ProcessOne Inc Setup

This guide will explain how to setup and configure ProcessOne Inc.

Accessing the Payment Processor Configurations

• Select Setup/Payment Processor Configurations.

• You must have the following information:

  • ProcessOne Test Environment

  • Username

  • Password

  • Authkey

  • URL for Provider

Adding a New Configuration

• Select ProcessOne and click Add new configuration.

• Select Edit on the ProcessOne Payment Processor

• Enter description, Authentication Key (provided by ProcessOne), and URL for provider
  (provided by ProcessOne).

• Select the Refunds Allowed if desired.

  • ProcessOne does not currently support Partial refunds.

• Select Charge Credit Card without ProcessOne fee if desired.

Set Payment Processor Assignments

• Payment Processors can be set to be for all credit card transactions or for specific carriers
  or branches.

• Select Setup/Payment Processor Assignments.

• Default Payment Processor will always be set (click Edit to change the default).

• Select Create at the bottom of the screen to add a new assignment.

• Select the Configuration, and the carrier or branch desired for this configuration.

• Select Submit.

Enter ProcessOne Test Environment

• Use Test Environment URL (provided by ProcessOne).

• Use Username and Password set up with ProcessOne.

• Go to Reports tab on left navigation bar.

• Select Merchant Production Report to see transactions being received.