12. Credit Card Processing – FM Credit Card [6:01]

Description: This video provides an overview of how to electronically or manually process credit cards in the Core4 CRM using the FM Credit Card plug-in.
*As of Version 3.0.0.3 this plug-in is no longer integrated with Core4*

Transcript:
Let’s explore how to process credit cards in the Core4. The Core4 allows you to manually or electronically process credit cards.

0:18 If you choose to electronically process credit cards, you will first need to purchase and install the FM Credit Card plug-in. This plug-in can be used on a Windows or a Mac machine. Let’s begin by installing the plug-in. Navigate to the plug-in bundle downloaded from our website. Locate the actual plug-in and copy. You want to navigate to the FileMaker Extensions folder to install it. On a Mac, the folder is located in Library > Application Support > FileMaker > Extensions. Paste the plug-in right into this folder. Now we have installed the plug-in. Next let’s open the Core4.

1:20 Now that we’ve downloaded and installed the plug-in, the next step is to register it. Navigate to Core > Preferences > Global Settings > and the Plug-ins tab. Here on the Register Plug-ins tab I can see that the FM Credit Card plug-in is installed. After you purchase the plug-in, you’ll receive a License ID from Productive Computing. Enter your License ID here. Then select the “Register” button. You only need to register once per user per machine. Now the plug-in is running in LIVE mode indicated here.

2:03 Since our plug-in is now installed and registered, let’s navigate to the FM Credit Card tab. Here we will choose the Default Gateway. Currently the plug-in will work with Authorize.net or PayPal. I’m going to select PayPal as the gateway. Here you may put the plug-in in Test or Live mode. I’ll put it in Test mode for now. When you’re ready to go live and process live credit cards, you would then change this to Live mode. And here we have our Gateway Information. If we were using Authorize.net, we would enter the API Login ID and Transaction Key here. Since we’re using PayPal, navigate to the PayPal tab and fill in the User and Password information that’s provided to you by PayPal. Then select Done.

3:01 Here on the Invoices tab let’s enter a Payment to process by credit card. Let’s enter an amount for $1,000. I’ll select the payment method as VISA, and enter a test credit card number here. Next let’s enter a Memo. Notice that the Payment Status is still Pending, indicating that the credit card payment has not yet been processed. Then select the “Process Credit Card” button. We’ll have 2 options. We could Manually mark the credit card as processed, or Process the credit card through a gateway. First let’s Process the credit card through the PayPal gateway account. When the credit card charge is successful, you’ll receive the “Credit Card Charged” confirmation showing you the Transaction ID, and the Amount charged.

4:16 Next let’s see what happens when we Manually mark a credit card as processed. Select Process Credit Card, and Manually mark credit card as processed. All that simply happens is the Payment Status is updated to Processed with a date/time stamp. This can be a good indicator for your records of payment processing. I’ll select Save & Close.

4:58 Processing credit cards in the Core4 really is that simple! If we navigate to the Payments tab, here we can see the history of all of our payments. Processing credit cards in the Core4 will save you valuable time, and eliminate the need to log into another account to process cards.

5:20 This is just a brief overview of the many features and opportunities of the Core4. For additional resources I encourage you to visit http://www.Core4CRM.com, review the videos and documentation, and try a demo.

5:39 Please contact us via email, phone, or browse our forum if you have any questions. We look forward to hearing from you and automating your business to operate more efficiently.

Contact Us:
Email: support@productivecomputing.com
Phone: (760) 510-1200
Forum: http://www.productivecomputing.com/forum