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Processing Centers

Form ID: (CA205000)

You can use this form to configure a processing center for processing inbound payments—such as a card processing center to which your company is subscribed.

This form appears in the system if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.



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Back to TopForm Toolbar

The form toolbar includes the buttons described below.

Button Description
Test Credentials Performs a test transaction to validate the credentials you have entered for the particular processing center.
Update Expiration Dates Redirects you to the Update Expiration Dates (CA208000) hidden processing form, which displays the list of customer payment methods that do not have expiration dates. On this form, you click Process to retrieve expiration dates from processing center records for the customer payment methods or Process All to retrieve expiration dates for all records.
This button is displayed if the selected processing center supports unmasked expiration dates and if there are customer payment methods based on a payment method associated with the selected processing center that have no expiration date recorded in the system.
Create/Update Webhook Checks whether webhooks have been created in both Acumatica ERP and the merchant account linked to the selected processing center. If no webhook exists in either location, the system creates a webhook. If a webhook has been created in only one of these places, the system updates the processing center webhook with the URL, username, and password of the Acumatica ERP webhook.
Once the system has created or updated webhooks, it populates the Webhook ID box on the Payment Links tab with the ID of the Acumatica ERP webhook, and marks the created webhook as predefined in the database. Predefined webhooks cannot be deleted on the Webhooks (SM304000) form.
Currently, only one webhook can be active for each location in the merchant account. Thus, you can set up multiple processing centers in Acumatica ERP to work with a single location in your merchant account, but only one processing center will receive webhook notifications from this location.
Authenticate EMV Card Reader Establishes an open authorization (OAuth) connection between Acumatica ERP and the processing center. When you click this command, the system displays a form hosted by the processing center where you enter your domain, username, and password to complete the authentication.
This command appears on the form if the Use EMV Card Reader with Mobile App check box is selected on the Preferences tab of this form.

Back to TopSummary Area

This area displays the settings used for the processing center to which your company is subscribed.

Element Description
Proc. Center ID The unique identifier of the processing center.
Name A detailed description of the processing center. You use an alphanumeric string of up to 30 characters.
Cash Account The cash account associated with the processing center. This cash account defines the currency in which the transaction amounts will be processed.
The system will use the identifier of the currency to validate that the transaction is posted to a cash account with the same currency identifier.
Currency The currency used for the selected account. The box is filled in automatically by the system as follows:
  • If the Multicurrency Accounting feature is not enabled on the Enable/Disable Features (CS100000) form, the system uses the base currency.
  • If the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form, the system uses the currency of the account, as specified on the chart of accounts to which the cash account is linked.
Active A check box that indicates (if selected) that the processing center is active in the system.
Payment Plug-In The built-in plug-in developed for the particular processing center based on the protocol used by the center and other processing requirements. One of the following options can be selected:
  • Shopify Payments API Plug-In: This plug-in uses an API supported by Shopify.
  • Stripe Plug-In: This plug-in makes it possible to integrate the processing center with the Stripe processing center. This option is available if the Stripe Payment Plug-In feature is enabled on the Enable/Disable Features (CS100000) form.
  • Acumatica Payments Plug-In: This plug-in makes it possible to use Acumatica payments. This option is available if the Acumatica Payments feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopPlug-In Parameters Tab

On this tab, you specify your company’s settings used by the plug-in to access the processing center. The required keys can be imported from the plug-in, while you should enter the values manually.

The specific parameters listed on this tab depend on the option selected in the Payment Plug-In box in the Summary area. For details on specific settings, see the procedures dedicated to a particular plug-in configuration in the Configuring Payment Processing chapter.

The table toolbar has only standard buttons.

Plug-In Parameters Tab (Shopify Payments API)

If Shopify Payments API Plug-In is selected as the plug-in type in the Summary area, the tab consists of the following columns and the noted plug-in parameter.

Column Description
ID The identifier of the key required by the plug-in developed for the processing center.
Description A description of the key.
Value The value of the key to be used by your company to access the services provided by the processing center. For the Shopify Payments plug-in, you specify the value of the STORENAME parameter, which is the name of the Shopify store defined on the Shopify Stores (BC201010) form.

