PowerCharge

PowerCharge

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

A subscription to PowerCharge is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

PowerCharge complies with all requirements based on the PCI self-assessment. A credit card is never stored locally in CRM or on the database. As soon as a credit card is entered, it is securely transferred to your payment gateway, and a token ID is returned. The token ID is what is stored locally in your CRM server.

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

PowerCharge supports ePN (eProcssing Network), BeanStream and authorize.net payment gateways and can be used with new or existing accounts for any of these gateways.

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

Once you’ve clicked on the Setup Tab, you can choose a debug mode. By default, the minimum debug mode will be turned on. This will include logs for important events, such as errors, in the PowerCharge log. The Advanced debug mode will create additional debug records, which may be useful in debugging. The Advanced method of debugging may take up more disk space, and is not recommended.

Next, you will select the name of the gateway you’ve chosen to use as your default gateway. This will expose the fields necessary to connect your gateway account. The required information can be found by logging into your payment gateway.

After entering the information, be sure to press Save before closing the solution window.

For information on configuring test accounts, select the gateway desired below.

Authorize.net Test Account

To set up a testing account for authorize.net, you will need to sign up for a test account on the authorize.net website. Once you’ve set up your account, grab the API Login and Transaction Key from your test account, and change the Mode to Test in the PowerCharge setup tab. Remember to set the Mode back to Live once you enter your live account information.

BeanStream Test Account

To set up a test account for the BeanStream payment gateway, send an email to support@beanstream.com, with your Company and contact information, and they will set up a test account for you. Then input the test account information in the PowerCharge setup tab. Remember to change this information to your live account information when you want to start processing actual cards with BeanStream.

eProcessing Network (ePN) Test Account

If you are testing with ePN, test values are pre-populated for you. When you are finished testing, come back to the PowerCharge setup tab and fill in your live account values.
  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

Every user who would like to have access to PowerCharge will need the PowerCharge User or PowerCharge Administrator security role assigned to them. System Administrators will automatically see PowerCharge in their left navigation and be able to use PowerCharge, even without having the security role assigned.

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

On the credit card transaction screen, you will notice a check box called “Historical Import” if you expand the maintenance section.

If you want to import historical transaction records, you can use the general import feature of CRM. Remember, if you want to import transactions related to credit cards, you need to import the credit cards first, and then import the transactions related to them. When you’re importing transactions, remember to put the value for this checkbox to “true”/checked in your spreadsheet so that the transactions do not actually get run.

Warning: If the “Historical Transactions” check box is not checked, the transactions will be run as they normally would, and the related card will get charged.

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

When you import PowerCharge, a workflow (deactivated) is automatically imported into your CRM. This workflow allows users to re-run a credit card transaction on demand. To use this workflow, your CRM System Administrator will need to activate it. Open the credit card transaction record you’d like to re-run, click on Run Workflow and choose the “Re-run Credit Card Transaction” workflow.

This will rerun the transaction the workflow was initiated from.

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

Yes. After installing PowerCharge, a new activity type is created called a ‘Credit Card Transaction’. All out of the box CRM features such as workflows and dialogs can then be used with the Credit Card Transaction Activity.

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

There are multiple ways to go about charging or refunding the credit card. You can charge a card manually either from the credit card record, or from the account or contact record, or you can charge the card automatically through a workflow.

From the Credit Card Record
Navigate to the credit card record you wish to charge and open the record. Click on Credit Card Transactions and Add New Credit Card Transaction.

Fill in the Subject line, set the regarding, select a credit card to charge (if it isn’t already listed there), select whether you want to Charge or Refund the card, enter an amount and click on Save or Mark complete. This will run the transaction (be patent while the transaction runs).

If you need to refund the card, you will need to select an order to refund, and the amount of the refund cannot exceed the amount of the charge. You will know the transaction was successful because a Transaction Result with a message of “YAPPROVED” and a Transaction ID will get populated back into the activity record.

From the Contact/Account Record
Navigate to and open a contact or an account record. Select the ellipses, then Other Activities and Credit Card Transaction.

Fill in the Subject line, set the regarding, select a credit card to charge (if it isn’t already listed there), select whether you want to Charge or Refund the card, enter an amount and click on Save or Mark complete. This will run the transaction (be patient while the transaction is running). If you need to refund the card, you will need to select an order to refund, and the amount of the refund cannot exceed the amount of the charge. You will know the transaction was successful because a Transaction Result with a message of “YAPPROVED” and a Transaction ID will get populated back into the activity record.

