1. Mailware supports the following credit card software. If you use one of these now, or if your provider accepts charges from one, Mailware will automatically dial up and charge the credit card during order entry or batch order processing. It will enter the approval number for you into the order and mark it paid. The supported software packages are: 

• PC Charge (http://www.pccharge.com/)
• IC Verify (http://www.icverify.com/)
• PC Authorize (on a single PC only)
• Authorize Net (http://www.authorizenet.com)
• XCharge (http://www.xcharge.com)

  For Authorize Net you will need the xAuthorize CC Lite component. It is offered by a separate company (xAuthorize), and is approximately $130. You can download and test it for free for charges under $5. Download the Demo at: http://www.xauthorize.com/software/xauthorize/

2. First, install and test your credit card software. It must be working before you attempt to process a charge through Mailware.
    

3. Next, click Tools on the text menu and select Preferences. Or, click here to change Preferences.

4. In the dialog that opens click the Credit Card tab.

5. Interface Software - Select your credit card software from the pulldown. The Credit Card Preferences screen displays the fields needed for your particular software. Once these preferences are set an Authorize button will appear on the Payment tab on the Order Entry screen.
    
   Go to set up instructions for:
    

   • PC Charge

   • IC Verify / XCharge

   • PC Authorize

   • Authorize Net
      

PC Charge Setup
PC Charge is supported for single stations, and multiple stations on a network. A modem is required on only one PC in network installations.

6. Install and test your credit card software, then open Preferences, click the Credit Card tab and select your Interface Software as described above. Or, click here to change Preferences.
    

7. When you select PC Charge the following fields appear.

8. Enter your data as follows:

• Merchant Number - Enter your merchant number exactly as it is entered in PC Charge. You can find it in PCCharge under Setup>Credit Card Company. Note: This may not be the same number you received from your bank or merchant services provider.
   

• Use Table - Check this box if you have multiple Merchant Numbers. See the Set Up Multiple Merchant Accounts topic for help setting up your multiple ID's.
   

• Processor - Select the appropriate processor from the pulldown. This information can also be found in PCCharge under Setup>Credit Card Company
   

• Time Out - The value you enter will determine how long your credit card software will wait before returning a "cannot connect" message. In most cases enter 45 seconds unless a different time out is recommended by your merchant services provider.
   

• Last Valid Year - For 2 digit credit card expiration dates enter the last year to be interpreted as belonging to the 21st century (20XX). For example, if you enter a Last Valid Year of 30, an expiration of 01/30 will be interpreted as 2030, and an expiration of 01/31 will be interpreted as 1931. This field allows for year 2000 compliance with 2 digit years.
  

• User Name - Enter a Unique Name for this PC. For example, enter User 1 on the first PC, User 2 on the second etc.
   

• Path - Enter the path where credit card information will be stored, and retrieved during authorization. This should be the same directory for all workstations. You can also use the browse button to locate the path on your PC or network. 
  
  Note: The bottom section contains information specific to each workstation on your network (or a single PC). The User Name must be unique and must be entered on each workstation.

9. Click the button to save your changes. An button will be available on the Payment tab of the Order screen and the Process Payments tab of the Process Orders action.
   
   

ICVerify and XCharge
ICVerify and XCharge are supported for single stations, and multiple stations on a network. A modem is required on only one PC in network installations unless you are using an Internet version of XCharge, in which case you will need a shared Internet connection.

10. Install and test your credit card software, then open Preferences, click the Credit Card tab and select your Interface Software as described above. Or, click here to change Preferences.
     

11. When you select ICVerify the following fields appear.

12. Enter your data as follows:

• Merchant ID - Enter your Merchant ID as supplied to you by your credit card provider.
   

• Use Table - Check this box if you have multiple Merchant Numbers. See the Set Up Multiple Merchant Accounts topic for help setting up your multiple ID's.
   

• AVS Mode - Select which AVS mode your provider requires (the default of 1 does not perform AVS checking).
   

• License Time Out - Enter the time in milliseconds Mailware should wait for a response from ICVerify before giving a non-connected message. Default is 10000 (10 seconds).
   

• Base Users - For the Max and Base users: Enter 1 in each if you are using a single license version of ICVerify. For multiple stations enter 1 in Base Users on the first PC, 2 on the second etc.
   

• Max Users - In Max Users enter the total number of stations you purchased.
   

• Request Directory - The Request Directory is usually C:\ICVERIFY\REQ_DIR however you should browse to it with the button (the folder button next to the field) to ensure you point to the correct folder.