Plug-In Parameters Tab (Stripe Payments)

If Stripe Plug-In is selected as the plug-in type in the Summary area, the tab consists of the following columns and the noted plug-in parameters.

Column Description
ID The identifier of the key required by the plug-in developed for the processing center.
Description A description of the key.
Value The value of the key to be used by your company to access the services provided by the processing center.
For Stripe, you specify the values for the following parameters:
  • ADDRVERIF: A check box that indicates (if selected) that address verification is enabled in the processing center. If the check box is selected, you will need to enter the postal code and address line in the Create New Card dialog box, which opens on the Customer Payment Methods (AR303010) form when you are creating a new card.
  • MODE: The processing mode for the request. One of the following values can be selected:
    • Live Mode: To process live transactions
    • Test Mode: To test the setup
  • MOTO: A check box that indicates (if selected) that processing of Mail Order/Telephone Order (MOTO) transactions is turned on. If this check box is selected, 3DSecure for transactions is turned off. This parameter and the ADDRVERIF parameter must be turned on in the merchant’s Stripe profile.
  • PUBLICKEY: The API publishable key that is used for client-side requests.
  • SECRETKEY: The API secret key that is used for server-side requests.

Plug-In Parameters Tab (Acumatica Payments)

If Acumatica Payments Plug-In is selected as the plug-in type in the Summary area, the tab consists of the following columns and the noted plug-in parameters.

Column Description
ID The identifier of the key required by the plug-in.
Description A description of the key.
Value The value of the key to be used by your company to access the services provided by the processing center.
For Acumatica payments, you specify the values of the following parameters:
  • APIKEY: The API secret key. This value should be copied from the merchant account in the Acumatica Payments Partner Gateway.
  • HASHKEY: The API user hash key. This value should be copied from the merchant account in the Acumatica Payments Partner Gateway.
  • LOCATIONID: The location ID. This value should be copied from the merchant account in the Acumatica Payments Partner Gateway.
  • RFNDUNSTTL: A check box that indicates (if selected) that refunds for unsettled transactions are allowed for the processing center.
  • TESTMODE: The processing mode for the request. One of the following values can be selected:
    • Live Mode: To process live transactions
    • Test Mode: To test the setup
  • USERID: The ID of the API user. This value should be copied from the merchant account in the Acumatica Payments Partner Gateway.
  • WEBHOOKPWD: The password for webhook authorization. This value is generated by the system and is filled in automatically when you select Acumatica Payments Plug-In in the Payment Plug-In box. When you click Create/Update Webhook on the form toolbar to create a webhook, this value is sent to the merchant account in the Acumatica Payments Partner Gateway.
  • WEBHOOKUSR: The username for webhook authorization. This value is generated by the system and is filled in automatically when you select Acumatica Payments Plug-In in the Payment Plug-In box. When you click Create/Update Webhook on the form toolbar to create a webhook, this value is sent to the merchant account in the Acumatica Payments Partner Gateway.
You can manually change the values for the WEBHOOKPWD and WEBHOOKUSR parameters. If you do, you should click Create/Update Webhook on the form toolbar to send the updated settings to the merchant account in the Acumatica Payments Partner Gateway.

Back to TopPayment Methods Tab

This tab lists (in a tabular format) the payment methods that use the processing center.

The table toolbar has only standard buttons.

Column Description
Payment Method The payment method that uses the processing center.
Active A check box that indicates (if selected) that this processing center can be used with the selected payment method in documents.
Default A check box that indicates (if selected) that this processing center is set by default in a document when the payment method is selected in the document.
Funds Hold Period (Days) A read-only column that shows the number of days the card processing system holds funds on a customer’s card.
Reauthorization Delay (Hours) A read-only column that shows the number of hours that must pass between the voiding of an expired authorization request and the reauthorization of the payment.

Back to TopPreferences Tab

On this tab, you specify the settings that the system uses while connecting to processing center servers.

