Impress is configured to integrate with some Merchant Service Gateways and are available today at no extra charge. There are other available Merchant Service Gateways available, but they require additional work to implement with a one-time charge to set up the gateway. To see which Merchant Service Gateways can be integrated with Impress, go to http://www.precisesoftware.net/gateways.htm.

After your Merchant Service is set up, you can configure Impress to automatically log in to the gateway and get instant credit card approvals or denials.

Configuring Impress

1. Go to AR > Setup
2. Click on the Credit Cards tab



3. Populate the required fields for your Merchant Service Provider. Only the fields that are required by the Merchant Service Provider will be displayed in the tab.
4. Select whether users should be able to authorize or reverse the credit card prepayments in Sales Order Entry and Invoice Entry, check the Process Credit Card Authorization In Order/Invoice Entry box. Checking this option will allow the Authorize... and Reverse... buttons to appear in Sales Order Entry/Invoice Entry Order Lines tab.



5. Configure the Maximum Days to Keep Credit Card On File with a reasonable amount of days. In order to be PCI complaint, credit cards should be kept on file for a "reasonable" amount of time. Impress meets PCI compliance utilizing encryption and masking information where appropriate. Users can adjust the number of days that they would like to retain historical information to be what you deem as "reasonable". PCI compliance regulations does not give a set amount of days.
6. Click on F10 - Save

Entering Prepayments in Sale Order/Invoice Entry

1. In Sales Order Entry, click on the Order Lines tab; in Invoice Entry, click on the Invoice Lines tab
2. In the Sub-Total section, select the credit card Payment Type from the drop-down
3. Enter in the: Amount, Credit Card# with CID (if required), Expiration Date, Card Holder Name and Address
4. If you want to save the prepayment, but not authorize the credit card, do not click on the Authorize... button; if you want to authorize the prepayment, click on the Authorize... button

Reversing an Authorization

1. In Sales Order Entry, click on the Order Lines tab; in Invoice Entry, click on the Invoice Lines tab
2. In the Sub-Total section, click on the Reverse button
3. This will remove the authorization from the credit card and allow you to either make changes to the prepayment or delete the prepayment

Impress Tip: Not all Merchant Service Providers will allow you to reverse the credit card via the Impress integration.

Deleting a Prepayment

1. In Deposit Entry, right click on the prepayment you want to delete
2. Click on the Delete Prepayment option
3. Confirm the removal of the prepayment, click Yes to delete the prepayment, click No to keep the prepayment

Manually Authorizing Credit Cards

1. On the Order Lines/Invoice Lines tab, right-click in the Approval Code field and choose Enter Approval Code...
2. In the Enter the approval code: field, enter the authorization approval code
3. Click on OK

If you enter a credit card prepayment on the Sales Order or Invoice, but do not authorize it in those windows, you can authorize the payment in Deposit Entry. In Deposit Entry, double-click the Prepayment to open the Pre-Payment Edit window. There you will find an Authorize button. You can also right-click in the Approval Code field to manually enter an Approval Code.

Credit Cards in Deposit Entry
Authorized Credit Cards
Double click on the prepayment to add the prepayment to the deposit.

Unauthorized Credit Cards
Double click on the prepayment to authorize the charge and add it to a deposit.

Giving Authorization Access to Impress Users

1. Go to Utilities > Users.
2. For each of the users who will process credit card payments, check the Process Credit Card Authorizations box. Only the users that have this option selected will have an active Authorize button in Sales Order Entry, Invoice Entry, and Deposit Entry.

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• Impress Versions 2007, 5.0, 5.1, and 5.2