September 19, 2019
Global Payments User Guide Global Payments extension version 2.3 and higher
About Pronko Consulting Pronko Consulting is a development and consulting agency working in the eCommerce
sector. Our main field of expertise is the Magento platform with a solid experience in
building eCommerce applications, consulting on the Magento functionality and the
related matters, holding beginner and advanced developer trainings on Magento
development.
One of the lines of our business is the creation of Magento extensions allowing quick
integration of third-party products in Magento-based eCommerce platforms. Magento
extensions provide ready-made but highly customizable solutions enhancing the
functionality and increasing the performance of your eCommerce website.
About Global Payments
Global Payments with its European branch, is a provider of payment solutions and
services for eCommerce businesses.
With our Global Payments extension, you can accept payments online in your Magento
2 web store. This is one of the best in its class payment integration carefully
implemented and tested by Developers specializing in Magento 2 (experts in payment
integrations). The Global Payments extension allows your customers to pay without
interrupting the checkout user journey of a website. It also supports MOTO orders
placed directly from the Magento Admin panel. We are releasing new features and
improvements regularly to ensure the best possible set of payment functionality.
The Global Payments extension connects your eCommerce website with the Global
Payments gateway. This integration uses the Global gateway API (PCI SAQ A-EP) which
gives you, the merchant, full control of the customer's payment experience.
Features list
1. Support of the following credit and debit cards: Visa, Visa Debit, American
Express, MasterCard, Discover, 3V Visa, Diners, Maestro International,
Switch/Solo Multi-store.
2. Multi-currency and multi-account support.
3. Transaction management from the Magento Admin panel. Choose between
Authorize and Capture payments (the customer's payment will be immediately
captured) or Authorize Only online payments (in case additional stock or
payment verifications should be performed).
4. Support of partial Invoices (also known as Multi Settlement) and partial Credit
Memos (Refunds).
5. Support of order creation and payment capturing from the Magento Admin panel
through Global Payments, also known as Mail Orders/Telephone Orders (MOTO).
6. Selection between a Hosted Payment Page and an in-built payment form.
7. Transaction Authorization information on the Order View Page. The additional
validation options allow the store owner to see the result of Address, CVN and
Postcode entry by the customer immediately.
8. Transaction management and reporting on a single page, report export in CSV
and Excel formats in just a few clicks.
9. Fraud management mechanisms including CVN, 3DSecure, AVS and Amex
SafeKey.
10.Dynamic Currency Conversion.
11.Secure tokenization support.
12.Comprehensive error validation allowing the system to notify the merchant of any
data errors or payment amount issues while sending the payment transaction.
How to configure Global Payments extension
Before proceeding with the configuration of the Global Payments extension, make sure
that you have installed it following the instructions in the Global Payments Extension
Installation Guide.
After installing the Global Payments extension, you can configure it in accordance with
your business goals and the specifics of your web store.
From the Magento® Admin panel, navigate to Stores -> Configuration -> Sales ->
Payment Methods section. On the Payments Methods page, the Global Payments
method should be listed together with other payment methods installed in your system.
Select Global Payments and click Configure. The Configure menu includes all
configuration settings for Global Payments. Once you have finished with the
configuration click Close to save and apply your changes.
The Global Payments configuration settings are grouped into several sections:
● Global Payments Account Information
● Remote Integration
● Hosted Payment Page
● Fraud Management
● Advanced Settings
Make sure that you obtain and/or verify all configuration settings prior to configuring
the Global Payments extension. Pay special attention to the Global Payments Account
Information section, namely Merchant ID, Account, Secret, Refund Password fields. We
recommend that you have this information ready before configuring the Global
Payments extension.
The Release Notes link next to the Module Version opens the Global Payments Release
Notes popup showing all release versions the related changes. Check this screen any
time to verify the changes and new versions installed in your Magento 2 web store.
Global Payments Account Information
The Global Payments Account Information section contains Global Payments account
settings. Before filling in this form, contact Global Payments to create an account and
obtain the credentials.
The table below explains the Global Payments Account Information fields and their
possible values.
Field Value
Merchant ID Merchant ID provided by Global Payments
Account Account provided by Global Payments
Default Sub
Account Sub Account provided by Global Payments
Sub Accounts
List of additional sub-accounts created under your main Global
Payments account. You can assign a sub account to a particular
card type, for example, American Express, to send all sales
transactions with American Express cards to such sub account.