13. Click the button to save your changes. An button will be available on the Payment tab of the Order screen and the Process Payments tab of the Process Orders action.
    
     

PC Authorize 
PC Authorize is currently supported at one station only.

14. Install and test your credit card software, then open Preferences, click the Credit Card tab and select your Interface Software as described above. Or, click here to change Preferences.
     

15. When you select PC Authorize the following fields appear.

16. Enter your data as follows:

• Service Application - Enter the path to your installation of PC Authorize. You can also browse to the PC Authorize directory with the button and select the program by double clicking it.
   

• Cashier ID - (Optional) Enter a name or other ID to associate with authorizations made from this PC.
   

• Department - (Optional) Enter a Department to associate with authorizations made from this PC.
  
  Note: When using PC Authorize you should avoid opening a batch in PC Authorize and processing approvals from Mailware at the same time. Mailware will use the batch created by the PC Authorize session which may be confusing.

17. Click the button to save your changes. An button will be available on the Payment tab of the Order screen and the Process Payments tab of the Process Orders action.

Authorize Net
Authorize Net is a web based gateway. You will need a utility available from xAuthorize that allows Mailware to communicate with Authorize Net (see the Supported Software section above for details).

18. Install and test your credit card software, then open Preferences, click the Credit Card tab and select your Interface Software as described above. Or, click here to change Preferences.
     

19. When you select Authorize Net the following fields appear.

20. Enter your data as follows:

• Gateway - Choose Authorize.Net.
   

• Login - Enter the login supplied by Authorize Net
   

• Password - Enter the password supplied by Authorize Net
   

• E-mail Merchant on Success - Check this if you would
  like to receive a confirmation email on each charge.
   

• E-mail Merchant on Error - Check this if you would
  like to receive a confirmation email on each error.
   

• E-mail Server - Enter your SMTP email server (you can
  locate this in your email software)
   

• Merchant Email - Enter your email address.

21. Click the button to save your changes. An button will be available on the Payment tab of the Order screen and the Process Payments tab of the Process Orders action.

Test a Charge in Mailware
After you have completed the setup of your software you can enter a test order in Mailware and test your connection.
 
If you experience any problems during the test see the Troubleshooting section below.

22. Once your credit card software is set up you can approve credit cards immediately. Enter an order (see the Take an Order help topic for details on entering orders). Then click the Payment tab at the bottom of the Order screen. Enter the credit card information then click the button.
     
    Note: Your credit card software must be running, however, you do not need to create a batch. One will be created automatically when you process your first charge each day.
     

23. The following dialog will open.

24. Edit the cardholder name and address if necessary, then click the button. A Results section will appear at the bottom of the dialog, and a Stop button will be available if you need to cancel the transaction.

25. Your software will contact  your provider and retrieve the approval information. Within a few seconds an approval code should appear in the Results section. Click the button. The approval code and amount paid will be automatically entered on the Mailware Order screen. 
     

26. At the end of the day you can use your credit card software to settle the batch that was created by your Mailware orders.
    
     
    

Troubleshooting
If you experience problems processing a charge after completing the above the tips below may help.

27. For PC Charge and IC Verify you must have the same Merchant ID in Mailware as in your credit card software. Some banks provide your ID in a letter with additional digits. Be sure to check the setup in your software.
     

28. If you are receiving a "Class not registered" error when attempting to run ICVerify, PC Charge or PC Authorize credit card software you can install credit card support files from the Mailware web site at http://www.mailware.com/ccsupport.htm.
     

29. In PC Charge, if you receive a result message of " Not Captured" followed by an Authorization Code you may need to close PC Charge, then browse to the PCCW folder and delete the CVVS.PCC and Address.PCC files. Be sure to backup your PC Charge settings first, just in case. You may also need to delete Credit.pcc and Config.pcc.
     
    If you are using PC Charge Payment Server you will need to use the command line switch /UI to start Payment Server up the first time.
     

30. Make sure both Mailware and your credit card software programs are running. For networks you may need to run both a server and a client version of your credit card software.
     

31. For IC Verify, some providers return a different character in the first position of the approval string (not the approval code you see in the results). If this occurs the charge will appear as approved but will be marked in Mailware as DECLINED. Please contact us for a patch to correct this (we have to modify it for your code). In the meantime, you can manually enter the approval code.
     

32. You do not need to create a batch in your credit card software, but you do need to settle the batch created by Mailware. Otherwise, charges will be entered but will not transfer funds into your account.
    
    
    
    

See Also:
Set Up Multiple Merchant Accounts