Settings > Administration > Company 

1. Navigate to Company Setup and then the CC tab:

2.  Make the following Selections:

Use Pay by Credit Card – Checked

Credit Card Vendor – PayJunction

Auth Login – {API Login from PayJunction Website}

Auth Pwd – {API Password from PayJunction Website}

NOTE: SELECT The SAVE Button to save changes BEFORE CONTINUING SETUP.

3. Credit Card API Setup

API URL - This is the Softbase Connect URL for your company that is used to allow Pay Junction to communicate with Softbase Evolution.  Work with your IT Team or Softbase Support to get your Softbase URL that you will enter here.  

Selecting this button will add all four API Events with a single button click.

API Event – Select the API Event to add from this field. API events can be one of the following:

When adding events individually, populating this field along with the API URL will enable the Add URL button. 

Select the Add URL button to add the API Event.

Selecting an existing API Event will enable the Delete button.

Changing the URL in the API URL field will enable the Update button.

Settings > Administration > Branch

1. Select the Finance tab

1. Store Name – Enter the Shop Name from the PayJunction website.  At least one shop must be set up in PayJunction.

b.     Credit Card Debit Account # - Account number needed for posting to the GL (i.e. the Cash account / Bank account). The Account selected in this field must be a valid account number from the Chart of Accounts.  To select an existing account, click the search button    next to the field.

NOTE: Credit Card Account Debit Account # is required at either the Branch or Department level.

2. Repeat step 1 for each Branch, even if the field entries are the same.

Settings > Administration > Department

NOTE: Only complete this setup if the Credit Card Account # is different at the Department level.

1. Select the Department

2. Credit Card Account # - Account number needed for posting to the GL (i.e. the Cash account / Bank account). The Account selected in this field must be a valid account number from the Chart of Accounts.  To select an existing account, click the search button    next to the field.

NOTE: This Setup will override the Credit Card Account # in the Branch setup.

NOTE: Departments that do not contain a Credit Card Account # will revert to the Branch setting.  Therefore, it is important that the Branch Credit Card Debit Account # also contains a valid account number.

Settings > Administration > AR Terms 

1. Create or select an existing AR Terms that you want to be used to process Credit Cards with.  

2. Set the Credit Card Checkbox to checked.  

Softbase  - Paying Invoice with a credit card

Invoicing

1. Complete the Header information on a new or existing work order or convert a quote to a work order and save any changes.

2. Select the appropriate credit card type from the AR Terms drop down menu:

   1. The AR Term has to be one of the default Credit Cards (Discover, Visa, Master Card or American Express) or any other AR Term you have created that has the Credit Card Checkbox set to Yes on the AR Term Window in Softbase. 

3. After adding all items to work order (Parts, Labor, etc.), select Invoice from the toolbar

4. After providing the appropriate answers to one or more pop up boxes, the Credit Card Payment window will be displayed. The first time a Credit Card transaction is performed for each customer, the payment window will open with an empty web page:

Leaving the default Send Payment To: value at Web and selecting Use New Card will load the payment web page:

Enter the appropriate/required Information and select the Green submit button at the bottom of the screen (you will need to scroll down to enter all required information).  Note the Card Type and Last Four #’s fields are empty.  This customer has not had any approved CC transactions made via Softbase.

5.  Depending on the outcome of the transaction, a window similar to the following will be displayed:

Note:  If the credit card transaction is declined, the approval Status will show Declined and instead of an OK button, there will be a Cancel button.  The Use New Card button will still be enabled.  Either cancel the transaction or use a new card.  Canceling the transaction will close the Payment window.

6. If the Payment was declined or the transaction was canceled, once the window is closed, the option to close the work order and create an invoice will be displayed:

If the Invoice is closed, credit card payments can be applied at a later time via the AR Inquiry Window.

7. If this is not the first credit card payment made for the customer, the payment window will open with the same empty web page:

All three buttons are now available, and the credit card type and last four digits of the previously used credit card transaction are displayed. 

8. Determine where the transaction will be completed by selecting the appropriate options from the Send Payment To: and Terminal drop down menus:

9. Either select the Re-Use Card button to re-charge the same card for the new invoice amount, select Use New Card to charge a new card or select Cancel to cancel the transaction and exit the payment window.

Selecting Use New Card where Send Payment To: is set to Web, will result in the following window:

Selecting Use New Card where Send Payment To: is set to a valid smart terminal, will result in the transaction being sent directly to the smart terminal.  The following will be displayed on the smart terminal screen:

 Follow the on-screen instructions to complete the transaction.  To manually enter a card number from this screen, the yellow arrow button  can be pressed to manually enter a card number.

 For smart terminal transactions where it is immediately known it will be a card not present transaction, the Credit Card Not Present check box can be used to directly enter a card number.  The following screen will be displayed instead:

The status of the transaction (Approved or Declined) will be displayed in the Payment Window once the transaction has been completed.  The Payment window will look similar to the following:

Selecting the Re-Use Card button will process the transaction and return a status similar to the following:

Note:  The Send Payment To: drop menu value is ignored when the Re-Use Card button is selected.

10. Select Ok or Cancel, depending on the status to close the payment window.  If the transaction is declined, retry the transaction, use a new card, or cancel the transaction.

Note: The Softbase application will begin checking the status of the transaction about 30 seconds after the transaction has been initiated (when the payment window is populated with a new PayJunction payment page or the Use New Card button is selected).  The payment window will continually check for an updated payment status for 10 minutes after the transaction has been started.  If the 10-minute time limit has been reached, the status will be returned as Unknown.  The Credit Card Payment window will display the process status beginning at about 30 sends, and will look like the following:

Select the Cancel button.  When prompted to close the WO, make the appropriate selection. 

Selecting the Re-Use Card button will result in a fairly rapid status update (depending on internet network speed).

AR Inquiry Window

1. Closed work orders that have been invoiced can be paid from the Accounting > AR Inquiry option.   Open the AR Inquiry Page and enter the Customer number 

2. Select the Invoice to pay and go to the Gear and select File click Pay with Credit Card from the File menu:

3. The Credit Card Payment window will be displayed:

Follow the process explained above to complete the PayJunction payment transaction.