PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Credit Card Processing > Global Payments Credit Card Processing (UK, EU, Canada)
Global Payments Credit Card Processing (UK, EU, Canada)

 

Global Payments is a credit card processing company that integrates directly with Spectra, myStratus, and InSpiredByYou in the United Kingdom, EU, and Canada. An alternate service, TSYS, is available for studios in United States. If you're in the US, refer to TSYS Credit Card Processing (US). In addition to making credit card processing extremely easy, StudioPlus and Global Payments take much of the hassle out of fulfilling the requirements for your business to become PCI compliant. Click here to learn more about PCI compliance and how it affects you.




The following instructions show you how to complete a credit card transaction in Spectra/myStratus Desktop using
Global Payments.

HERE'S A FLASH FOR YOU!

Your credit card set up and processing in Spectra will be displayed based on the regional settings of your computer. myStratus' credit card set up and processing will be displayed based on the Regional Settings found in the Company Preferences.

This will enable your credit card settings to show the appropriate regional information (e.g., monetary rates, values, and formats, as well as language differences). Usually computers sold in the region you're located in will be set to the correct region by default. If, however, you have clients from other regions, you may wish to advise them that your credit card processing is using your regional standards.

Required Setup

Before you can process credit cards with Global Payments through Spectra, myStratus, or InSpiredByYou, you need to establish a Global Payments account and get things set up. Refer to Company Preferences - Global Payments for complete instructions. 

Processing Credit Cards Using Global Payments

  1. When creating a payment in Spectra/myStratus, select a credit card payment method from the Payment Methods list. See also: Creating a Payment



  2. When you choose the Payment Method and enter the Payment Amount, the right side of the form will automatically display the authorization information lines. You cannot enter information in these lines. Click the Authorize button. 

  3. The Global Payments authorization window opens. Proceed to key in the credit card details.

  4.                                                            
    PATHWAYS TO SUCCESS...            

    To modify the upper portion of the Global Payments page, login to your Global Payments online portal and go to Client Settings. Under Redirect Text Configuration, select Internet.

    From here, you can customize the Info Text as necessary. To insert merge fields about the payment details, select the icon Insert Data Tags and choose the appropriate tag.



    Select Save at the bottom to save changes.

               

  5. When ready, click Pay Now at the bottom of the window (or Cancel if you do not wish to apply this payment amount).

  6. Once the card has been submitted, you will see a message box telling you if the transaction was authorized or declined. If the transaction was authorized, the payment record in Spectra/myStratus will be saved automatically to prevent the user from exiting out and not saving the record. 

  7.  

    NOTE: Once a credit card is approved, the payment amount will be locked by default. Only users with the appropriate security clearance will be able to unlock the payment amount, authorization code, and authorization date by clicking the padlock.
  8. Global Payments will automatically populate the Reference Number, Authorization Code, and Authorization Date on the invoice record. The Reference Number is a key that cross-references what credit card was charged between Spectra/myStratus and Global Payments. The Authorization Code is a key the cross-references the specific payment that was taken between Spectra/myStratus and Global Payments.

Processing Global Payments Credit Card Refunds

When processing a refund, Global Payments and Spectra/myStratus will force the user to select the payment record that should be refunded. You can refund any amount up to the amount of the original payment. If you have multiple payments you want refunded, you'll need to create a separate refund for each payment. 

Settling your Spectra/myStratus Credit Card Batches with Global Payments

Your account with Global Payments should be set to automatically settle at the end of each day. If not, you may contact Global Payments and request automatic settlement.

Even though the settlement occurs automatically, it is highly recommended that you verify each of your batches in Spectra/myStratus to ensure that the payments in the software are in balance with Global Payments. Here is the recommended procedure:

  1. Customize your End of Day Wizard so that similar payment methods are grouped and posted together. For example, if your MasterCard and Visa transactions are deposited into your bank account as a single deposit, then group them to appear on the same page of the wizard. Click here for more information on customizing your End of Day Wizard.

  2. Either at the end of your business day or at the beginning of your next day, perform an End of Day Posting. Click Tools > End of Day Wizard

Remember these tips:

  • Use the Global Payments gateway to get your totals for the day. 

  • Compare the totals showing in the End of Day Wizard with the batch totals provided by Global Payments. Ensure that all totals match. If not, you have an opportunity to correct your mistakes before completing the posting wizard.



See also


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