Overview
It is possible to have more than one Authorize.Net Payment Gateway (Authorize Profiles) or Stripe accounts linked to your Oases database so that the charges for different customers flow through to a different merchant account and then on to your bank account/s.
If you have one Authorize.Net Payment Gateway or Stripe account linked, this will be the default account for all the parent/customer records.
Article Sections
- What Needs to be in Place
- Link Additional Payment Gateways
- Assign a Payment Gateway Account (Profile) to a Parent/Customer Record
- Changing the Payment Gateway Profile for a Customer
- Bulk changing the Profile for Customers
What Needs to be in Place
Credit card processing in Oases.
Link Additional Payment Gateways
1. Any Authorize.Net Payment Gateways must be affiliated to Oases to avoid any additional transaction fees.
2. Submit the Name, Payment Gateway ID and the two API Keys for your second gateway, in a support ticket and ask for an additional payment gateway to be activated.
3. Please let us know the nickname or alias for this account and for your first account so you can tell the difference in drop down menus.
4. Please advise which is to be the default account.
5. We will advise you when your set up is complete and ready to use.
6. If you are using Stripe request an additional Stripe integration via support ticket and advise which will be the default.
Assign a Payment Gateway Account (Profile) to a Parent/Customer Record
7. If you do not allocate a Payment Gateway on the Billing tab of the Customer record the default will be assigned.
8. To Edit, press the pencil and you may select any of your linked payment gateway profiles prior to adding a card number.
9. You may also assign a profile in bulk from the People > Customer page by selecting the customers and choosing the option from the Actions menu.
Changing the Payment Gateway Profile for a Customer
Note: You may only change the profile once. Should you need to change it back please submit a support ticket.
10. To change the profile you will need to delete the current payment methods - Even if it will be the same credit card number entered for the other profile.
11. Open the customer record and on the Billing tab scroll down to Payment Methods.
12. Make a note of any information you may need later such as the last 4 digits of the card, the payment profile ID and of the Customer Profile ID.
13. Place a check mark to the left of the payment profile and press delete and confirm deletion when prompted.
14. The payment profile will be deleted in Oases but not in you payment gateway account.
15. Change the payment profile.
16. Refresh your browser and add the credit card again which will save to the new profile.
Bulk changing the Authorize Profile for Customers
Note: You may only change a customer's profile once. Should you need to change it back please submit a support ticket.
17. Check off the customers in the customer grid and from the Actions menu opt to Set CC Profile.
18. Choose the profile and save.
19. This will perform the action of deleting the existing payment and customer profiles.
20. You will need to add the credit card profile to the customer's new profile by opening and pressing Manage Payment Methods.
Note: If you change a profile and change it back you will receive a duplicate profile message.
Please submit a support ticket if you would like to re-enable a previous payment gateway for a customer.