Before accepting payments in Salido, at least one Payment Method must be configured in the Bridge. Electronic Payment Exchange (EPX) is native to the Salido platform and must also be set up in the Bridge before processing credit and debit payments with the Point of Sale.
To Set Up the EPX Payment Method:
Before adding a new EPX payment method, your organization must be set up with EPX. If you are not yet processing with EPX, please contact your Account Manager to get set up. For current EPX users, you'll need your Customer Number, Merchant Number, DBA Number, Terminal Number, Merchant Authorization Code, and EPI Key to set up payment processing.
1. Navigate to the Settings > Payments section in the Bridge and select Payment Methods
2. Click the + Add button for Credit Card Processing
3. Enter the name for the new EPX payment method, e.g., "EPX 1"
4. To enable the payment method, tick the Is Enabled box
5. To make the payment method tippable, tick the Tippable box
6. Configure your new EPX payment method by entering the credentials given to you by your Account Manager. As stated above, you will need the Customer Number, Merchant Number, DBA Number, Terminal Number, Merchant Authorization Code, and EPI Key
7. Set permissions for the new payment method by ticking the appropriate boxes:
By ticking the Allow card reader transactions box, the new payment can be connected to an external card reader for payment.
By ticking the Allow manual entry with card present box, the new payment method can be used to process cards without an external card reading device.
By ticking the "
Store and Forward Configuration:
Store and Forward (SAF) is a feature in Salido that, during backend-EPX server communication issues, accepts processing requests in good faith and retries transactions until a final BRIC (BuyerWall Recognized Identification Code) from EPX is obtained. BRIC is a unique identifier that enhances transaction security while maintaining customer experience control.
There are three configuration options for SAF:
Max Increment: This sets a cap on SAF transaction increases. For example, if an initial $5.00 PreAuth is approved but later a $500 increase is attempted, the large gap might lead to a declined transaction. Setting Max Increment to zero allows unlimited increments.
Max Transactions: This limits the number of transactions allowed in SAF state concurrently to control risk. Zero denotes no limit.
Max Amount Outstanding: This limits the total authorized amount in SAF state at any time for risk control. Zero signifies no limit.
8. Set these configuration options in accordance with your organization's policy, and toggle on the Enabled switch
9. Click Save & Next to save your changes and configure Location settings
Location Override Settings
10. Click the Location Overrides tab to choose the Locations and Revenue Centers at which this payment will be enabled
11. Click Save to save your new EPX Payment Method
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