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Setting Payment Methods Saving Order

After secure storage for payment methods is configured, you can adjust the payment methods saving settings. To this effect, open the Commerce Director submenu, and click Secure Storage on the Payment Processing submenu.

Note: Fully automated processing of payments is possible only for credit cards payment method, because bank accounts payments processing calls for manual generation of batch file to send transaction request to a bank. To process credit cards automatically, the secure key must be stored in the Parallels Business Automation - Standard database, so credit cards private data could be decrypted by the moment when Parallels Business Automation - Standard checks the documents piled and attempts to process payments (by design, automated payment processing is scheduled each three hours). If you store the private key somewhere out of the Parallels Business Automation - Standard database, you can process payments documents only manually (though in series at a time) and you will need to enter both the secure key and a passphrase every time.

As for recurring billing for bank account payment method, you can set the automated saving of bank accounts data, the order of automated selection of a bank account to be used for recurring billing (this bank account will be automatically selected for example, to pay automatically generated renewal orders or resource overusage invoices), and automated disabling a bank account in case a transaction was declined. Other operations with bank account payments are to be performed manually.

To set the payment methods saving order:

  1. Click the General Settings tab on the Secure Storage screen.
  2. Click the Edit button.
  3. Edit the payment methods processing settings:

    To make it possible to process payments recurrently, set the option button to Store payment method information for future transactions. After this, you can either enable automated processing of payments (to this effect set the option button to Automated processing so all documents intended to be paid by credit cards will be automatically checked and processed each three hours), or you can set manual payments processing (set the option button to Human Supervised).

  1. Click the Save button to save the changes.

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