Set up Worldline for payments

1. Log into your Worldline account
2. Navigate to Configuration > Payment Profile Configuration
3. Uncheck (deselect) "Do not allow profiles to be created with card data duplicated from an existing profile"
4. Select Update

The "duplicate match" error indicates a small error in your Worldline account configuration. Correcting this issue will require you to log into your Worldline account and navigate to Configuration > Payment Profile Configuration. Here, under "Credit Card Settings", deselect (uncheck the box) "Do not allow profiles to be created with card data duplicated from an existing profile". Select Update at the bottom of the page to save your changes.

This error is typically presented when a card is rejected by Worldline. This rejection could be for a few reasons, such as:

• Your Worldline account is in test mode and a real card was used
• Your Worldline account is in live mode and a test card was used
• A credit/debit card was used *

* note that both credit and debit cards can be used through Worldline. However, they both have their individual processes and your club will need to register for an Interac account before you can process debit.

No. Worldline's standards and anti-fraud protocols will not allow a credit card to be refunded to a secondary card. In instances like this you will need to refund in an alternative manner (cash, cheque, etc.).

Reach out to Sheila Barton by email at Sheila Barton (sheila.barton@worldline.com | 1 250-483-1291) to begin your Worldline process. He will guide you through what is required to begin and complete the process.

Worldline has very specific requirements that your club/site must meet before your Worldline account will be approved for live. To ensure you meet these requirements you will want to create a Terms & Conditions page with the following items:

• Legal name and “Doing Business as” name (or DBA)
• The currency of the transactions on your website (“All transactions will be completed in Canadian (or US) Dollars”)
• The country where your club is located (This can be added to your contact us page)
• Club support contact information for transactions, including mailing address, email address and telephone number (Can be added to your terms and conditions or your contact us page)
• A return / refund and/or cancellation policy and instructions (eg. “All programs are eligible for a full refund up to the program start date listed for each program registration. Please contact the club office to process your refund.” or “All programs are eligible for a full refund up to the withdrawal dated listed for each specific program. Please contact the club office to withdraw.”)
• Export restrictions – (very simply: “We do not export any goods or services”)
• Delivery policy for any goods or services (e.g.: “All programs will take place at the location indicated in the program registration. We do not offer any products for purchase one this site.” or “All programs will take place at the location indicated in the program registration. Any products purchased on the site will be available for pickup at the club office within 48 hours of purchase.”)
• Terms and Conditions for registering with your club (this can be incorporated into your policies on Uplifter and in the general terms and conditions of your site you can add something like “Additionally to the general terms and conditions, you will be required to accept the policies as required by each particular program during your registration process”)
• Privacy Policy (what do you do with your member information and do you share it with anyone, for example, a national governing body that you are affiliated with?)

You will also want to ensure you have created a few programs within your system with their pricing visible. Worldline will also request that you have credit card branding visible for all accepted cards. This can be configured along with your Worldline Merchant Details when connecting your two systems. Checking off the icons to display will add them at the time of checkout and you can also include them in the footer of your site by selecting "Display Payment Providers" under Settings > Global Settings > Look and Feel under the section Navigation / Links > Footer Payment Providers Icon

As you work to complete the final steps of the process please feel free to reach out to Sheila for status updates or next steps. Once you have all forms and elements completed you can then submit this to Worldline. They will then review and, assuming all is well, approve your account.

Once approved Worldline will forward an account setup email to your provided email account. Follow the link inside the email, create your account (one for each currency you accept), then set a password. You will have a 3 hour window to set a password. Should you fail to do so please place a request with Worldline to re-initiate the process.

As soon as your account has been properly connected to your bank account you will receive an email from Worldline with the subject "Authorized For Live". This may take 1 - 3 business days.

Worldline can often use similar terminology when it comes to your account being activated and your account being set to live. As such, you will want to verify with their support team (or Sheila ) that your account is in testing mode. If this is true, you will be able to use the test credit cards, found below. If your account is live then you will not be able to use the test cards below.

The majority of the fields used for configuration do not require you to log into Worldline. These fields are:

Public Payment Method Set whether or not this payment option is public. As you are first connecting your Worldline account, we suggest unchecking this option. This is especially true if you are connecting your Worldline account with an active registration season.
Checkout Text: Button text displayed in the checkout for this payment method.
Dropdown Text: Text displayed on parent's Account Status page during "Make a Payment" or "Update Payment" process.
Reporting Name: How payment methods appear in reports details and the bottom of invoices
Advance Notification Days? Number of days in advance to send a payment reminder notification to members. No notifications will be sent if set to 0. Customize your notification message under Settings > Global Settings > Notifications Tab.
Allow payment details to be saved to account : Enabling this will allow parents to store and manage paymetn profiles with Worldline (through Uplifter) for re-use and processing on other invoices.
Group Transaction Processing: Toggle whether or not payments from the same user are grouped during processing. Grouping payments can help reduce per-transaction charges with Worldline but may affect reconciliation reporting.
Display Icons: Select which icons you would like to display at checkout. You can also have these icons appear in the footer by enabling them under Settings > Global Settings > Look and Feel > Navigation / Links.
Note: If you would prefer to not offer Amex we recommend simply not displaying the card icon for Amex. Alternatively, you can truly restrict Amex by requesting Worldline update your account, but this can extend your setup and possible cost additional fees.

1. Log into your Worldline account
2. