This article will explain what is required from the Dealership if they wish to setup Preferred Payments integration
Preferred Payments is the third party partner Blackpurl uses for credit card processing integration in USA and Canada
Step 1
Dealership will need to sign up with Preferred Payment
Simply click on this link and complete the application - Blackpurl Credit Card Processing
Step 2
Upon receipt of the application from the Dealership, Preferred Payments will contact Blackpurl with the Dealership's API credentials and also dispatch the terminal/s to the Dealership
Step 3
Once the Dealership has received their terminal/s onsite, the Dealership will need to connect the terminal/s to their network with the instructions supplied by Preferred Payments
WARNING - Do not sync the terminals to Preferred Payments User Interface
Step 4
After connecting the terminal/s, the Dealership will need to contact the Blackpurl Support team by email or chat bubble and provide the following information:
- Dealership Name
- Contact Person
- 6 character code displayed on the terminal screen
- Name to be assigned to the terminal ie; Parts terminal or Service terminal etc
Step 5
Once Blackpurl Support has this information, they will complete the syncing and advise when this is complete
Step 6
If you have Accounting Integration:
- Once the setting is complete, Blackpurl will automatically add the Payment Type: Preferred Payment so that it will turn up as a section type in your Deposit and Checkout sections
- But the Dealership will need to add the relevant Undeposited Funds General Ledger to the Payment Type: Preferred Payment
For further information, please review our article - Undeposited Funds General Ledger - Blackpurl and Accounting Package (Xero and QuickBooks)
How to use Preferred Payments on a Customer Order
Once connect and setting have been completed, you will notice that you now have a new Payment Type available in both the Deposit section and Checkout section -
Deposit section example:
You will need to indicate if Card Terminal or Card not present, when you click your selection, it will take you to the Preferred Payment portal for you to finalise the payment
Checkout section example:
You will need to indicate if Card Terminal or Card not present, when you click your selection, it will take you to the Preferred Payment portal for you to finalise the payment
Time Out Error
There may be times that the terminal takes too long to respond and when this happens the following window may pop up
Please ensure that if you get this Time Out error, that you CANCEL the transaction on the terminal