Secret Secret provided by Global Payments
Refund password Refund password provided by Global Payments
Sub Accounts
You can create several sub accounts to have transactions paid with a particular credit
card type forwarded to the specified sub account. To use sub accounts, you need to
enable Remote Integration as the Connection Type (see below).
To create a sub account, click Add Sub Account, enter its name and choose the credit
card type from the Card Type drop-down list. The list contains all credit card types
stored in the Remote Integration settings.
To delete a sub account, click the Delete icon.
General Configuration
The same section also contains general configuration settings enabling the Global Payments extension in your web store.
The table below explains the general configuration fields, their possible values and
setting results.
Field Value Result
Enable this
solution Yes
Global Payments method becomes available for use as
a payment method during Checkout.
Connection
type
Remote
Integration
The Global Payments form is integrated in the Checkout
screen of your web store. See Remote Integration below
for more details.
Hosted
Payment
Page
Payment is done on a secure payment page hosted by
Global Payments. The transaction is approved by the
financial institution and the approval is returned to the
Checkout page. See Hosted Payment Page below for
more details.
Debug Yes All communication queries are stored in the
debug_realex.log file.
Environment Production /
Sandbox
Changes the extension environment from staging to
production. We recommend using Production once your
website is live.
Title Debit or
Credit Card
Defines the payment method title for Global Payments
option at Checkout.
Payment
Action
Authorize
Only
The initial order payment transaction authorizes the
payment amount.
Authorize
and Capture
The initial order payment transaction transfers the
payment amount to the Merchant’s bank account.
Remote Integration
The Remote Integration settings configure the in-built payment form on the Checkout
page. Before configuring this section, enable Remote Integration in the Connection
Type field (see above).
The table below explains the Remote Integration fields, their possible values and setting
results.
Field Value Result
Card Types
American Express
Visa
MasterCard
Diners
Switch/Solo
Maestro International
Enables the available credit cards.
CVV
Verification Yes/No Enables/disables CVV verification.
Switch/Solo
Issue
Number
Enabled
Yes/No
Enables Switch/Solo additional fields
during checkout. Make sure to also select
Maestro International Card Type to enable
full Switch/Solo support.
Production
Gateway URL
https://epage.payandshop
.com/epage-remote.cgi
Gateway URL for communication with
Global Payments in the Production
environment.
Sandbox
Gateway URL
https://epage.sandbox.pa
yandshop.com/epage-rem
ote.cgi
Gateway URL for communication with
Global Payments in the Sandbox
environment.
With Remote Integration configured, the Checkout page will contain all fields that you
set up in this section allowing the customer to enter their credit card details for
processing. The Checkout page will show the logos of the supported card types and the
Card Verification Number is shown or hidden depending on the configuration settings.
Hosted Payment Page
With the Hosted Payment Page option, the payment is processed by a secure Global
Payments server that forwards the payment details to the financial institution for
approval and returns the result to the Checkout page of your web store.
Before configuring this section, enable Hosted Payment Page in the Connection Type
field (see above).
The table below explains the Hosted Payment Page fields, their possible values and
setting results.
Field Value Result
Button Label Free-format button label,
for example, Place Order
Displays the custom text on the button
completing the order on the hosted
payment page.
Use iFrame Yes/No Displays the hosted payment page as an
iFrame
Use popup Yes/No Displays the hosted payment page as a
popup
Return TSS Yes/No Enables/disables TSS return
Dynamic
Currency
Conversion
Yes/No
Enables/disables Dynamic Currency
Conversion allowing the customer to
select payment in the store currency or
credit card currency.
Card Storage
Enabled Yes/No Enables/disables storing card details.
Offer Save
Card Yes/No
Enables/disables the prompt to save the
current card details for future transactions.
Production
Gateway URL
https://epage.payandshop
.com/epage-remote.cgi
Gateway URL for communication with
Global Payments in the Production
environment.
Sandbox
Gateway URL
https://epage.sandbox.pa
yandshop.com/epage-rem
ote.cgi
Gateway URL for communication with
Global Payments in the Sandbox
environment.
