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Set Up a Payment Gateway


To allow you to accept and account for payments, administrators can set up a payment gateway for an entity in your org.

Using BluePay

  1. Update the BluePay gateway setting: 

    1. In the tab bar, click the App Launcher, or in Salesforce Classic, click +.
    2. Click Gateway Settings.
    3. Click Edit next to BluePay.
    4. In Endpoint URL, enter https://secure.bluepay.com.
    5. If you are setting up a production payment gateway, select Live Mode.
    6. In Account Id, enter the 12-digit BluePay account ID.
    7. In Secret Key, enter the secret key for the BluePay account.
    8. Click Save.

  2. Create a payment gateway:

    1. In the tab bar, click the App Launcher, or in Salesforce Classic, click +.
    2. Click Payment Gateways.
    3. Click New.
    4. Select the Record Type.

    5. In Gateway Implementation,  enter NU_CBBP.BluePayPaymentGateway.

      If you're setting up multiple BluePay payment gateways, in Named Credential on each, enter the name of the related gateway setting.

    6. Status is set to Active.
    7. If you want to use Level 2 or Level 3 credit card processing, in Additional Processing Level, select the level you want to use.

    8. If you want to require the CVV (Card Verification Value) code when making a credit card payment in Staff View, select Require Credit Card Security Code.

    9. If you want to prompt staff to enter the address of the account when entering a payment, select Display Credit Card Address. 

      Staff and constituents are currently not required to enter a billing address when making a credit card payment in the order process.

    10. Click Save.

  3. Create an entity payment gateway to connect the new payment gateway to an entity:

    1. From a payment gateway, in the Entity Payment Gateway Links related list, click New Entity Payment Gateway Link.
    2. Payment Gateway is set to the name of the payment gateway.
    3. In Entity, enter the name of the entity that receives payments using the payment gateway, click 
      Nimble AMS, Staff View, Button, Lookup
      , and select the entity. 
    4. Select Default to use the selected payment gateway when making payments, refunds, and managing stored payment methods.
    5. Click Save.

  4. If your org was created prior to the Nimble AMS Spring '17 release, preform these steps.

    Add the Account Related List and Payment Fields and List Views..

    Add the External Profiles related list on the Account:

    1. From Setup, enter Person Accounts in the Quick Find box, then select Page Layouts.
    2. Click Edit next to Person Account Layout.
    3. In the related lists section, add the External Profiles related list below the Orders related List.
    4. Click Save.
    5. Repeat these steps for any custom Person Account page layouts.

    Add fields and list views on the Payment:

