Adding a Merchant Defined Field


Text Instructions for Adding a Merchant Defined Field:

Step 1: Login to the gateway account as ‘ADMIN’ User.

Step 2: Click on ‘Settings’ under the ‘Options’ heading from the left hand side’s Main Menu.

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Step 3: Click on ‘Merchant Defined Fields’ under the ‘Transaction Options’ heading. Merchant Defined Fields can be passed using the API, QuickClick, or Virtual Terminal.

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Step 4: To add a field, click the paper and pen  icon to the right of the first available Merchant Defined Field.

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Step 5: Choose a ‘Name’ and the ‘Type’ of field you want to add and press ‘Save Field’ when done.

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Ex: You should now see the newly created field in the Merchant Defined Fields area:

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Step 6: The new field now needs to be added to the existing QuickClick API code. Click on ‘QuickClick’ under the ‘Options’ heading from the left hand side’s Main Menu.

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Step 7: Click on ‘Customer Information’.

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Step 8: Scroll to the bottom of the page. The newly defined field should now be added to the bottom of the existing Customer Information.

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Step 9: Click the button (bubble) to change the field to either a ‘Required’ or ‘Optional’ field for the customer to input at time of sale, and then click ‘Save’.

**Usually the client will want it as ‘Required’.

 

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Step 10: Ask the client to refresh their website.

They should now see the new field on their QuickClick button.