Modifying a Payment Service Account

The following describes how to make changes to an existing payment service account on behalf of a Customer.

If you intend to change the Payment Service Provider associated with this account, you will also need to update all references throughout the system that depend on the existing provider. This includes any references found in configuration widgets, IVR nodes, and HTTP requests. You'll also need to update other details on this page relating to the previous payment supplier, to ensure the account still works with the new one.

For this reason, we recommend creating a new account for the other provider, and ceasing use of the old one.

Implementation

  1. Access the Payment Service Account list for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the PCI Compliant Credit Card Processing Accounts hyperlink.
  1. Locate the intended account, and click its Edit hyperlink.
  2. Using the fields provided, make the necessary changes.
    DetailDescription
    Account IDA unique, automatically-generated ID for the account, which cannot be altered.
    Payment Service ProviderThe name of the provider who will process payments on this account, chosen from a drop-down. If the required provider is not in the list, contact Support to request the addition.
    Account NameType a short, descriptive name for the account, to identify it throughout the Admin portal. When setting up payments, this is the name that will be displayed in the list of available accounts.
    Primary URLThe main URL used to process payments. This is given by the payment provider, so the requesting Customer will need to pass this along to you.
    Secondary URLAn alternate payment URL, if available and required.
    UsernameThe unique user name used by the Customer to authenticate with the payment provider.
    PasswordThe password corresponding with the supplied user name.
    PSP Account IDIf the provider issues and requires an account ID, include this here.
    Process Currency

    An ID representing the currency to be used in payments involving this account. The Customer should have been told this by the provider. If left blank, this will default to GBP (£).

    It is possible for the system to override the specified currency in certain circumstances, for example where a different currency has been specified for an IVR node, or if the cc.CurrencyCode variable has been updated during the related call. Be aware that the IVR node setting will always take precedence.

  3. Click Save Changes to complete the process.

Further Reading