Fiserv

Fiserv is the preferred payment processor for Acctivate. Once integrated, you will be able process credit card and eCheck payments within Acctivate.

Overview

Your Fiserv merchant account can be integrated with Acctivate allowing you to authorize credit card funds for a sales order, then later capture the credit card charge. Or, you can bypass the authorization and charge the card at the time of invoicing.

Likewise, the Enter Payment window can be used to process eChecks or credits cards keyed in or processed through a terminal.

Fiserv is the preferred payment process for Acctivate due to their competitive rates and the ability to process payments using their supported credit card terminals. If you do not currently have a merchant account, we'd be happy to help get you approved and setup with a Fiserv account. Click Here for more information.

Fiserv data processing
When processing payments in Acctivate using the Fiserv integration, Acctivate sends information related to the payment to Fiserv which Fiserv then passes along to the processor. The information which is sent to the processor is separated into different Data Levels. The higher level of data which is received by the processor, the greater discount is realized on the charge.

The levels of data that Acctivate sends to Fiserv, and which Fiserv is capable of sending to the processor, are listed below.

  • Level 1 data: Level 1 data is the usually used for business to customer transactions. This will send the least amount of data typically including the Merchant Name, Transaction Amount and Date related to the transaction.
  • Level 2 data: Level 2 data is usually used for business to business transactions. This will send all of the data from level 1, but will typically also include the Tax Amount, Tax Exempt Status, Freight and PO Number.
  • Level 3 data: Level 3 data is also used for business to business transactions, however more granular information is provided by the merchant. Typically level 3 data will include all of the data from levels 1 and 2, but will also include such fields as the Invoice Number, Order Number, Product ID, Product Description, Quantity Ordered, Product Unit, Unit Price (rounded to 4 decimals), etc. The structure of Level 3 data will vary depending on whether the payment is applied to a single invoice, multiple invoices, or no invoices:
    • Applied to a single invoice: The Acctivate invoice number, product description, quantity, unit of measure, unit price, net amount, tax amount, tax exempt (Y/N), invoice discount amount, sales order number (as PO Number), shipping charge, invoice date, ship to zip, and ship to country will be passed.
    • Applied to multiple invoices: The Acctivate invoice numbers, quantity of "1" for each row, subtotal (for unit cost), subtotal (for net amount), sales tax, tax exempt (Y/N), and invoice discount amount will be passed as each item.
    • Not applied to an invoice: Nothing will be shown for the order or order details since the payment wasn't applied to an invoice.

Acctivate provides the necessary data to fulfill most Level 3 processing requirements. However, additional requirements from your payment processor or card issuer may need to be met to qualify for the rates typically associated with Level 3 data.

Setup

To get started, locate your Fiserv Merchant ID (MID). You can locate it at the top of your Fiserv statement.

Configuration

  1. In Acctivate, go to File → Configuration Management → Services → Payment Processing.
  2. Click Connect to Fiserv.
  3. Enter your Merchant ID.
  4. Click Save.

If one or more credit card terminals are registered to your account, they will appear in the Payment Terminals table below. Click Edit to assign a user-friendly Name to make it easier to identify specific terminals when entering payments in the Enter Payment window.

Enable the Automatically print receipt if supported by terminal option if device supports receipt printing and you would like it to automatically print a receipt after processing a payment.

Once you've configured the terminal options, click save and close the Configuration Manager.

Payment Methods
In QuickBooks, you must setup all payments methods and define which ones will be used for processing credit cards and eChecks. After configuring the payment methods in QuickBooks, perform a sync to add them in Acctivate.

User Permissions
Each user you want to allow to process payments in Acctivate must have the Process Payments user permission set to Yes:

  1. Navigate to File → Configuration Manager → User → User Information.
  2. Select the user that you wish to grant or remove the ability to process payments.
  3. Expand the Order Processing folder for that user.
  4. Select Process Payments. This is a Yes or No drop-down list.
  5. If a change is necessary, click the Edit button, make the change and then Save.

Usage

Once Fiserv is setup, you'll be able to process payments using the Enter Payment window and the Create Invoice window. Refer to our Payments documentation for more information.