Make paying for orders easy with direct credit card payments in CampaignDrive
Please contact your Pica9 Customer Success Manager to initiate conversations about configuring your platform to accept credit card payments.
Initial Steps/Requirements to Add Credit Card Processing to Your CampaignDrive platform.
To enable credit card processing, the print/merchandise/promo item vendor that will accept credit card payments must have an account with a credit card payment processor. Pica9 is currently partnered with Authorize.Net and USAePay as payment processors.
If your vendor also uses Authorize.Net or USAePay, then the implementation of credit card ordering is pretty simple. You will need the following details about the vendor's payment processor account to configure the Manage Payment Credentials area of the vendor's profile (discussed below).
- Endpoint
- User Key/Pin Number
- API Key/Source Key
If your vendor uses a different payment processor and is not interested in switching payment processors, please contact Pica9 and we can discuss adding an additional payment processor for selection. Note that there may be an additional fee to add the additional payment processor.
Configuring Credit Card Credentials
The vendor payment processor information discussed above will ultimately be stored in the Manage Payment Credentials area of the vendor profile.
- If you're implementing credit card processing for an existing vendor in your CampaignDrive platform, then the vendor will have the Manage Payment Credentials button in their vendor profile.
- If you're adding a new vendor and also implementing credit card processing, you will add the vendor, save their profile, and then the Manage Payment Credentials button will appear.
New payment credentials can be added to the platform by clicking the Add Credentials button.
Validating Credit Card Processing Set Up
Once credit card credentials are configured, test orders should be placed to validate the connection between CampaignDrive and the credit card processor. Please let Pica9 and the respective vendor know when you're ready to do a test order to ensure any charges applied during the test orders can be removed.
Collection of Funds
While the CampaignDrive software enables payment to your Authorize.net or USAePay Merchant account, Pica9 does not hold or collect any of these funds.
Alternatively, Customers or Vendors can opt to have Pica9 receive and hold funds from Credit Card orders placed on CampaignDrive. Pica9 and the Customer or Vendor would establish a workflow, in which the funds and order details are transferred from Pica9 to the Customer or Vendor on a monthly basis.
Refund Requests
When an End User requests a cancellation or refund for an order that has already been placed using credit card payment in CampaignDrive, the request must be submitted to support@pica9.com. The Pica9 Billing team will initiate the refund via our master account with Authorize.net or USAePay.