Fiserv AUS is a merchant services provider that CoreBridge partners with allowing you to process credit card transactions directly through the CoreBridge interface for all Australian centers. Integration with Fiserv AUS will also allow your customers to pay directly through their customer portal.
Table of Contents
- Benefits of Integrating with Fiserv AUS
- How to Integrate with Fiserv AUS
- Enabling Payment Integration
- Payments
- Refunds
Benefits of Integrating with Fiserv AUS
- By integrating with Fiserv AUS you will avoid duplicate data entry between your credit card machine and CoreBridge, speeding up workflow.
- Because CoreBridge is cloud-based, you can accept credit card payments anywhere that you have access to the internet.
- You can securely store customer credit card information in the system while maintaining PCI-DSS compliance. For more details, please contact Fiserv AUS.
- Your customers can make payments directly through their CoreBridge Customer Portal.
How to Integrate with Fiserv AUS
To integrate Fiserv AUS with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
Installing Fiserv AUS
1. Once you have navigated to the Integration Marketplace, select the Payment folder.
Note: Fiserv AUS can also be found within the All folder, or by using the search filter.
2. Select Learn More or Fiserv AUS.
3. Click Install.
4. Once installed, select View/Edit Settings to connect your Fiserv AUS account to your CoreBridge system.
5. Enter the Merchant ID.
Note: This will automatically populate, but can be edited.
6. Click Connect.
Note: You may only have one Payment Integration active at a time. If you currently have another in use, you will see a warning message alerting you to set the other to inactive in order to use Fiserv AUS.
Once you have successfully connected with Fiserv AUS you will be directed to this screen.
a. You may edit your credentials here at any time.
Note: Clicking this button will set the integration back to In Configuration status.
b. The Test Account button is available to ensure your integration is communicating properly with the merchant.
c. The Display Name will show when you choose your payment method.
d. Use the dropdown to select the Deposit Account.
e. Use the checkboxes to select your preferences.
Note: You can access this screen at any time by navigating to Settings / Integrations / Installed Integrations and selecting Fiserv AUS.
Enabling Payment Integration
Begin by navigating to Settings / Accounting / Payment Methods.
1. Toggle Credit Card (Fiserv AUS) on.
There are two options in the More Actions menu under the Ellipsis to the right of the toggle. Here, you will see two options: Edit and Set Default.
The Edit option allows you to change the Deposit Account associated with the Payment Integration.
The Set Default option allows Fiserv AUS to be set as the default payment method when you make a payment on an Order. When set to Default, you will see a green star next to the name.
Payments
When using Fiserv AUS as the payment method, you may take the payment from within an Order, or use the Payments screen.
Taking a Payment Within an Order
Begin by navigating to Sales / Orders.
1. Select the Order you would like to collect payment on.
2. Click Enter Payment.
3. Using the dropdown menu, select Credit Card (Fiserv AUS).
4. Fill in the pertinent information in the payment form.
5. Click Submit Payment.
Taking a Payment Using the Payments Screen
Begin by navigating to Sales / Payments.
1. Click the Green Plus button to begin a new payment.
2. Select the name of the Company from the dropdown.
Note: For systems with multiple Locations, you will also need to select the Location.
3. Select the Order or Orders you would like to collect payment for using the Green Checkboxes.
Note: Once you have checked the box, the Payment Amount field will automatically populate. This may be adjusted on this screen if you would like to enter a partial payment. Once you click Continue, you will no longer be able to change the payment amount.
4. Click Continue. This will bring up a payment pop-up.
5. Using the dropdown menu, select Credit Card (Fiserv AUS).
6. Fill in the pertinent information in the payment form.
7. Click Submit Payment.
Refunds
You may initiate a refund from within an Order, or from the Payments screen.
Refunding Within an Order
To initiate a refund from within an Order, begin by navigating to Sales / Orders.
1. Select the Order you would like to refund.
2. Click Payment History.
3. Select the Payment you wish to refund.
Note: You may click anywhere along this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
4. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
5. Click Initiate Refund.
6. Select Credit Card (Fiserv AUS).
7. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
8. Include a Reason for Refund, if desired.
9. Click Process Refund.
Refunding Using the Payments Screen
To refund from the Payments Screen, begin by navigating to Sales / Payments.
1. Select the Order you would like to refund.
Note: You can click anywhere on this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
2. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
3. Click Initiate Refund.
4. Select Credit Card (Fiserv AUS).
5. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
6. Include a Reason for Refund, if desired.
7. Click Process Refund.
For all other questions regarding Fiserv AUS (such as billing or account questions), please reach out to your Fiserv AUS sales representative. You may also contact Fiserv AUS via phone at (888) 263-1938, or visit their website at Fiserv AUS Support.