Home > PCI Compliance and Online Payments > XCharge > How do I Activate my XCharge account in RMS 9?

How do I Activate my XCharge account in RMS 9?

Overview

Activating your own payment gateway can be completed in five (5) easy steps, once you have setup your gateway account;

First Step

From any screen within RMS 9

Click Setup on the Navigation bar
Choose Property Options from the list
Choose General Information from the sub list

On this screen as shown in the screen shot below you will need to;

  1. Tick the option ‘Use Credit Card’
  2. Select X-Charge.

Once chosen select Save/Exit.  Sign out of RMS 9 then log back in for the settings to take effect.

XChargeGenInfo.jpg

Second Step

From any screen within RMS 9


Click Setup on the Navigation bar
Choose Property Options from the list
Choose Property Information from the sub list

Double click on the property name you wish to activate a gateway for.

Each field displayed under the heading ‘Gateway Provider – X-Charge’ will need to be completed.  The information you enter would have been provided to you by XCharge.  We suggest that you copy and paste the information from the email provided to you by your Gateway Provider to minimize entry errors (you will need to use Ctrl + V to paste the information into the screen).

NOTE: Please ensure that their are no spaces before or after the information entered into these fields.

Once you have entered the relevant details select Save/Exit.

XChargePropInfo.jpg

Third Step

IMPORTANT NOTE: If you wish to use your payment Gateway with RMS Online you must notify the RMS Accounts department for this to be activated.

This step must be completed if you have chosen to use your Payment Gateway with your RMS Online bookings page.

From any screen within RMS 9

Click Setup on the Navigation bar
Choose Online Bookings from the list
Choose Options from the sub list

Here you will need to enter the Merchant Name as you wish it to appear on the Online booking confirmation email.  Once entered select Save/Exit.

ActivateGatewayOnlineOptions.jpg

Fourth Step

IMPORTANT NOTE: Only receipts processed using the receipt type of credit card will be processed through your payment gateway.

From any screen within RMS 9

Click Setup on the Navigation bar
Choose Accounting from the list
Choose Accounting Options from the sub list

Under ‘Show these Receipt Types’ you must ensure that Credit Card is selected.

If this option is not select, tick this option then select Save/Exit.

ActivateGatewayAccOptions.jpg

Fifth Step

This step consists of three (3) tests - A, B & C.

Test A - Can you Create a Token?

A token is created through the ‘CC Token’ button that is now visible at the bottom of the Guest Details screen/column.  If a token has not been created the button will show red (see below).

CCTokenNotCreated.jpg

When you choose this button the below screen will appear.  Enter the credit card details requested, select 'Create Token'. 

If successful all fields will turn read only and the status field will turn green stating Token Exists.

CCTokenScreen.jpg

Descriptions of other buttons available on this screen are;  Delete Token:  This button will delete the token.

CCTokenCreated.jpg

If a token has been created the ‘CC Token’ button will show green (see above).

CCTokenScreenCreated.jpg

After a Token has been created the ‘CC Token’ button and the credit card number field will only show the last 4 digits of the Credit Card.

B. Can you perform a receipt in RMS through your Gateway account?

Select the receipt type of Credit Card.

Enter the Receipt amount.

ReceiptWithToken1.jpg

Select the ‘Use Token’ button on the right, the below message will appear, choose Yes.

ReceiptWithToken2.jpg

By choosing ‘Use Token’ the Credit Card fields will turn read only and the ‘Use Token’ button will change to Green.

ReceiptWithToken3.jpg

Select Process, the status field will state 'Contacting Bank'.

If the transaction is successful the status field will turn green and show 'Approved' before closing off and proceeding with the receipt as normal.

** By choosing to reverse the receipt in RMS immediately after this test is run the money will be refunded to your credit card.

C. Can you successfully book a room from your RMS Online Booking Page?

Using your book now button on your web page, you will need to complete an online booking.  Once you have received the confirmation, locate this reservation in your RMS system and choose to reverse the receipt, this will refund the money back onto your credit card, once reversed cancel the reservation..

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Last modified
09:14, 17 Oct 2013

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