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Credit Card Processing Action [Deprecated]
Credit Card Processing Action [Deprecated]

[DEPRECATED] An action to process credit card information with your payment gateway.

Updated over a year ago

NOTE: This action is for our legacy payment gateway. Please use the Process Payment action if you are using our current Payment Gateway offering.

The deprecated Credit Card Processing action will interact with your payment gateway(s) to charge an amount to an electronic check or credit card.

The result of this action, whether it succeeds or fails, will be returned. 

There are three actions to choose from: Charge, Refund, and Void. Although similar, we will list out each of their parameters separately below.


Charge - Use Payment Widget Checked

  1. Action:  Charge is chosen to charge a credit card.

  2. Amount: the amount to charge.

  3. Use a Payment Widget to collect Customer Payment Details (checked).

    • Payment Widget Name: Select a payment widget to use to process payment (must be set up).

    • Use my default payment gateway to process this transaction: when checked, Payment Gateway Name is hidden.

    • Payment Details is hidden.

  4. Payment Gateway Name: select the Payment Gateway by name.

  5. Payment Details: Credit card information.

  6. Customer Details: information about the customer.

  7. Store Merchant Response in Action Results: the result of sending the information is stored in the following action results.

    • Merchant Response: action result to store the response of the change.

    • Success or Fail: action result to store whether or not the charge succeeds or not.

    • Order ID: the Order ID of a successful chargeTransaction.

    • Ref Number: the transaction number of a successful charge.


Charge - Use Payment Widget Unchecked

  1. Action: Charge is chosen to charge a credit card.

  2. Amount: the amount to charge.

  3. Use a Payment Widget to collect Customer Payment Details (unchecked).

  4. Payment gateway name: Give the gateway a name.

  5. Payment Details: You can choose between

    • Credit Card: For credit card, fill in the appropriate details.

    • E Check: E check may not be as familiar as a credit card. You can use the following suggestions for filling in the fields:

      • Check type: "Chequing", "Personal", "Business", "Savings"

      • Product ID: Use the ref number from the invoice (if no special characters)

  6. Customer Details: information about the customer.

  7. Store Merchant Response in Action Results: the result of sending the information is stored in the following action results.

    • Merchant Response: action result to store the response of the change.

    • Success or Fail: action result to store whether or not the charge succeeds or not.

    • Order ID: the Order ID of a successful chargeTransaction.

    • Ref Number: the transaction number of a successful charge.


Refund

  1. Action:  Refund is chosen to refund a credit card.

  2. Amount: the amount to refund.

  3. Payment Gateway Name: select the Payment Gateway by name.

  4. Payment Details: Credit card information.

    • Transaction ID: the ID for the transaction.

  5. Customer Details: information about the customer.

    • Order ID: the Order ID for the transaction

  6. Store Merchant Response in Action Results: the result of sending the information is stored in the following action results.

    • Merchant Response: action result to store the response of the refund

    • Success or Fail: action result to store whether or not the refund succeeded or not


Void

  1. Action:  Void is chosen to refund a credit card.

  2. Amount: the amount to void.

  3. Payment Gateway Name: select the Payment Gateway by name.

  4. Payment Details: Credit card information.

    • Payment Type: type of payment.

    • Transaction ID: the ID for the transaction.

  5. Customer Details: information about the customer.

    • Order ID: the Order ID for the transaction.

  6. Store Merchant Response in Action Results: the result of sending the information is stored in the following action results.

    • Merchant Response: action result to store the response of the void.

    • Success or Fail: action result to store whether or not the void succeeded or not.

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