Payment Profiles Section

Element Description
Allow Saving Payment Profiles A check box that indicates (if selected) that when a user enters a card payment, the system allows the saving of a payment profile by extracting the payment profile ID from the processing center and creating a customer payment method associated with the credit card.
If the check box is cleared, when the user enters a card payment, the system will associate the payment with the credit card transaction, but will not allow the user to create a customer payment method.
This check box is available only if the plug-in used for the processing center supports the creation of customer profiles.
If this check box is selected and the Save Payment Profiles box is set to Never on the General tab of the Customer Classes (AR201000) form for the customer class of the customer, the system will never save customer payment profiles for customers of this class, even though the settings of the processing center allow it.
Synchronize Deletion A check box that indicates (if selected) that when a user deletes a customer payment method that is registered with Acumatica Payments or Stripe, the payment method information is automatically deleted from the Acumatica Payments or Stripe server.
This check box is displayed if Acumatica Payments Plug-In or Stripe Plug-In is selected in the Payment Plug-In box.
Accept Payments from New Cards A check box that indicates (if selected) that when a user is processing a payment for a particular payment method, the system will accept a payment from a new credit card.
This check box is cleared and unavailable if Shopify Payments API Plug-In is selected in the Payment Plug-In box.
Create Additional Customer Profiles A check box that indicates (if selected) that an additional customer profile will be created for a customer account on the Acumatica Payments or Stripe side if the number of payment profiles created for the customer account exceeds the value specified in the Maximum Credit Cards per Profile box.
Maximum Credit Cards per Profile The number of payment methods allowed for each customer account. The default value is 10, and we strongly recommend that you not increase the value.

Payment Processing Section

Element Description
Allow Increasing Authorized Amounts A check box that indicates (if selected) that users can increase the authorization amounts for payments applied to sales orders or sales invoices with unpaid balances. The check box is available only if the selected processing center plug-in supports the functionality of incrementing authorization amounts.
Accept Payments from POS Terminals A check box that indicates (if selected) that the processing center supports payments made via POS terminals.
The check box appears on the form if the Acumatica Payments feature is enabled on the Enable/Disable Features (CS100000) form and Acumatica Payments Plug-In is selected in the Payment Plug-In box on the current form. When this check box is selected, the POS Terminals tab appears on the form.
Allow Unlinked Refunds This check box indicates (if selected) that you can process unlinked refunds for card payment methods associated with the processing center.
This check box is cleared and unavailable if Shopify Payments API is selected in the Payment Plug-In box.
Allow Payment Links A check box that indicates (if selected) that the payment methods of the selected processing center will support the processing of payment links. If this check box is selected, the Payment Links tab appears on the form.
The check box appears on the form if the plug-in selected in the Payment Plug-In box supports payment links.
Use EMV Card Reader with Mobile App A check box that indicates (if selected) that the processing center’s payment methods support the use of EMV card readers with the Acumatica mobile app.
This check box appears on the form if the payment plug-in selected for the processing center supports EMV card readers. If this check box is selected, the Authenticate EMV Card Reader command appears on the More menu.
Compliant Surcharge A check box that indicates (if selected) that the surcharge service is turned on for this processing center.
Once you select this check box, it becomes unavailable.
Surcharge Entry Type The entry type used for surcharges. This box is required if the Compliant Surcharge check box is selected.

Connection Section

Element Description
Transaction Timeout (s) The time interval (in seconds) after which a user may perform another attempt to process a transaction (for example, authorize or capture) if the processing center has not returned any result for the previous attempt because of a loss of connection or some other reason.
Number of Additional Synchronization Attempts The number of additional attempts to establish a connection that the system should perform once it has received an incorrect response from the processing server. You can specify a value from 0 to 10. If you specify 0, the system performs only one synchronization attempt.
Delay Between Synchronization Attempts (ms) The time interval (in milliseconds) between the synchronization attempts. You can specify a value from 0 to 1000.

Reauthorization Section

The settings in this section are related to the system’s processing of a reauthorization API request.

