Payment Gateway

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Icon.Payment Gateway.png The Payment Gateway module, located in the Integrations group, allows Fishbowl to process credit cards in the Small.Sales Order.png Sales Order module, or in Small.Checkout.png Checkout using Authorize.Net, PayPal, CardConnect, Square, and many Authorize.Net emulators such as WorldPay. Some gateways support the use of wallets which allow a credit card to be reused without entering the credit card number every time.

Setup

To connect to a payment gateway, open the Small.Payment Gateway.png Payment Gateway module, located in the Integrations group, and click one of the large payment gateway configuration buttons.

Payment Gateways.png

Wallets

The following gateways allow a credit card to be reused without entering the credit card number every time.

Authorize.Net

Follow the steps below to connect Fishbowl to Authorize.Net.

  1. Open the Small.Payment Gateway.png Payment Gateway module, located in the Integrations group and click the large button below Authorize.Net.
  2. Enter the required information which can be obtained by clicking the Get Connection Ticket link or by contacting Authorize.Net.
    Authorize MS.png
  3. Click OK to complete the integration. Credit card payments in Fishbowl will now be processed using the Authorize.Net gateway.
  4. If payments are missing the Authorization Code, further action may be needed on the Authorize.Net account. For example, if the Authorize.Net security settings are set to a high level, you may receive emails asking you to approve the transaction from inside Authorize.Net.
    Missing Authorization Code.png

Authorize.Net wallets

  • To use wallet storage, log into Authorize.net and enable the Customer Information Manager under the Tools menu.
    CIM.jpg
  • To allow a credit card to be reused without entering the credit card number every time, click the Tools menu, select Module Options, and then enable wallets.
    Use Wallets.png
  • If wallets are enabled, the customer's previously used credit cards will be listed as a payment method.
    Wallet.png
  • Authorize.net also allows E-checks to be used for payment and stored in the wallet.
    E-check.png
  • The payment methods stored in a customer's wallet can be viewed on the Wallet tab of the Small.Customer.png Customer module.
    Customer wallet.png
    • To view the Wallet tab, a user must have the Customer-Wallet access right.

Authorize.Net Emulator

An Authorize.Net emulator uses the Authorize.Net protocol to process credit cards through a payment gateway. There are several providers that support Authorize.Net emulation, such as WorldPay. For a list of providers frequently used by Fishbowl customers, see Merchant Services.

Follow the steps below to connect Fishbowl to an Authorize.Net emulator.

  1. Open the Small.Payment Gateway.png Payment Gateway module, located in the Integrations group and click the large button below Authorize.Net Emulator.
  2. Enter the required information that can be obtained from the provider.
    Authorize.Net emulator.png
  3. Click OK to complete the integration. Credit card payments in Fishbowl will now be processed using the selected provider.

CardConnect

Follow the steps below to connect Fishbowl to CardConnect.

  1. Open the Small.Payment Gateway.png Payment Gateway module, located in the Integrations group and click the large CardConnect button.
  2. Enter the Merchant ID provided by CardConnect.
    CardConnect.png
  3. Select any applicable hardware options.
  4. Click OK.
  5. Repeat these steps on each computer that will be running credit cards.

Credit card payments in Fishbowl will now be processed using CardConnect.

CardConnect wallets

  • To allow a credit card to be reused without entering the credit card number every time, click the Tools menu, select Module Options, and then enable wallets.
    Use Wallets.png
  • If wallets are enabled, the customer's previously used credit cards will be listed as a payment method.
    Wallet.png
  • The payment methods stored in a customer's wallet can be viewed on the Wallet tab of the Small.Customer.png Customer module.
    Customer wallet.png
    • To view the Wallet tab, a user must have the Customer-Wallet access right.

PayPal

Follow the steps below to connect Fishbowl to PayPal.

  1. Open the Small.Payment Gateway.png Payment Gateway module, located in the Integrations group and click the large button PayPal button.
  2. Follow the instructions for connecting to PayPal.
    PayPal.png
  3. Click OK. Credit card payments in Fishbowl will now be processed using PayPal.

Square

Follow the steps below to connect Fishbowl to Square.

  1. Open the Small.Payment Gateway.png Payment Gateway module, located in the Integrations group and click the large Square button.
  2. Follow the instructions for connecting to Square.
    Square.png
  3. Click OK. Credit card payments in Fishbowl will now be processed using Square.