With the Hosted Payment Page settings properly configured, the Checkout page
displays the payment details in a popup or iFrame.
Fraud Management
The Fraud Management feature allows the merchant to pass, hold or block transactions
that are suspected of fraud. When Fraud Management is enabled, a set of fraud filters
are activated that check each transaction.
The table below explains the Fraud Management fields, their possible values and
setting results.
Field Value Result
Enable Fraud
Management Yes/No Enables/disables Fraud Management
Fraud Filter
Mode Active
Enables active fraud management for each order. When the
transaction is suspected of fraud, the order status changes
to Suspected Fraud and the fraud filter result is shown as
Hold. The transaction is not processed.
Passive
Enables passive fraud management for each order. When
the transaction is suspected of fraud, the order remains in
the Processing status, while the filter status is shown as
Hold. The order status can be then changed manually.
Off Fraud filters are not applied and have no effect on order
processing.
When the fraud filter is set to Active, the web store admin will immediately see possibly
fraudulent transactions marked with Suspected Fraud in their Order Status field and the
Status Filter Result set to Hold, meaning that the transaction has been out on hold and
requires manual processing. The rule that has been applied is also shown in the Fraud
Filter Rule Name field.
With the fraud filter set to Passive, the order is put on hold while its status is shown as
Processing.
When the fraud filter is Off, the order status is not changed, and no fraud filter results
are shown on the order page. The order is processed without the application of fraud
filters.
Advanced Settings
The Advanced Settings section allows configuring additional options according to the
business goals of the web store.
The table below explains the Advanced Settings fields, their possible values and setting
results.
Field Value Result
Minimum
Order Total Number, for example 500
Displays the payment method only if the
order total reaches the set amount.
Maximum
Order Total Number, for example 500
Displays the payment method only if the
order total is lower than the set amount.
Sort Order Number, for example 1 Displays the Global Payment method
according to the set sort order.
New Order
Status
Pending
Processing
Suspected Fraud
Completed
Closed
Canceled
On Hold
Allows selecting the order status to be
assigned immediately to each new order.
Multiple
Settle/Refund
Enabled
Yes/No Enables/disables multiple settle/refund.
Payment
from
Applicable
Countries
All allowed countries Payments are accepted from any country.
Specific countries
Allows selecting the country from which
payments are accepted. This option adds
the Payment from Specific Countries field
to select the allowed country.
Payment
from Specific
Countries
Country name, for
example, France
Displays a drop-down list of countries from
which the allowed country can be selected.
To select multiple countries, hold the Ctrl
button and click country names.
Accepted
Currency
Currency name, for
example, Euro
Allows selecting the currency in which
payments may be accepted.
Order prefix Any Order prefix used only in the Sandbox
testing environment.
Global Settlement report
With our Global Payments extension, the merchant can manage payment transactions
via the Magento Admin panel. A transaction can be processed as Settled, Refunded or
Void.
The settled transactions can be found in the Global Settlement Report that is available
user Reports → Sales → Realex Settlement.
The Global Settlement Report lists all settled transactions with the related order
numbers, creation date and time, amount, currency, authorization code as well as other
service information. You can search the list by keywords, filter it by any field, customize
the view and export the report CSV or Excel format.
Support
The Global Payments module for Magento 2 comes with a support period. All support
requests will be reviewed within 24 hours.
You can find the list of module updates, functionality improvements, new features, and
bug fixes in the Release Notes. If you have any suggestions for additional features or
improvements, please share, and we will review and discuss them.
Please send all support requests and suggestions to [email protected].
We also recommend
Browse our line of Magento extensions on Pronko Consulting official website. The
extensions will enhance the functionality of your web store building a complete
customer experience. For example, we recommend that you consider the following
extensions:
● Global Payments Dynamic Currency Conversion extension. This extension works
with the Global Payments extension allowing to accept payments in either the
store currency or the customer’s card currency. The conversion occurs
immediately at the time of payment.
● Gumroad Widget. The Gumroad Widget extension enables integration between a
Magento online store and the Gumroad eCommerce platform allowing to reach
more customers and increase sales.
● Global Payments Enhanced Authorization extension. This extension enables
integration with the American Express Card Acceptance Processing Network
(CAPN) allowing to forward additional payment information to the Global
Payments server for processing.