be processed using Clover Connect. | #Credit card payments in Fishbowl will now be processed using Clover Connect. | ||
# To use [[#Wallets (Legacy)|wallet]] storage, [[#Wallets (Legacy)|enable wallets in Fishbowl]]. | #To use [[#Wallets (Legacy)|wallet]] storage, [[#Wallets (Legacy)|enable wallets in Fishbowl]]. | ||
==Intuit Payments (Legacy)== | ==Intuit Payments (Legacy)== | ||
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{{Legacy|Intuit Payments}} | {{Legacy|Intuit Payments}} | ||
# Sign up for QuickBooks Payments. | # Sign up for QuickBooks Payments. | ||
# Open the {{Module and Group|Payment Gateway|Integrations}} , and click the large '''QuickBooks Payments''' button. | # Open the {{Module and Group|Payment Gateway|Integrations}}, and click the large '''QuickBooks Payments''' button. | ||
# Click the large '''Connect''' button and log into your Intuit account. | #Click the large '''Connect''' button and log into your Intuit account. | ||
# If necessary, click the '''Setup''' link. Then click the '''Next''' button at the bottom and complete the wizard.<br>[[File:Intuit Payments Gateway.png]] | #If necessary, click the '''Setup''' link. Then click the '''Next''' button at the bottom and complete the wizard.<br>[[File:Intuit Payments Gateway.png]] | ||
# Credit card payments in Fishbowl will now be processed using Intuit QuickBooks Payments. | #Credit card payments in Fishbowl will now be processed using Intuit QuickBooks Payments. | ||
# To use [[#Wallets (Legacy)|wallet]] storage, [[#Wallets (Legacy)|enable wallets in Fishbowl]]. | #To use [[#Wallets (Legacy)|wallet]] storage, [[#Wallets (Legacy)|enable wallets in Fishbowl]]. | ||
==Square (Legacy)== | ==Square (Legacy)== | ||
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{{Legacy|Square}} | {{Legacy|Square}} | ||
# Click the following link to [https://square.com sign up for Square]. | # Click the following link to [https://square.com sign up for Square]. | ||
# Open the {{Module and Group|Payment Gateway|Integrations}} , and click the large '''Square''' button. | # Open the {{Module and Group|Payment Gateway|Integrations}}, and click the large '''Square''' button. | ||
# Click the '''Connect To Square''' button.<br>[[File:Square Gateway.png]] | #Click the '''Connect To Square''' button.<br>[[File:Square Gateway.png]] | ||
# A browser window will open. After logging into your Square account, you will be asked to allow the integration.<br>[[File:Square Permissions.png]] | #A browser window will open. After logging into your Square account, you will be asked to allow the integration.<br>[[File:Square Permissions.png]] | ||
# In the browser window, click the '''Allow''' button and then click the '''Copy code''' button.<br>[[File:Square copy.png]] | #In the browser window, click the '''Allow''' button and then click the '''Copy code''' button.<br>[[File:Square copy.png]] | ||
# Paste the code into Fishbowl and click '''OK'''.<br>[[File:Square code.png]] | #Paste the code into Fishbowl and click '''OK'''.<br>[[File:Square code.png]] | ||
# Select your Square location and then click '''OK'''.<br>[[File:Square location.png]] | #Select your Square location and then click '''OK'''.<br>[[File:Square location.png]] | ||
# Credit card payments in Fishbowl will now be processed using Square. | #Credit card payments in Fishbowl will now be processed using Square. | ||
==Wallets (Legacy)== | ==Wallets (Legacy)== | ||
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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. | {{Authorize.Net}}, Clover Connect, and Intuit Payments allow a credit card to be reused without entering the credit card number every time. | ||
* To allow a credit card to be reused without entering the credit card number every time, open the {{Module|Payment Gateway}}, click the '''Tools''' menu, select '''Module Options''', and then enable wallets.<br>[[File:Use Wallets.png]] | *To allow a credit card to be reused without entering the credit card number every time, open the {{Module|Payment Gateway}}, click the '''Tools''' menu, select '''Module Options''', and then enable wallets.<br>[[File:Use Wallets.png]] | ||
* 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]] | *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]] | ||
* The payment methods stored in a customer's wallet can be viewed on the {{ModuleTab|Customer|Wallet}}. To view the '''Wallet''' tab, a user must have the [[Access_Rights#Customer|'''Customer-Wallet''']] access right.<br>[[File:Customer wallet.png]] | *The payment methods stored in a customer's wallet can be viewed on the {{ModuleTab|Customer|Wallet}}. To view the '''Wallet''' tab, a user must have the [[Access_Rights#Customer|'''Customer-Wallet''']] access right.<br>[[File:Customer wallet.png]] | ||
Latest revision as of 11:49, 29 March 2023
This documentation is for legacy payment gateways. For the latest information, please see the 
Payment Gateway module.
