PayCartify: Customization

PayCartify

You will need to have the Administrative Options permission set in order to access PayCartify settings. These can be found by clicking on the PayCartify link under Settings (the link, not in Integration).

Look and Feel

Choose a Profile

In order to choose a pre-existing profile, select ‘Make Default’ to the right of the profile name. If there is no ‘Make Default’ link, the profile is already set.

Add New Profile

1. 1. Name the profile (no spaces).
   2. Choose the colors of the Text, Form fields, Form Headers, Required Fields/Errors, and Background. If you do not see the HEX value desired, you can input any web friendly HEX value into the fields provided.
   3. Enter in one of the following: a Direct Link to an image file (ex: http://www.mywebsite.com/images/logo.png) or a direct link to an HTML/PHP file that contains a header with the same look of the Merchant Website. (ex: http://www.mywebsite.com/header.html)
   4. Within Header Text, you can paste a style sheet HTML string like so: and PayCartify will use that style sheet to make the form look like forms on the Merchant website.
   5. You may use a Footer file as well to round out the page, but do NOT enter the same style sheet link into the footer text field.
   6. Click Save. This will bring you back to the Look and Feel page, and you will see your new profile in the list. To make it active, click ‘Make Default’.

Customer Information

• • While field names can not be altered, fields that are not required can be hidden if not needed. Here, you will see a list of all available PayCartify fields.
  • It is recommended to choose ‘Required’ for the Card Security Code.- You may choose Hidden’ for any other fields not wanted/needed.
  • If you have created any Merchant Defined Fields and want them visible on the Form, please make them ‘Optional’ or ‘Required’ at the bottom of the list as they are Hidden by default.
  • Click ‘Save’ at the bottom of the page when you are done.

Payment Methods

This is where you can decide which payment methods (Credit Card, Electronic Check) will be accepted by PayCartify.

Security

PayCartify ‘Verification’ involves a hashing so that malicious users are unable to alter the button HTML. This can be turned on and off using this interface. If you do not wish to use Verification you must uncheck ‘Require that all values be verified using a security key’. This will associate your Buttons with your GATEWAY USERNAME.

Please advise that buttons can become void if a username is ever deleted from the Gateway. Using Verification eliminates this possibility.

PayCartify also has the option of requiring your customers to enter a CAPTCHA entry in order to process. This makes it more difficult for fraudsters to use your button for fraud using a bot or brute force tool. This can be disabled and enabled using this interface.

Tax

In order to set tax, choose the State from the drop-down, and enter the percentage Tax Rate in the field to the right. When you click ‘Save’, PayCartify will automatically calculate Tax based on the State entered into the Billing Address form when checking out. Tax will NOT appear until this occurs. This setting is specific to the Shopping Cart Button and does not apply to Fixed Price or Donation Buttons.

Shipping

Rather than charging shipping on a ‘per item basis’ most merchants prefer to use the Shipping threshold module. The threshold is based off of dollar amount. For example, the very first threshold should be below the lowest priced item — it’s suggested to use .01 as the first threshold, and then set both the domestic and international rate. It is not possible to exclude the International field from this threshold.

For example: if you want to offer free shipping on purchases over $100.00, enter shipping threshold as such:

You can also choose specific shipping types and mark them up by percentages (including 0% if necessary). For example, if ‘Ground’ is checked, and a 15% markup entered, PayCartify will use the Threshold table and add 15% to the total Shipping dependent on the total amount in the cart. As an example:

Shipping Threshold is 50.00 @ 15.00 Domestic. If I, as the customer, buy 53.00 of product and choose Ground Shipping, my total shipping cost will now be $17.25.

Convenience Fee/Surcharging Configuration

The Gateway supports a Convenience Fee/Surcharge feature which can be used with PayCartify. To change these settings, please navigate to ‘Settings’->’Convenience Fee/Surcharging Configuration’ and activate the option, set the fixed and percentages and the Default Type and click ‘Save’.

Once those are saved, the Default Surcharge Type for PayCartify can be set.