This guide will cover a general overview, as well as the setup of the Printers Plan CardConnect Integration.
The Printer’s Plan - CardConnect integration allows you to enter credit card payments directly into Printer’s Plan. Once submitted, these payments are then automatically processed by CardConnect. Additionally, an email message with a payment link can be generated from Printer’s Plan allowing the customer to pay for an invoice online.
To use this feature you will need a CardConnect merchant account. For information about obtaining this account, please visit the following link: https://cardconnect.com/signup/printreach or contact CardConnect at (877) 948-9733.
For in-person, card-present transactions we recommend the Bolt Desktop (Augusta reader): https://partner.cardconnect.com/bolt-desktop
The Printer’s Plan/CardConnect integration is available with Printer’s Plan versions 2020.5 and later.
Setup and Configuration
Configure the CardConnect Settings in Printer’s Plan
In Printer’s Plan go to the Settings tab, open the Third Party Integrations folder and select CardConnect.
In the CardConnect Settings window fill in the following fields:
Enable: Check this option to enable the CardConnect integration.
Test Mode: Uncheck this option when using the integration in a live environment.
API Username: Enter the API Username provided by CardConnect.
API Password: Enter the API Password provided by CardConnect.
Merchant ID: Enter the Merchant ID account number provided by CardConnect.
Payment Type: Select the default Printer’s Plan payment type that will be used for credit card transactions.
Send Receipts: When setting to Yes, Printer’s Plan will default to sending an email receipt on approved credit card transactions. This feature is designed to work with the Printer’s Plan SMTP client. The following guide outlines the configuration of the Printer’s Plan SMTP client: SMTP Email Client
Hosted Payment Page URL: Enter the Hosted Payment Page URL provided by CardConnect. This URL is used when sending online payment requests.
CardConnect Default Payment Type
We suggest creating a payment type specifically for the CardConnect integration. This payment type will assist with the reporting of CardConnect payments and has special functionality to ensure credit card transactions are properly processed.
To create a new payment type, go to the Settings section of Printer’s Plan, and open the Accounting folder. In this folder, select Payment Types, and the Payment Types table will appear. In this table add a new payment type and click OK:
After creating the new payment type, in the Settings section open the Third Party Integrations folder and select CardConnect. In the CardConnect Settings window, in the Payment Type field, select the payment type:
In a Printer’s Plan payment window, if this payment type is selected, Printer’s Plan will display an alert message if the payment transaction is not properly processed.
(Optional) - Creating a Tokenized Contact (Card on File)
Creating a Tokenized Printer’s Plan contact is a PCI accepted method to store cardholder data. By tokenizing cardholder information Printer’s Plan does not store credit card data on-site, instead, the program stores a token linked to the contact.
A tokenized contact can be used to process credit card transactions. For example, when a customer provides you with the credit card information to charge future invoices, this card data is entered with a contact to create a token. On future jobs for this account, the customer’s token (Card on File) can be used to pay an invoice.
To create a Tokenized Contact (Card on File) go to the Customers section of the program and find the customer account. Open the properties windows of the customer and click on the Buyer (or Payer) button, this will list the contacts associated with the account.
Highlight a contact and click the Edit button, this will open the properties window of a contact. In the properties window of the contact there is a new Credit Info section:
The Credit Info section stores the tokenized data for the contact and includes the following fields:
Card Holder: This field stores the name of the tokenized cardholder.
Card Number: This field stores information relating to the token and displays the last four digits of the tokenized credit card.
Expiration Date: This field stores the expiration date of the credit card.
Add/Update Card: Clicking on this button allows you to add/update credit card information to generate a token.
Remove Card: Clicking on this button will remove token data associated with the contact.
Creating a Token
To create a token for the contact click the Add/Update Card button. This will open up a CardConnect Details window. In this window enter the cardholder information and click Save:
This data will be captured by CardConnect and a token will be generated for the Printer’s Plan contact.
Tip: If a customer has a tokenized contact, and prefers that invoices are paid with a card on file, make the following adjustment to the customer account.
In the Customers section of the program find and open the properties window of the customer account. In the properties window, set the Paid By field to the CardConnect default payment type.
The selection in the Paid by field is used as the default payment type when entering a new payment for the customer account. The CardConnect default payment type has special functionally to help ensure an integrated credit card payment is properly processed.