Element Description
Number of Reauthorization Retries The maximum number of attempts to resend the same reauthorization API request. It can be performed by a user or by the system if reauthorization is run by the scheduler. The default value is 3.
Reauthorization Retry Delay (Hours) The delay between a failed attempt to send a reauthorization request and the next attempt. The default value is 3.

Settlement Section

Element Description
Import Settlement Batches A check box that indicates (if selected) that settlement batches can be imported for the processing center. For payments for this processing center, the Cleared check box will be selected on the Financial tab of the Payments and Applications (AR302000) form after the import of the settlement batch.
Import Start Date The date on which the import of settlement batches can start.
This check box becomes available and required if the Import Settlement Batches check box is selected.
If the import of settlement batches was turned off for some time (that is, if the Import Settlement Batches check box was cleared) and then restarted, a new import start date can be specified.
Last Settlement Date The date on which the most recent settlement batch for the processing center was successfully settled. This box is read-only.
Deposit Account The cash account in which the settlement batch will be deposited.
This box is available and required only if the Import Settlement Batches check box is selected. You can select only non-clearing accounts, that is, accounts for which the Clearing Account check box is cleared on the Cash Accounts (CA202000) form.
Automatically Create Bank Deposits A check box that indicates (if selected) that the system will automatically create bank deposits after importing the settlement batch.

Back to TopFees Tab

If a settlement report includes fees, these fees are displayed by the system on the Settlement Batches (CA307000) form and are added to bank deposits as charges. On this tab, you have to specify the bank deposit charge and entry type for each fee type.

If you use Stripe, this tab shows the types of fees received from Stripe. These fees will be included in the bank deposit during the settlement of Stripe payments. The system adds these predefined fee types automatically when you set up a Stripe processing center.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Set Default Fee Adds the default set of fee types (Payment, Refund, Adjustment, and Batch) required by the processing center.
You should click this button in the following cases:
  • You have the Stripe processing center set up without these fee types
  • The fee types have been deleted
  • The settlement functionality has been set up in your system prior to Version 2026 R1.
Column Description
Fee Type The type of fee used by the processing center. Only one line for each fee type can be added.
If Stripe is used, this is one of the following options, which represent a fee type automatically added by the system:
  • Payment: A fee type for payments
  • Refund: A fee type for refunds
  • Batch: A fee type for transaction batches
  • Adjustment: A fee type for adjustments
Entry Type The entry type that should be specified in the charge in a bank deposit for the corresponding fee type.
You can select an entry type for which CA is specified in the Module column on the Entry Types (CA203000) form.
Each fee type automatically added for Stripe has the Disbursement entry type.

Back to TopPayment Links Tab

On this tab, you specify the branches that will use the current processing center as the default one for the creation of payment links. For each branch, you can specify the payment method and cash account that should be used for creating payments via the payment links.

This tab appears on the form if Acumatica Payments Plug-In is selected in the Payment Plug-In box of the Summary area and the Allow Payment Links check box is selected on the Preferences tab.

Payment Links Elements

These settings (described below) apply to the payment links in the branches listed in the table.

Element Description
Allow Partial Payment A check box that indicates (if selected) that a document can be paid partially. That is, a customer can reduce the amount to pay before making the payment.
Attach Document Details as PDF A check box that indicates (if selected) that the system will always send all the line items as a PDF file attachment, regardless of the number of lines. (You can download this PDF file from the Attachments section of the invoice.)
The check box is cleared by default.
Selecting this check box for a processing center won’t affect the processing of previously created payment links. If you clear this check box for a processing center, the system won’t remove the file attachments to the payment links for the existing payment links. The system will continue processing these files with attachments.
For details, see Processing of Payment Links.
Webhook ID Read-only. The ID of the webhook created in the system. If this box is empty, no webhook has been created. To create a webhook, you should click Create/Update Webhook on the form toolbar.
The created webhook is marked in the database as predefined and users will not be able to delete it on the Webhooks (SM304000) form.
Create from Payment Link (SO & Prepmt. Inv.) The type of document that will be created when a user syncs a payment link:This box contains the following options:
  • Payment (default): The system will create a payment when a user has paid a sales order or prepayment invoice by using a payment link.
  • Prepayment: The system will create a prepayment when a user has paid a sales order or prepayment invoice by using a prepayment link.