    1. Add Created By External Payment Method and External Payment Profile fields to Payment page layouts:
      1. From Setup, click Create | Objects.
      2. Click Payment.
      3. In the Page Layouts section, click Edit next to "Order Payment Layout".
      4. Add Created By External Payment Method below Billing Country.
      5. Add External Payment Profile below Created By External Payment Method.
      6. Click Save.
      7. Repeat these steps for any custom Payment page layouts.
    2. In the tab bar, click the App Launcher, or in Salesforce Classic, click +.
    3. Click Payments.
    4. Create the All Check Payments list view:
      1. Click Create New View.
      2. In View Name, enter All Check Payments.
      3. In the Specify Filter Criteria section, add a filter:
        1. In Field, select Check Number.
        2. In Operator, select not equal to.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Check Number
        3. Payment Amount
        4. Payment Date
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    5. Create the All Credit Card Payments list view:
      1. Click Create New View.
      2. In View Name, enter All Credit Card Payments.
      3. In the Specify Filter Criteria section, add a filter:
        1. In Field, select Account Number.
        2. In Operator, select not equal to.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Account Number
        3. Payment Type Issuer
        4. Name on Credit Card
        5. Payment Amount
        6. Payment Date
        7. Payment Processor Transaction ID
        8. Payment Is Void
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    6. Create the All Payments list view:
      1. Click Create New View.
      2. In View Name, enter All Payments.
      3. In the Select Fields to Display section, add:
        1. Payment Id
        2. Payment Amount
      4. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      5. Click Save.
    7. Create the Check Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Check Payments This Month.
      3. In the Specify Filter Criteria section, add two filter1:
        1. In Field, select Check Number.
        2. In Operator, select not equal to.
        3. In Field, select Payment Date.
        4. In Operator, select equals.
        5. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Check Number
        3. Payment Amount
        4. Payment Date
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    8. Create the All Credit Card Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Credit Card Payments This Month.
      3. In the Specify Filter Criteria section, add to filters:
        1. In Field, select Account Number.
        2. In Operator, select not equal to.
        3. In Field, select Payment Date.
        4. In Operator, select equals.
        5. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Account Number
        3. Payment Type Issuer
        4. Name on Credit Card
        5. Payment Amount
        6. Payment Date
        7. Payment Processor Transaction ID
        8. Payment Is Void
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    9. Create the Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Payments This Month.
      3. In the Specify Filter Criteria section, add a filter:
        1. In Field, select Payment Date.
        2. In Operator, select equals.
        3. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Payment Amount
        3. Entity Payment Method
        4. Check Number
        5. Account Number
        6. Payment Type Issuer
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    10. Create the Stored Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Stored Payments This Month.
      3. In the Specify Filter Criteria section, add two filters:
        1. In Field, select Created By External Payment Method.
        2. In Operator, select equals.
        3. In Value, enter True.
        4. In Field, select Payment Date.
        5. In Operator, select equals.
        6. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Payment Date
        3. Payment Amount
        4. Created By External Payment Method
        5. External Payment Profile
        6. Payment Type Issuer
        7. Account Number
        8. Billing Expiration Month
        9. Billing Expiration Year
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.

    To create a BluePay account for use in your Staging/Sandbox environments, visits the BluePay Sandbox Account Request Page. Once you setup the test account, it should only be a few minutes before you get an email with the test credentials. The email will also include test Credit Card numbers available to use and a test ACH number. You would insert this information in the same Payment Gateway area as you would in Staging. Keep in mind that to test BluePay transactions, BluePay requires the total cost of the transaction to be an odd dollar amount - adding change to the dollar amount would not be recognized as an odd dollar amount and will be declined.

Using Authorize.Net

  1. Create a payment gateway:
    1. In the tab bar, click the App Launcher, or in Salesforce Classic, click +.
    2. Click Payment Gateways.
    3. Click New.
    4. Select the Record Type.
    5. In Gateway Implementation, enter AuthorizeDotNetPaymentGateway.
    6. Status is set to Active.

    7. In Login Id, enter the login id of your association's Authorize.Net account.

      This value is typically 9 characters.

    8. In Transaction Key, enter the transaction key of your association's Authorize.Net account.

      This value is typically 16 characters.

    9. In Endpoint URL, enter the path to the test or production Authorize.Net end point URL. 

      Production End Point APIhttps://api.authorize.net/xml/v1/request.api
      Test/Sandbox End Point APIhttps://apitest.authorize.net/xml/v1/request.api

    10. If you want to enable test mode to prevent credit cards from being charged, select Test Mode Enabled.

    11. If you have applied to process eChecks through this payment gateway, eCheck Transaction Limit, enter the provided per-transaction limit.
    12. In Maximum Number of Payment Profiles, enter 10. This limit is imposed by Authorize.Net.
    13. In Refund Period, enter 120. This limit is imposed by Authorize.Net.

    14. If you want to require the CVV (Card Verification Value) code when making a credit card payment in Staff View, select Require Credit Card Security Code.

    15. If you want to prompt staff to enter the address of the account when entering a payment, select Display Credit Card Address. 

      Staff and constituents are currently not required to enter a billing address when making a credit card payment in the order process.

    16. Click Save.

  2. Create an entity payment gateway to connect the new payment gateway to an entity:

    1. From a payment gateway, in the Entity Payment Gateway Links related list, click New Entity Payment Gateway.
    2. Payment Gateway is set to the name of the payment gateway.

    3. In Entity, enter the name of the entity that receives payments using the payment gateway, click 

      Nimble AMS, Staff View, Button, Lookup
      , and select the entity. 

