Global Payments is a payment solution provider that integrates with Spire. At this time, the integration with Global Payments allows processing of credit card payments for ‘Card Not Present’ transactions, from invoicing and accounts receivable. At a future date, ‘Card Present’ transaction processing and hardware integration is planned on being supported.
Setup
You must first setup the Global Payments connection to Spire, using the application ID and key provided to you from their registration process.
You must also enter a Label to identify the company name for use in integration for access management.
If you are analyzing the functionality of Global Payments prior to going live, you can choose to enable a sandbox environment, to see how this integration works in Spire prior to committing your customer credit card information and processing.
Manage Companies
After setup is complete, you then can manage access for Global Payments across the company databases you use.
Under the label you defined in the Setup area, you can choose which company databases listed on this screen will have the Global Payments integration active.
Payment method
In order for payments to be recognized as interfacing with Global Payments, at least one Spire Payment method with the Credit type must be configured with the “Enable” setting in the Integration section, with a Type of “Integrated credit card processor”.
Customer Credit Cards
You likely will want to save customer credit cards for use in sales payments, instead of re-entering the full information every time. Spire will not store the credit cards directly, but instead will vault them in a secure location within the Global Payments portal, and only access information securely when needed. Customers can have one or more credit cards saved.
After saving card information, only the last 4 digits and expiry are displayed in Spire. When information about the customer changes, you can sync this with the stored customer data within the credit card processor vault.
You can edit the expiry year when a new card is available to replace an expired card, and you will need to re-enter the full credit card number in order to update the card.
The Global Payments connection to Spire does not support the Default card setting here.
Usage in Spire
When active, and configured appropriately for use with payment methods, card not present transactions can be processed in sales processing, point of sale and accounts receivable.
Payments can be processed through invoicing a sales order, and payment is accepted on the tender screen.
Sales order deposits also support Global Payments, and after the tender is made, the deposit acts as a deposit normally would in Spire.
You can alternatively “Authorize” a transaction for pre-authorization within sales orders, from the Credit Authorizations button. In this case, the payment is recorded, but instead of immediately charging the credit card, a pre-authorization occurs. At a later time, the company can “capture” this pre-authorization and convert the pre-authorization into a deposit on the order or a payment when invoicing.
Refunds through negative sales orders can also be processed, and indicated on the tender screen.
Refunds can also be processed by voiding a payment in Accounts Receivable, which will automatically be processed back to the same credit card without requiring re-selection.
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