Table

The table toolbar has only standard buttons.

For each row in the table, one of the following combinations of columns must be filled in:

  • Credit Card Payment Method and Credit Card Cash Account
  • EFT Payment Method and EFT Cash Account
Column Description
Branch The branch specified on the Financial tab of the Invoices and Memos (AR301000), Invoices (SO303000), or Sales Orders (SO301000) form for an invoice, sales invoice, or sales order to which the payment link settings in the row will apply.
Use by Default A check box that indicates (if selected) that the currently selected processing center should appear by default for the creation of payment links. A user can override this setting for a particular document.
Only one default processing center can be selected for each combination of a branch and a currency.
Credit Card Payment Method The payment method (along with its description) that will be used in a created payment if a card payment for the payment link is received from the current processing center and if the related invoice or sales order originated in the branch defined for the row.
The lookup table in this box displays payment methods that meet both of the following criteria:If this column is filled in, Credit Card Cash Account must also be filled in.
Credit Card Cash Account The cash account (along with its description) that will be used along with the credit card payment method.
The lookup table in this box displays cash accounts that meet both of the following criteria:
  • The cash account is specified for the payment method on the Allowed Cash Accounts tab of the Payment Methods (CA204000) form.
  • The cash account is visible for the branch defined in the row—that is, this branch is selected for the cash account in the Branch column on the Allowed Cash Accounts tab.
If this column is filled in, Credit Card Payment Method must also be filled in.
EFT Payment Method The payment method (along with its description) that will be used for payment creation if an EFT payment for the payment link is received from the current processing center and if the related invoice or sales order originated in the branch defined for the row.
The lookup table in this box displays cash accounts that meet both of the following criteria:
  • On the Payment Methods (CA204000) form, EFT is selected in the Means of Payment box for the payment method.
  • The current processing center is specified and active for the payment method on the Processing Centers tab of the Payment Methods (CA204000) form.
If this column is filled in, EFT Cash Account must also be filled in.
EFT Cash Account The cash account (along with its description, which will be used along with the EFT payment method).
The lookup table in this box displays cash accounts that meet both of the following criteria:
  • The cash account is specified for the payment method on the Allowed Cash Accounts tab of the Payment Methods (CA204000) form.
  • The cash account is visible for the branch defined in the row—that is, this branch is selected for the cash account in the Branch column on the Allowed Cash Accounts tab.
If this column is filled in, EFT Payment Method must also be filled in.

Back to TopPOS Terminals Tab

On this tab, you can import the available POS terminals from the processing center and review their settings. The active POS terminals that are listed on this tab (that is, those for which the Active check box is selected) will be available for selection on the Payments and Applications (AR302000), Cash Sales (AR304000), Sales Orders (SO301000), and Invoices (SO303000) forms.

The tab appears on the form if the Accept Payments from POS Terminals check box is selected for the processing center on the Preferences tab.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Import Terminals Imports the settings of the available POS terminals into the system. The system makes an API call to the payment processor, fetches all the IDs (Terminal ID) and names (Terminal Name) of the terminals, and displays them in the table.

Table Columns

Column Description
Terminal ID Read-only. The ID of the terminal.
Terminal Name Read-only. The terminal name.
Display Name The terminal name to be displayed in the system, which must be unique. A system administrator can give the terminal a user-friendly name for easy identification of the terminal in use.
If the terminal settings are imported from the payment processor, the system inserts the terminal name in this column by default.
Active A check box that indicates (if selected) that the terminal is activated in Acumatica ERP. If the check box is cleared, the system considers the terminal to be deactivated, and it will not appear in the Terminal lookup box on data entry forms.
When you import terminals for the first time (that is, when you click the Import Terminals button on the table toolbar), this check box is selected by default for each imported terminal.