Search results by user ID 5545

Re: credit card numbers disappearing ...

wmousseau — Fri, 11 May 2012 21:39:54 GMT

Hi Chad,

I started playing with this and it is really acting strange ...

Went to a customer acct in QB that had credit card data.
Changed the last digit of credit card #. Hit Okay
Payment Application Popup "You have updated information for "Customer" Do you also wish to update this customer's credit card/ach # in the encrypted database ..." Hit Yes
Customer Update popup shows credit card info w/card # XXX out except last 4 digits. The last 4 digits match what I just did in QB. Hit Okay.
Go back into QB to check and the QB # has reverted back to the # prior to my change ??? I did it a bunch of times and it happened repeatedly ... though there were a few cases where the changes stuck?

I also selected "NO" at the "Payment Application Popup" and did not update the encrypted database ... when doing it this way my QB data reflected correctly.

So, I think something is going on with the Payment Application Popup ...

I'm still trying different scenarios to see if I can recreate the actual deletion of the credit card # ... at this point I haven't been able to but I suspect it has something to do with the "Payment Application Popup" process as well.

Please let me know if you have any thoughts/insight.

Thanks,

Wylie

Re: credit card numbers disappearing ...

wmousseau — Fri, 11 May 2012 18:39:35 GMT

Hi Chad,

I don't know that I really answered your question ... there is nothing in the credit card # field, it is blank. Everything else is still there, however ... name, expiration, billing & payment type.

Thanks,

wylie

Re: credit card numbers disappearing ...

wmousseau — Fri, 11 May 2012 18:25:21 GMT

Hi Chad,

I was not aware that Method did not store the info. and have seen the data passed back to method in the format above. That is not the issue in this situation, however, as the # was stored in QB. I did just recently update it in QB though and actually saved and went back into QB to make sure it updated before I threw the paper I wrote it down on away, so I know it was there.

Just so I understand the process ... we typically make our updates in QB ... that may change going forward but at this point we really haven't begun using Method for anything, just going through and feeling it out. I was primarily interested because I was looking for a "Customer Portal" that would integrate with QB and allow my customers to see their invoices and pay online. We have yet to roll the service out as I want to make sure everything is working properly before I do so.

So, back to the process. We make an update in QB related to the customers credit card info. We hit save and it is in QB. A box then pops up that asks if we want to synch with Method (language may be different but that is the jist of it) ... at that point the credit card info. is xxx out with just the last 4 showing ... typically I just hit okay and move forward. I just recently talked to my bookkeeper about it and she goes through the same process but copies the full credit # into the method synch popup (in place of the xxx out #) because she said she get and error if she does not ... I don't think I've received any errors but honestly don't do it that much so I'm not sure. Maybe the problem lies there? Other then that we really don't do anything with Method at this point.

Let me know your thoughts ...

Thanks,

Wylie

credit card numbers disappearing ...

wmousseau — Fri, 11 May 2012 00:04:11 GMT

Hi,

I'm not sure if this is my problem or not but have noticed recently that accounts that I've had for quite a while have lost their credit card numbers ... it is possibly a fluke and I've done very little investigation to see how widespread it is but thought I'd ask.

Is there a known issue with regards to credit card numbers stored in quick books being deleted when MethodCRM is introduced? I've seen a few posts about this issue but did not see any resolutions and/or answers.

If someone could please fill me in I'd appreciate it.

Thanks,

Wylie

Re: Receive Payments screen ??'s

wmousseau — Mon, 19 Mar 2012 15:42:22 GMT

Thanks Michael,

The gateway part I'm fine with as I will be setting up a gateway within Method.

As far as charging the credit cards ... are you saying I would need to type the credit card number in each time within Method even though it is in QB? That could be a little combersome. Is there anyway around this?

Thanks again,

Wylie

Receive Payments screen ??'s

wmousseau — Fri, 16 Mar 2012 19:59:03 GMT

Hi,

I currently have a program which integrates wtih Quickbooks and allows me to accept credit card payments within my QB interface ... it is pretty basic but it allows me to use the card info. on file, see the outstanding balance and charge the card and update the account without any additional data entry.

I am now thinking I don't need this program as it looks like I can achieve the same results through the Recieve Payments screen within Method ... is that how that screen is intended to be used? I am setting up a payment gateway for my customer portal, ect. so am thinking I can now cancel this other service and just send everything through the gateway. Will it automatically update QB with the payments, etc.?

Can someone just confirm that I'm headed in the right direction before I go and cancel the other service and remove the program.

Thanks,

Wylie

Re: Can I customize the Payments Gateway screen?

wmousseau — Fri, 16 Mar 2012 19:52:52 GMT

Hey Paul,

That's great news!!! I think that will be a very helpfull option for a number of current and new users. I have to say, you guys are much more receptive to suggestions/ideas then any other software company I've worked with ... cudo's to you and your team!

Re: Can I customize the Payments Gateway screen?

wmousseau — Thu, 15 Mar 2012 20:17:59 GMT

Hey Paul,

Sorry for the delay ... I'm still waiting for my Processor to get me the info. ... I can't go direct to the gateway. On a side not I'm now not sure if I will need it or not as they have changed pricing and Authorize.net is pretty comparable. Despite that I still think it is a worthwhile process for you as if it works out I really think it will help a number of users and provide a great deal of flexibility within your payment gateway options.

I haven't confirmed that the linked document is the Authorize.net emulation info. that I would need but it does go through the process for chargeanywhere Authorize.net Emulation program ... take a look I think it will provide some insight. As soon as I get word from my processor I'll update.

Thanks,

Wylie

http://developer.chargeanywhere.com/downloads/integration/Universal-Shopping-Cart-Guide.pdf

Re: Can I customize the Payments Gateway screen?

wmousseau — Tue, 13 Mar 2012 23:42:47 GMT

Hi Paul,

Thank you for the reply ... I wasn't able to get the info. together today as I was away from the office but will work on it tomorrow and get it to you. As far as I am aware and from researching other Gateway's that offer "Authorize.net Emulation" it is literally as simple as changing the "Post To:" url within the form from authorize.net to the new provider, which in my case will be chargeanywhere.com. I'll get more detail tomorrow but if it this the process do you think you'd be able to help me out? Realistically I need the functionality and will get setup with Authorize.net if I have to but this would be ideal and I think could open your product up to other Gateway's relatively easily as well - Authorize.net Emulation appears to be pretty common based on my searches within google.

Can I customize the Payments Gateway screen?

wmousseau — Mon, 12 Mar 2012 20:26:52 GMT

Hi,

I currently work with ChargeAnywhere for my "Payment Gateway" needs. I realize that you do not currently have them listed as an option and understand that you likely have many other issues that will take precedent ... what I would like to know, however, is can I modify the website that "Authorize.net" contacts within the Payment Gateway screen?

I ask because I'm being told by "ChargeAnywhere" that they have an API that allows them to Emulate Authorize.net as long as I can point to it. So, the technology is beyond me but I'm thinking if I can find the location where the dropdown is setup I could change where the Authorize.net selection would point ... anyway, if this is possible I would really like to stick with my current gateway as the pricing is much better and they are already integrated with my quickbooks.

Thanks,

Wylie