Adding a Gateway
CC Gateway List.mp4
This article will provide instructions on how to set up your gateways and gateway categories.
Add a Gateway Category
You will want to categorize your gateways by the corp they were acquired by. This is necessary to prevent cross-corping.
Select Gateways → Gateway List then click the green + Category button.
A pop up box will appear. Put the new category name in the field and click on the green Create Category button.
Once you create the categories, you can use the Category dropdown at the top of the gateway list to filter for a specific category.
Create a New Gateway
Select Gateways → Gateway List then click the smaller green + button.
Enter the gateway information into the General Details section.
Title - A name or identifier for the gateway.
Category - The category that this gateway corresponds to.
Gateway - The gateway.
Gateways will also have additional inputs. These inputs will be different depending on the gateway, but at least one will relate to required credentials as provided by the merchant provider. For more information on your specific gateway, please locate it in CheckoutChamp Gateways.
(Optional) Enter the contact information related to the Gateway in the Customer Service section.
Used in autoresponders
Phone # - The customer service phone number that customers should call related to the gateway.
Chargeback # - The customer service phone number for chargebacks on the gateway.
Email - The customer service email that customers should use related to the gateway.
URL - A support web page related to the gateway.
(Recommended) Enter the gateway information into the Limits section.
Used for various calculations related to gateway costs
Monthly Cap - This is the total volume per month that is allowed to process on the gateway. The CRM can calculate your cap usage two different ways:
The first calculation includes only gross billings against the gateway and ignores refunds (this is default).
The second calculation shows net billings and includes refunds to give the net billings for the month. You can enable the second option by checking Include Refunds.
Discount Rate - The discount rate associated with the processor. This a percentage of volume taken by the bank on every sale.
Reserve Rate - This is a percentage on billings that the bank keeps in a rolling reserve.
Transaction Fee - This is a flat rate that is charged by the gateway for each transaction.
Chargeback Fee - This is a flat rate that is charged by the gateway for each chargeback.
RDR Free - This is a flat rate that is charged by the gateway for each RDR refund. See RDR for more information.
Select the desired Additional Options.
Please review all information for accuracy before creating a new gateway.
When you are finished entering your gateway information, click the green Create Gateway button.