Authorize.Net (Legacy)
Follow the steps below to connect Fishbowl to Authorize.Net.
- The Authorize.Net gateway is disabled by default. It can be re-enabled by contacting Fishbowl Support.
- Click the following link to sign up for Authorize.Net.
- Open the Payment Gateway module, located in the
Integrations group, and click the large Authorize.Net button. - Enter the required information, which can be obtained by clicking the Get Connection Ticket link or by contacting Authorize.Net.
- Click OK to complete the integration. Credit card payments in Fishbowl will now be processed using the Authorize.Net gateway.
- If 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.
- To use wallet storage, log into Authorize.Net and enable the Customer Information Manager under the Tools menu, and then enable wallets in Fishbowl.
Authorize.Net also allows E-checks to be used for payment and stored in the wallet.
Authorize.Net Emulator (Legacy)
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.
Follow the steps below to connect Fishbowl to an Authorize.Net emulator.
- The Authorize.Net Emulator gateway is disabled by default. It can be re-enabled by contacting Fishbowl Support.
- Open the Payment Gateway module, located in the Integrations group, and click the large button below Authorize.Net Emulator.
- Enter the required information that can be obtained from the provider.
- Click OK to complete the integration. Credit card payments in Fishbowl will now be processed using the selected provider.
Clover Connect (Legacy)
Follow the steps below to connect Fishbowl to Clover Connect (previously called CardConnect).
- The Clover Connect gateway is disabled by default. It can be re-enabled by contacting Fishbowl Support.
- Click the following link to sign up for Clover Connect.
- Open the Payment Gateway module, located in the Integrations group, and click the large Clover Connect button.
- Enter the Merchant ID provided by Clover Connect.
- Select a Device ID and customize the hardware options.
- Click OK.
- 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.
- To process payments in
Fishbowl Checkout, complete these integration steps in the Fishbowl Client on each computer that uses Fishbowl Checkout. - Credit card payments in Fishbowl will now be processed using Clover Connect.
- To use wallet storage, enable wallets in Fishbowl.
Intuit Payments (Legacy)
Follow the steps below to connect Fishbowl to Intuit QuickBooks Payments.
- The Intuit Payments gateway is disabled by default. It can be re-enabled by contacting Fishbowl Support.
- Sign up for QuickBooks Payments.
- Open the Payment Gateway module, located in the Integrations group, and click the large QuickBooks Payments button.
- Click the large Connect button and log into your Intuit account.
- If necessary, click the Setup link. Then click the Next button at the bottom and complete the wizard.
- Credit card payments in Fishbowl will now be processed using Intuit QuickBooks Payments.
- To use wallet storage, enable wallets in Fishbowl.
Square (Legacy)
Follow the steps below to connect Fishbowl to Square. Note: The Square website does not support Internet Explorer. Please update your browser before completing these steps.
- The Square gateway is disabled by default. It can be re-enabled by contacting Fishbowl Support.
- Click the following link to sign up for Square.
- Open the Payment Gateway module, located in the Integrations group, and click the large Square button.
- Click the Connect To Square button.
- A browser window will open. After logging into your Square account, you will be asked to allow the integration.
- In the browser window, click the Allow button and then click the Copy code button.
- Paste the code into Fishbowl and click OK.
- Select your Square location and then click OK.
- Credit card payments in Fishbowl will now be processed using Square.
Wallets (Legacy)
Authorize.Net, Clover Connect, and Intuit Payments allow a credit card to be reused without entering the credit card number every time.
- To allow a credit card to be reused without entering the credit card number every time, open the Payment Gateway module, click the Tools menu, select Module Options, and then enable wallets.
- If wallets are enabled, the customer's previously used credit cards will be listed as a payment method.
- The payment methods stored in a customer's wallet can be viewed on the Wallet tab of the
Customer module. To view the Wallet tab, a user must have the Customer-Wallet access right.
