Set Up Credit Card Processing

Before you can process credit cards in Service Autopilot, you must sign up with one of the three merchant service companies with whom we integrate. Before you can take credit card payments, make sure that your account with your payment processor has test mode disabled. To add a credit card processor, use the following steps:

  1. Go to Settings > Integrations.
  2. Select a merchant service company under the Processor dropdown list. You have three options: BluePay, OpenEdge, and Authorize.net. mceclip0_-_2020-12-01T134633.272.png
  3. Enter the Account ID information.
  4. Scroll to the bottom of the page and click Save Changes.

 

Integrating with CardConnect

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After you select CardConnect as your processor, enter your CardConnect Account ID and Secret Key. We strongly recommend copying and pasting this information from your CardConnect account to avoid any typos. 

If you accept American Express, check the box to allow those card payments. You can also designate where payment receipt emails appear to come from.

 

Integrating with Authorize.Net (and Authorize.Net with CIM)

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After you select Authorize.Net as your processor, enter your Authorize.NET Login and Transaction ID. We recommend that you copy and paste these numbers from your Authorize.NET account into SA.

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