SecureTrading
Please Note: SecureTrading requires some additional setup by Pearl staff. Please contact Pearl Client Support if you wish to use SecureTrading as a payment method.
More information at http://www.securetrading.com/
- Create an account with SecureTrading
- On Pearl, click Setup - Options - Payment then select SecureTrading
- Enter your SecureTrading sitereference
- Test then go live
Taking an MOTO Payment Using SecureTrading
From a new order or an existing open order click the "Take Payment" button on the bottom right of the "Products/Prices" tab. On the screen that pops up click the SecureTrading console button. Enter the card details as requested and click the “Take Payment” button at the bottom of the form. If the payment was successful you will be redirected back to the orders screen and the order will be updated to reflect the payment received. Detailed information about the transaction will show as a note added to the “Status History” tab that includes the SecureTrading payment reference and the bank auth code.
Taking a Customer Initiated Payment Using SecureTrading
If you have an order on file for a client you can allow the client to pay for it from your website or portal. The client will need to log in to their account and view the orders or statement tab to see orders with outstanding payments. Your client can then select to pay the outstanding amount using SecureTrading and will be redirected to the SecureTrading website to enter their payment details. On successful payment appropriate journals will be created and the order will be marked as paid. The client will be shown a confirmation screen to notify them that payment has been successfully taken.