With a Workflow
If you are trying to process a monthly subscription, or a charge that occurs on a regular basis, you could charge credit cards with a workflow. How you set up the workflow will vary depending on what you are trying to do. Creating a workflow can be a little more complicated. Please contact your CRM administrator to help you build this workflow.

The credit card transaction will show up under the credit card that was charged, and will also show in the list of closed activities on the record the transaction was set regarding (i.e. Contact, Account, etc).

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

Navigate to the PowerPack section of your CRM and select Credit Cards. To enter a new credit card, select New.

Fill in the credit card information, complete the billing information on the form, set the card to related to an Account or Contact (if you like), and click Save. The gateway will automatically be set based on the default that you have configured in your PowerCharge setup. If you’d like to change your default gateway, you can do so in the PowerCharge setup area, within the PowerCharge configuration.

Warning: Do not remove fields from the credit card or credit card transaction records. These fields are necessary for PowerCharge to function and may also be required by the payment gateway itself. You may add fields to the credit card forms if you would like, but do not remove fields from the form.

You will know the credit card has been successfully saved with your gateway, because an encryption token and a credit card status will be passed back to you with a “SUCCESSFUL” message of some sort. If the card was not saved successfully, you will see “FAILED” and it will tell you why the card has not been saved successfully. As soon as the card is saved with the gateway, the card number will display only the last 4 digits, and the CCV will be wiped.

Note: If your credit card status asks you to check the PowerCharge log, do an advanced find for PowerCharge Log, add all columns to the search, and click Results.

  • Date Created: February 17, 2015
  • Last Modified: March 24, 2015

To create an ACH Transaction, navigate the ACH Account you would like to charge, and click on ACH transactions in the menu.

Click on Add New ACHTransaction to create a new charge or refund.

Specify a subject for the transaction, choose a record to set the transaction regarding, and input a description for the transaction. Then choose whether you are charging or refunding, and specify an amount. Then Save or Mark Complete to run that transaction.

Wait for PowerCharge to communicate with the gateway. When a response returns from the payment gateway the results of the transaction will be displayed on the form, telling you whether the transaction succeeded or failed, and if it failed, why it failed.  Please note: The successful message just indicates that the request has been accepted by the gateway, this does not guarantee that funds will clear.  We recommend you wait for the funds to clear before rendering services.

  • Date Created: February 17, 2015
  • Last Modified: March 24, 2015

If any of your error messages are referencing the PowerCharge Log, you can do an advanced find for this log. Look for the PowerCharge log and click on Results. This log will outline, more specifically, what the error you’ve encountered is. Remember to add the columns you’d like to see in the log, before you click Results.

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

The payment gateway will pass back a credit card status of “successful” and an encrypted token that will be displayed in the credit card window. If the credit card fails to save, a failure message will also be displayed.

  • Date Created: February 17, 2015
  • Last Modified: March 24, 2015

Processing a refund would follow the exact same process as processing a charge. To process a refund, open a new ACH Transaction record and change the Action field from “Charge” to “Refund”. Then select a previously settled transaction in the Order to Return lookup field. Enter an amount, and save.

Please be aware that it is unlikely that the payment gateway will allow a cumulative refund amount greater than the amount of the original purchase.

When a response returns from the payment gateway, the results of the transaction will be displayed on the form in the same manner as ACH Transaction charges.

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

Navigate to the PowerPack section of your CRM, select Credit Cards, and open the credit card you want to change.

To update a credit card record, you must re-enter the entire credit card number, expiration date, and CCV before the information can be re-submitted to the payment gateway. If all of the information is not updated, the update will be isolated to CRM, which will be noted in the Credit Card Status on the record. This provides security as well as a means to make simple changes to the form such as a telephone number or parent contact without passing the information to the gateway.

  • Date Created: February 1, 2015
  • Last Modified: March 24, 2015

To uninstall PowerCharge all of the credit card records must first be deleted, please check that you have deleted all records. Then uninstall as usual, by deleting the solution.

If you’ve customized the site map to display the PowerCharge shortcuts outside of the PowerPack section, those buttons will need to be removed before deleting.