v 1.2 12/22/04
IMPORTANT: Please read Processor Setup for additional Processor Setup Information
Select Start->Programs->911 Software->CreditLine->CreditLine Manager
The following dialogs are opened from "Configurations" menu.
Click "Configurations" -> "Business Configuration"
Fill in your business name, address and phone number. Credit Line number is optional and is for reference only.
To reset the entire configuration, including card setups to defaults check Reset Config checkbox.
Click "Ok" to save "Business Setup" dialog.
IMPORTANT: Please read Processor Setup for specific Processor Connection Setup Information
Click "Configurations" -> "Connection Configuration"
CreditLine Server supports multiple modems. However, for direct internet connection (TCP/DLL/CGI/etc) only line#1 is used
Click "Edit"
If you are using a dial-up modem rather than direct internet connection you can set it up in Modem Setup dialog like so:
Note: Dial Timeout value of 0 is default timeout of 25 seconds. If you have a valid reason to change this field make sure it gives the modem sufficient time to connect (at least 15 seconds), otherwise you will create connection problems.
Click "Ok" to save "Modem Setup" dialog.
Click "Close" to exit "Modem Configuration" dialog.
IMPORTANT: Please read Processor Setup for specific Processor Connection Setup Information
You can download the Setup Sheets in PDF format here
Alternatively, you may print a Setup Sheet to fax to your processor or merchant account sales rep.
1) From the CreditLine Manager Main Menu Click "Reports"->"Setup Sheets".
2) Select your processor from the Processors List and click OK
Note: your processor may provide you with additional information that is not mentioned on the setup sheets such as User Name and Password for the IP setup.
If you are planning to use a single CreditLine Server to process through several merchant accounts, please see Multiple Merchant Account Setup Guide
Click "Configurations" -> "Authorization Configuration"
Select "VISA" and click "Edit"
Make sure "Card is Accepted" is CHECKED (YES).
Click "Ok" to save "Authorization Parameters" dialog.
REPEAT THIS STEP for EVERY card that you intend to accept and make sure that "Card is Accepted" is CHECKED (YES).
Note: Custom cards can also be defined with the Ranges
Click "Configurations" -> "Authorization Configuration"
Select "VISA" and click "Edit"
Make sure "Card is Accepted" and "Apply to All" are both CHECKED (YES)
DO NOT FORGET TO CHECK "Apply to All"! This wiill propagate the changes to all cards that are already selected to be accepted.
PLEASE, check Authorization Setup for EVERY CARD. In initial setup it is possible to overlook the fact that some cards are not setup to go to the live account that you are using. Use Apply To All to correct.
Note:
1) For Dial-up: default dial-up numbers are programmed into CreditLine. If the phone number field is empty it will be auto-filled after you click OK in Merchant Setup. If you already have phone numbers filled in, delete them before entering Merchant Setup to use the auto-fill feature.
2) For IP processing, leave Net Address field empty. You do not need to fill in the URL or the IP addresses anywhere in the program. Net Address field is for advanced use only and does not need to be filled up. You can ignore the net address/IP information provided by the processor - CreditLine will look that up automatically.
Click "Merchant Setup" to setup the merchant account
Enter the requested values.
Click "Ok" to save "Merchant Setup" dialog.
Click "Ok" to save "Authorization Parameters" dialog.
Note: If you add any card types later you can open VISA dialog again, select "Apply to All" and click "OK". "Apply to All" will propagate the changes to all cards that are selected to be accepted.
IMPORTANT: Please read Processor Setup for additional Processor Setup Information
The last step.
Click "Configurations" -> "Settlement Configuration"
Select "Default" and Click "Edit" (AMEX setup will covered at the end of this section)
Adjust Batch Id if necessary. For a new account 1 is an appropriate starting Batch Id unless instructed otherwise by your processor.
PLEASE, check Authorization Setup for EVERY CARD. In initial setup it is possible to overlook the fact that some cards are not setup to go to the live account that you are using.
Note:
1) For Dial-up: default dial-up numbers are programmed into CreditLine. If the phone number field is empty it will be auto-filled after you click OK in Merchant Setup. If you already have phone numbers filled in, delete them before entering Merchant Setup to use the auto-fill feature.
2) For IP processing, leave Net Address field empty. You do not need to fill in the URL or the IP addresses anywhere in the program. Net Address field is for advanced use only and does not need to be filled up. You can ignore the net address/IP information provided by the processor - CreditLine will look that up automatically.
Click "Merchant Setup" to setup the merchant account settlement detail.
Enter the required fields.
Click "Ok" to save "Merchant Setup" dialog.
Click "Ok" to save "Settlement Parameters" dialog.
Click "Close" to close "Select Payment Type" dialog.
For AMEX Split Settlement Setup please read AMEX Settlement Setup
IMPORTANT: Please read Processor Setup for additional Processor Setup Information
From the menu click "Help"->"About
Credit Card Manager"
The click "Security"
If correct password is entered (to be provided with software
purchase) the following dialog is displayed .
Un-checking the function names will disable the corresponding functionality for security purposes.
Note: Please do not disable Software Key and Modem Clearances before emailing us for a new license. Thank you.
Please see Licensing Guide for more Information
Advanced options can be found in c:\911\data\911_CCV.ini file. Restart the server to apply.
Don't forget to restart the CreditLine server to apply changes!