This document provides information on the migration of Vendor Portal mobile transactions processing from IBX to Payroc Gateway. It covers the changes being made at vendor level and location level. Please note that in most cases, end-users will not need to re-register their credit cards.
PayRange will coordinate with Payroc to migrate existing locations in the backend while switching the default gateway to Payroc. Operators will not need to perform these changes manually.
Scope and Limitation
Mobile APP: The CleanPay Mobile + Customed APPs
Server: KioCentral
Payment Methods: Credit/Debit Card, Google Pay, Apple Pay
Country: US only
Market: All Markets
Merchant Onboarding
New Merchant Accounts will continue to go through a manual application process to establish the MID.
Steps for this process have been outlined below:
1. Submit completed merchant application via Agreement
2. Payroc will email the merchant account details to PayRange via email from VAR@Payroc.com
Merchant account details emailed to: VAR@Kiosoft.com and / or email noted on ERF
Included in the email will be the following:
MID and DBA name in subject of email
Payroc Gateway Merchant ID
Integrate Payroc Gateway as a Payment Gateway at the Vendor Level
Go to Settings → General Settings → Credentials for New Deployment (Automation) (Payroc). Configure the Payroc Gateway MID and Template ID according to the information provided in Payroc's email.
In “Payment Gateway - Online Transactions” section, you can set up Payroc Gateway as the payment gateway for your online transactions across all locations for two payment types: Credit/Debit and Digital Wallets.
Payment Type: Credit/Debit
Login as “admin” to vendor portal and select "Settings→Payment Gateway" in the navigation menu.
Under the payment type “Credit/Debit”, select Payroc Gateway for the Default Payment Gateway and fill in the required fields. The first (default) payment gateway configured will be defined as the Vendor Default Settings at the location level.
The six-dot drag control in the front of Payment Gateway can be used to adjust the gateway order. You can hover over the drag control and drag it to the desired place of order.
The delete icon, represented by a trash bin, can be used to remove the payment gateway option. This action is effective immediately upon clicking, so please proceed with caution.
Enter Merchant Platform ID. It’s a unique identifier assigned to you by Payroc Gateway when you register for their services.
Enter Gateway MID. It’s a unique identifier assigned to your application by Payroc Gateway.
For AVS Verification, select the way you want to verify your credit card.
This is a dropdown with the options - "Disable," "Zip Only," and "Address and Zip." "Disable" is selected by default.
If "Disable" is selected, no more AVS fields will be shown. No AVS verification should be executed.
If "Zip Only" is selected, only zip code should be input.
If "Address and Zip" is selected, both address and zip code should be input.
If the options of AVS should be changed, the credit card information would be required to input and confirm again.
Enable or disable 3D Secure based on your needs.
"Disable" is set as the default for 3D Secure. When 3D secure is configured, the mobile app card registration and payment shall adhere to the following rules:
If "Disable" is selected, no 3D Secure is executed during card registration and payment.
If "Enable" is selected, 3D Secure is executed. The MPI reference will be obtained and used for transactions.
Additionally, you can hover you mouse over the text "3D Secure" and a statement will appear as a reference: "Enabling 3DS requires the merchant to be enrolled in the Payroc Portal. Enrollment is complete when the billing item is added to the merchant agreement and ERF, or when an addendum/change order ERF is signed and submitted. Please ensure enrollment is complete before turning on 3DS."
If the option of 3D Secure should be changed from "Disable" to "Enable", you have to re-enter their credit card information.
Select “Production” for working environment.
Save the changes.
Payment Type: Digital Wallets (Apple Pay/Google Pay) (UPCOMING)
Please note digital wallet services (Apple Pay / Google Pay) are not yet live. We are actively collaborating with Payroc and Google to fix the domain auto-onboarding issues, and will issue formal notifications once this feature becomes available.
In Digital Wallets section, select “Payroc Gateway” for the default payment gateway.
Fill in the Merchant Platform ID(MID) and Gateway MID. The IDs must match with the MID in Credit Card.
Fill in the Google Pay Merchant ID. It is provided by Google.
Fill in the Apple Domain ID provided by Payroc Gateway.
Edit Payment Gateway at the Location Level
To ensure the payments are processed through Payroc Gateway, you can check or edit the payment gateways for each location.
Log in as “admin” to vendor portal and navigate to Locations→Create Locations (For new customers)/Edit Locations (For existing customers)→Payment Gateway.
Vendor Default Settings: The Payment Gateway Preference is set to “Vendor Default Settings” by default. If Payroc Gateway is the default(first) gateway configured in Settings→Payment Gateway→Online Transactions, then the location will automatically use Payroc Gateway as its payment gateway. The location inherits the configurations set at the vendor level.
Set Custom Gateway for this location: For customers who want to only try out Payroc Gateway in a certain location, selecting "Set Custom Gateway for this location" enables you to only assign the Payroc Gateway to a specific location and configure its AVS Verification and 3D Secure settings.
Note: Before saving the location, click the "Generate" button to generate the Processing Terminal ID.
Any configuration set at the location level overrides the corresponding vendor-level settings.
Check Transaction History
Once Payroc Gateway is successfully configured as the payment gateway, you can view transaction history in both Pro Reports and Detail Reports, just as you currently do with IBX.
View Transaction Records in Pro Report
Navigate to Pro Reports -> Transaction Report and you can find the transaction records with payments completed through Payroc Gateway (e.g. select “App Refill” under Transaction Type filter).
View Transaction Report in Detail Reports
In Reports→Detailed Reports→Mobile Refill Log, you can view the transactions processed through Payroc Gateway. You have to know the date/time when switch was made to Payroc Gateway to segregate transactions.
Appendix: Block Card Feature in the Payroc Self‑Care Portal
Payroc offers a credit card blocking feature on its Self-Care Portal that we believe can effectively reduce chargebacks.
To gain access to the Self-Care Portal, please contact the Support Team or your Customer Success Manager and provide the email addresses of the users who require access. They can submit a request to the Product Team (Point of Contact: Cecile Huang).
The Product Team can then request portal access for the specified accounts.
Once access has been granted, the Block Card feature can be found on each transaction. Click the Action icon (three dots) and then select "Block Card."
As clarified by Payroc, the Block Card feature is limited to transactions processed through the new gateway. This means that if a card was previously identified for blocking but has not yet been used for a transaction on the new gateway, it cannot be blocked.
After a card has been blocked, users attempting to register the card or make a transaction with it will see an error message, as shown below.
