Payment Processing Integration - Fiserv Integration - Setup / How to use payment processing on a Customer Order

This article will explain the process of having a Dealership setup with Fiserv Integration and where to see it in Blackpurl once setup is complete

Fiserv is our third party partner that Blackpurl uses for payment processing integration (currently available in the USA only, and will be available in Canada in the future) 

These are the following devices that this integration will be setup for:

• Clover devices: Clover Compact, Flex Pocket, Flex, Mini
  
  

• Ingenico devices: Lane 3000, Lane 7000, Lane 8000, Link 2500

If you’re currently using Clover devices without this integration, you’ll need to purchase new CardPointe Integrated Clover devices as part of setting up your new processing account

The Fiserv team can assist you with this change over to ensure that you have a smooth transition

How to start the Process and Setup 

Step 1 - Dealership 

Dealership will need to sign up with Fiserv by simply click and complete the relevant form from this link - Let's Get Started!!

Step 2 - Fiserv and Dealership 

Fiserv will reach out to the contact entered on your application to discuss your options

Step 3 - Fiserv and Blackpurl 

Once the Dealership has finalized their options with Fiserv, Fiserv will reach out direct to Blackpurl and Blackpurl will complete the setup on your behalf

Blackpurl will confirm with both Fiserv and Dealership once setup is complete and is now up and running

Step 4 - Dealership 

Once you have been advised that setup is complete, the Dealership will need to review the basic settings and also if they wish to charge a surcharge fee to the Customer 

1.  Review - Basic settings of Payment Processor 

• To review these options, navigate to System Settings > Settings & Controls 

• Then select the tab Payment Processor 

A.  Max Credit Amount  - Enter a value if desired; this field is optional

B.- If a new Terminal is to be connected, click this option to retrieve available

Terminal devices and their corresponding details

C.  This is where your current configured Terminals will list 

D.  Registration Code - On each Terminal line item, it will list the Registration Code of each Terminal 

(this field cannot be changed as it is setup by Fiserv)

E.  Nickname - On each Terminal line item, the Dealership will be able to give each Terminal a Nickname ie Parts

or Front Counter etc

As the default, the Nickname will be just the serial number on the Terminal

F.  Signature Required - Set to Yes to prompt the Terminal for a signature; set to No to skip the prompt

G.  Print Receipt - Choose Yes to print a receipt, or No to disable printing

H.  Print Extra Receipt - Select Yes for an additional receipt, or No to omit it

I.  Print Delay (milliseconds) - Manually enter a delay interval in milliseconds between the standard and 

extra receipt prints

• If you make changes to any of these settings, don't forget to SAVE

2.  Review - Surcharge Settings 

If the Dealership wishes to charge a Surcharge to the Customer for using this Payment Method then the Dealership will need to review the current setup and change as required 

• To review these options, navigate to System Settings > Settings & Controls
  

• Then select  the tab Payment Methods

• Ensure that the Automatic payment method surcharge is enabled (A.) and then in the Integrated payment processor section (B.), ensure that you have indicated what surcharge % you want to charge 

Once this is setup, this means that if the Customer is paying by Fiserv, then they will also be automatically charged a surcharge for using this method of payment

For further information for credit card surcharge, please review our article - Payment Method Surcharge - Setup / Where it is available in Blackpurl (including Customer Refund scenario)

Where to see Fiserv Payment Type in Blackpurl

Once the integration 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

1.  Click on

2.  Type in the Amount being paid 

3.  It will list the Terminals but if you need to change what Terminal, click and select the correct one

4. Click on if you are swiping the card through the tTrminal

5. Click on if the card is not present and then you will need to complete further details:

Then just finalize the Deposit section as per normal

Checkout section example

1.  Click on

2.  Check the amount - override if required to the amount actually being paid 

3.  It will list the Terminal but if you need to change what Terminal, click and select the correct one

4. Click on if you are swiping the card through the Terminal

5. Click on if the card is not present and then you will need to complete further details:

Then just finalize the checkout section as per normal