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With the Clearent Integration, you can process credit card payments from Order Entry, Accounts Receivable, and E-Commerce.

Roles enabled to modify settings: Admin, Setup.

Please take the following statements into account:

  • This Integration only works in the United States.

  • If you disable this Integration, you will need to contact Komet Sales to enable it again since the system will delete the configuration.

  • To disable the acceptance of credit card payments through physical terminals, we suggest deactivating the payment method from the Accounts Receivables settings.

Table of Contents

Enable the Clearent Integration

Enabling this Integration consists of two steps; below, you'll find instructions for the first one, and we'll take care of the second one.

  1. Go to Setup and select Settings.

  2. Click on Clearant Integration in the Integrations group.

  3. Check the box next to Enable Clearent Integration.

  4. Click on the link in the Terms and Conditions to request an account.

  5. Input your contact information on the form, and Clearant will contact you within 24 hours to negotiate your rates.

Once you create an account with Clearent, the Komet Sales team will contact Clearent to get your API Key and your HPP Public Key. After that, they will notify you via e-mail when you can finish setting up your account.

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Enable the Clearent Integration - Multi-Location Companies

  1. Go to Setup and select Settings.

  2. Click on the Locations tab.

  3. Select the Location.

  4. Click on Clearant Integration in the Integrations group.

  5. Check the box next to Enable Clearent Integration.

You can set up credit card payments individually for each Location and accept payments from the Sales and Accounting screens.

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Custom Settings

Once your account is ready, you can use additional settings to adapt Clearent to your sales process. Here is a description of each setting:

  • Enable Clearent in E-commerce. Accept credit card payments through your E-Commerce site.

  • Allow Salespeople to Manage Customer Credit Cards. If you want your Salespeople to add or remove credit cards. Regardless of this setting, the following roles are always enabled to manage credit cards: Administrators, Credit Managers, Sales Managers, Accounts Receivable, and Cashiers.

  • Allow Card Pre-Authorization. Apply pre-authorization charges to your Customer's cards when they checkout.

To enable additional settings, follow these instructions:

  1. Go to Setup and select Settings.

  2. Click on Clearant Integration in the Integrations group.

  3. Check the box next to the settings you want to enable.

  4. Click on Done to store the changes.

If you want to restrict or make mandatory credit card payments for some of your customers, read the Restrict Credit Card Payment and Require Credit Card Payment articles.

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Credit card fees

You can set your credit card fees and surcharges for credit card payments processed from the Order Entry, E-commerce, and Accounts Receivable screens.

There are two types of charges you can add:

  • Convenience fee. The convenience fee is in USD.

  • Surcharge. The surcharge is in percentage.

To set credit card fees, follow these instructions:

  1. Go to Setup and select Settings.

  2. Click on Credit Card Fee Setup in the Integrations group.

  3. Select the type of credit charge fee.

  4. Input the amount.

  5. Click on Save.

Be aware of federal and state laws and credit card issuer rules and requirements that limit these fees. Do not apply fees until you've been informed about any limits or conditions in your state.

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Restrict Credit Card Payments

You can disable credit card payments for a specific Customer on the Order Entry and E-Commerce screens. To do this, you must enable the Restrict Credit Card Payment setting. To do so, follow these instructions:

This restriction does not apply to the Receive Payments screen.

  1. Go to Setup and select Customers.

  2. Search the Customer you are modifying.

  3. Click on Edit from the Actions column.

  4. Select Advanced on the Show Fields field.

  5. Check the box next to Restrict Credit Card Payments.

  6. Click on Save.

Once you enable this setting for a particular Customer, the system will display a message informing the user that the Customer does not have credit card payments enabled if the credit card payment method is selected.

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Require Credit Card Payments

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Set up Credit Card Terminals

You can add, delete and edit physical credit card terminals for users to process payments directly from Accounts Receivable (A/R) and Order Entry. Follow these instructions to add, edit, or delete a credit card terminal:

Add a Credit Card Terminal

  1. Go to Setup and select Settings.

  2. Click on Credit Card Terminals in the Accounts Receivables group.

  3. Click on Add Credit Card Terminal.

  4. Enter the name and the description of the terminal.

  5. Input the API Key provided by Clearent.

  6. Click on Save.

Edit a Credit Card Terminal

  1. Go to Setup and select Settings.

  2. Click on Credit Card Terminals in the Integrations group.

  3. Click on Edit in the Actions column on the Terminal you want to modify.

  4. Edit the information.

  5. Click on Save.

Delete a Credit Card Terminal

  1. Go to Setup and select Settings.

  2. Click on Credit Card Terminals in the Integrations group.

  3. Click on Delete in the Actions column on the Terminal you want to modify.

  4. Click on Save.

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Location Restrictions

The Clearent Integration limits access to process and/or manage credit cards to locations (IP addresses) within the United States of America.

If your IP is not in an allowed country you will receive the following error messages:

Setup > Customers > Edit > Manage Credit Cards

Receive Payment Screens

Need to process payments outside of the US?

If you need to process credit card transactions from other countries, you may be able to use a remote-access VPN to access your Company's Intranet (must be located in the US). Please consult your IT services provider for further information on how to set up a VPN.

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Problems processing credit card payments?

If you are having problems processing payments, verify if the following conditions are met:

  • Your IP and your Customer's IP are in the United States. You can only process credit card payments through Clearent with IPs from the United States. IPs from other countries are restricted.

  • Your Company's currency and your Customer's currency are in USD. You can only process payments in US Dollars. To learn how to set the currency of your account, click here.

  • Your Location has this Integration enabled. If your Company is Multi-Location, make sure you have the Integration enabled for this Location. Click here to learn how to check and enable this Integration for your Location.

Here are the common problems that can affect the processing of payments through a terminal:

Message

Solution

Payment failed: There was an error connecting to the terminal.

Check your connection and try again.

Payment failed: Your payment session has timed out.

Try again and if the problem continues, contact Clearent's support team or the Komet Sales team.

Payment failed: The payment may have been canceled, or the terminal is in use.

Wait a few moments and try again.

Payment failed: Possible duplicate payment detected.

Verify that the payment was not processed before from the Payment History.

Payment failed: Not sufficient funds.

Contact your Customer to request a different form of payment.

Payment failed: Consult the card terminal or receipt for more details.

Try again and if the problem persists, contact the Clearent Team.

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