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.

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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.

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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:

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.

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Require Credit Card Payments

You can require specific customers to pay with a credit card for all their orders.

To do this, do the following instructions:

1. Go to Setup and select Customers.

2. Search the Customer you are modifying.

3. Click on Edit from the Actions column.

4. Select Credit Card (In-App) from the Payment Methods field in the Setup tab.

5. Click on Save.

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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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