There are two categories of credit card transactions in CoreBridge, Integrated and Non-Integrated. The properties of each category apply to both payments and refunds. Corebridge supports the processing of Credit Cards through multiple integrations such as Nexio, Fiserv, and Clover Connect.
Non-Integrated Credit Card Transactions
This option will not process a payment into your merchant account. This option is used to track and record credit card transactions that are processed outside of CoreBridge.
Integrated Credit Card Transaction
This option will process transactions through your integrated merchant services provider account. This option is only available after a merchant service provider integration has been activated in your system.
Note: CoreBridge is not able to process over-payments when using the Integrated credit card option. If you are receiving an overpayment from your customer and need to use the Integrated credit card option as a form of payment, you will need to apply the full amount to an invoice first. You can then process a refund to an in-store credit after the Integrated credit card payment has batched.
Note: For more information on how to process payments, please reference the following article: Entering a Payment.
Settings for Credit Card Transactions
To enable your system to be able to receive Integrated Payments navigate to Settings / Accounting / Payment Methods.
1. Chose whether you would like your Non-Integrated Payments to be on or off using the toggle button.
Note: If you choose to allow both Integrated and Non-Integrated transactions in your system, be sure to train all employees on the difference as they imply two entirely different behaviors.
2. Select whether your Integrated Payments will be Disabled or Enabled.
3. It you enable your Integrated Payments, next choose your desired Processor using the Dropdown Menu.
To enroll with one of CoreBridge's supported processors, please use the links below.
Note: If you mistakenly enter a payment as Non-Integrated instead of Integrated you can refund the original transaction to the Non-Integrated credit card and re-enter the payment using the Integrated credit card option. This also applies in reverse if you run a payment as an Integrated card instead of using the Non-Integrated payment method.