    4. Select Default to use the selected payment gateway when making payments, refunds, and managing stored payment methods.
    5. Click Save.

  3. If your org was created prior to the Nimble AMS Spring '17 release, preform these steps.

    Add the Account Related List and Payment Fields and List Views..

    Add the External Profiles related list on the Account:

    1. From Setup, enter Person Accounts in the Quick Find box, then select Page Layouts.
    2. Click Edit next to Person Account Layout.
    3. In the related lists section, add the External Profiles related list below the Orders related List.
    4. Click Save.
    5. Repeat these steps for any custom Person Account page layouts.

    Add fields and list views on the Payment:

    1. Add Created By External Payment Method and External Payment Profile fields to Payment page layouts:
      1. From Setup, click Create | Objects.
      2. Click Payments.
      3. In the Page Layouts section, click Edit next to "Order Payment Layout".
      4. Add Created By External Payment Method below Billing Country.
      5. Add External Payment Profile below Created By External Payment Method.
      6. Click Save.
      7. Repeat these steps for any custom Payment page layouts.
    2. In the tab bar, click the App Launcher, or in Salesforce Classic, click +.
    3. Click Payments.
    4. Create the All Check Payments list view:
      1. Click Create New View.
      2. In View Name, enter All Check Payments.
      3. In the Specify Filter Criteria section, add a filter:
        1. In Field, select Check Number.
        2. In Operator, select not equal to.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Check Number
        3. Payment Amount
        4. Payment Date
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    5. Create the All Credit Card Payments list view:
      1. Click Create New View.
      2. In View Name, enter All Credit Card Payments.
      3. In the Specify Filter Criteria section, add a filter:
        1. In Field, select Account Number.
        2. In Operator, select not equal to.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Account Number
        3. Payment Type Issuer
        4. Name on Credit Card
        5. Payment Amount
        6. Payment Date
        7. Payment Processor Transaction ID
        8. Payment Is Void
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    6. Create the All Payments list view:
      1. Click Create New View.
      2. In View Name, enter All Payments.
      3. In the Select Fields to Display section, add:
        1. Payment Id
        2. Payment Amount
      4. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      5. Click Save.
    7. Create the Check Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Check Payments This Month.
      3. In the Specify Filter Criteria section, add two filter1:
        1. In Field, select Check Number.
        2. In Operator, select not equal to.
        3. In Field, select Payment Date.
        4. In Operator, select equals.
        5. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Check Number
        3. Payment Amount
        4. Payment Date
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    8. Create the All Credit Card Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Credit Card Payments This Month.
      3. In the Specify Filter Criteria section, add to filters:
        1. In Field, select Account Number.
        2. In Operator, select not equal to.
        3. In Field, select Payment Date.
        4. In Operator, select equals.
        5. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Account Number
        3. Payment Type Issuer
        4. Name on Credit Card
        5. Payment Amount
        6. Payment Date
        7. Payment Processor Transaction ID
        8. Payment Is Void
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    9. Create the Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Payments This Month.
      3. In the Specify Filter Criteria section, add a filter:
        1. In Field, select Payment Date.
        2. In Operator, select equals.
        3. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Payment Amount
        3. Entity Payment Method
        4. Check Number
        5. Account Number
        6. Payment Type Issuer
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
    10. Create the Stored Payments This Month list view:
      1. Click Create New View.
      2. In View Name, enter Stored Payments This Month.
      3. In the Specify Filter Criteria section, add two filters:
        1. In Field, select Created By External Payment Method.
        2. In Operator, select equals.
        3. In Value, enter True.
        4. In Field, select Payment Date.
        5. In Operator, select equals.
        6. In Value, enter THIS MONTH.
      4. In the Select Fields to Display section, add:
        1. Payment Id
        2. Payment Date
        3. Payment Amount
        4. Created By External Payment Method
        5. External Payment Profile
        6. Payment Type Issuer
        7. Account Number
        8. Billing Expiration Month
        9. Billing Expiration Year
      5. In the Restrict Visibility section, select Visible to all users (Includes partner and customer portal users).
      6. Click Save.
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