Fiserv Payments Integration

• Fiserv and Redpoint (US Customers) - Get a Quote and Set up your Account(s)
  • Order Card Terminals (ingenico3000 OR 8000)
  • Get your Merchant ID and Dashboard Log in

     

1. Add Credit Card as a Payment Source (done by RPHQ)

This must be done in each facility if multi-gym!

• Go to Manage > Organization & Facility Settings > Payment Sources

• Click Add Payment Source

• Select CardConnect Integration

Set up the following in the New: payment source window
(screenshot below)

Provider: Card Connect Integration

Active: must be on to enable this pay method

Facility: should default to the local facility.  Confirm it is correct and do not change.

Payment Source Name: “Credit Card” but can technically be set to whatever the facility wants.  This is the name that will show in POS and in the Customer Portal for stored payments

Show at POS: must be ON to accept credit cards at the Front Desk Point of Sale

Requires Permission at POS: optional setting that should generally be OFF, which would enable all staff with POS access to select this form of payment.  If turned on, then a permission is required for the staff to access this payment type - only those with access can then select this as a form of payment (unlikely you’d want this for credit card payments).

Show in Stored Payment Methods: This should be ON unless you do not want credit cards to be stored on customer records (i.e. maybe you only bill through ACH and don’t accept credit cards for recurring billing)

Method: Credit Card

Card Connect Credentials Type: defaults to Production - leave as is

CardConnect Merchant ID, Username, PW fields: the clients account info goes here.

CardConnect Currency: USD for US dollars

Terminal Settings: Buzzer and Amount Confirmation are both optional.  Buzzer makes a loud buzz when payment is completed, and Amount Confirmation forces the customer to accept the amount on the terminal before adding their card

Expand the Payment Source row to confirm that card terminals came through and that card updater, etc, are reflected correctly in the code.  

1a. Add ACH/Direct Debit as a Payment Source (done by RPHQ) (if applicable)

This must be done in each facility if multi-gym!

• Go to Manage > Organization & Facility Settings > Payment Sources

• Click Add Payment Source

• Select CardConnect Integration

Provider: Card Connect Integration

Active: must be on to enable this pay method

Facility: should default to the local facility.  Confirm it is correct and do not change.

Payment Source Name: “ACH” but can technically be set to whatever the facility wants.  This is the name that will show in POS and in the Customer Portal for stored payments

Show at POS: set to OFF as direct bank account debit is not something you will use via Point of Sale. Invoices added on account at POS can be billed to ACH.

Show in Stored Payment Methods: This should be ON unless you do not want ACH to be stored on customer records, in which case you likely do not need to add this payment method.

Method: Direct Debit/ACH

Card Connect Credentials Type: defaults to Production - leave as is

CardConnect Merchant ID, Username, PW fields: the clients account info goes here.

CardConnect Currency: USD for US dollars

Terminal Settings: Not applicable since this type is not used at POS.

2. Add Credit Card and ACH to Storefront Facility Settings 

This must be done in each facility if multi-gym!

• Go to Manage > Organization & Facility Settings > Facility Menu > Storefront Facility Settings

• This will allow customers to add Payment Methods via the Customer Portal, Online Storefront: Stored Payment Method Credit Card & Bank Account must be set up here.

3. Add Credit Card Payment Source to the Storefront Register 

This must be done in each facility if multi-gym!

This must be done for payments to be accepted on your storefront!

• Manage > Org & Facility Settings > Facility:[Name] > Point of Sale > Registers
• Edit the Storefront register and add Payment source as Credit Card
• Do not edit the back office register.  You do NOT need to add the payment source here 
  
  

4. Add Your Recurring Billing Authorization Text & Default Refund Method

This must be done in each facility if multi-gym!

Go to Manage > Organization & Facility Settings > Facility Menu > Storefront Facility Settings

• Recurring Billing Authorization text is presented to the customer when they are purchasing a contract with recurring billing. 
  
  PLEASE NOTE: this text is NOT duplicated on the pdf document created (if the contract creates an attachment per the settings in the Plan > Big Edit > General Tab).  If you want this text duplicated in the contract signed by the customer, be sure to add it on the Documents configuration spoke for the plan.

• Here is how it is displayed to the customer, and appears at the end after they have entered a payment method for the total due today.

Above the text is a toggle: Automatically refund simple integrated payments when canceling contracts.  This controls the default setting for how a facility handles refunds through the storefront, where a customer cancels and is issued a refund.

• Off means any refund is issued as a credit in Redpoint
• On means any refund is issued as a refund back to the pay method used. 

IMPORTANT: This default refund setting can be set at the Plan level as well in the Cancellation configuration spoke. There you can follow the facility default, specifically refund, or specifically credit.

5. Sort Payment Sources as shown in POS

In Manage > Organization & Facility Settings > Payment Sources, you can control the order of payment sources as displayed at POS. Click Sort on this page and drag and drop to reorder Payment Sources.

This needs to be done at EACH LOCATION!

• Cash and Check are built in options
  
  
• Credit Card and ACH are configured with the integration to Fiserv by Redpoint once your merchant profiles are set up.
  
  
• Additional Payment Sources can be created if needed.  Ones you create can be optionally pin guarded, meaning you have to grant access for your staff to be able to use a given pay source.  Built in options do not offer this additional pin restriction, but you can inactivate the built in payment source and create your own if needed. 
  
  
•  Gift Card will always be last on the list in the Payment window for POS and cannot be sorted.

6. Connecting Credit Card Terminals to the Network

Credit Card Terminals are networked and do not have a wired connection to the computer.  Connection to the register is done in step 6 below.

Pictured is the cable from the Lane 3000.

1. Connect to Ethernet port

2. Power cable - plug it in :)

3. This connects back to the Credit Card Terminal.

7. Assign the Credit Card Terminals to your Registers 

--> CLICK HERE for information on creating your Registers first!

Assign credit card terminals to your registers:

• Go to Manage > Organization & Facility Settings > Facility > Point of Sale > Registers

• Click Edit to apply a terminal to that register.

• The Card Terminal pulldown menu is populated with the terminal device numbers tied to your CardPointe account.  Changes to this list must be made via your CardPointe account.
  
  

• If you don't see the terminals here, contact Redpoint.

8. Run a Test Transaction with Credit Card Terminal 

Complete a Credit Card Transaction at the Register 

• In the Front Desk Module, add a client to the transaction (or anonymous)
  
  
• Add a low value item like a snack or beverage.
  
  
• Click Pay Now to get to the Tender window
  
  
• Select Credit Card and set amount to put on card.
  
  
• Click Complete Payment to activate terminal and take payment.
  
  
• Once done, the option to print a receipt will pop up.

Note: Split payments are allowed with different payment methods but charges cannot be split between two credit cards. Workaround is to invoice the purchase to the customer, then use Make a Payment to collect an amount which creates a credit on their account, then make remaining payment with a different card.

Void the Test Transaction 

• Go to POS History and find the transaction on the invoices page. 
  
  
• The Status will be Open as the credit card has not settled yet.
  
  
• Click the small arrow next to Return and select Void.  Prompt will ask if you want to void the associated payment - YES to void both.  

• Once done, the Voided transaction be greyed out with all the text in the row now strikethrough, and the Action column will reflect ‘Voided’
  
  

• Toggle to the payments tab on this page to double check that the payment is also voided.  IF IT IS NOT, void the payment as well.  The payment is the thing that will actually charge the card.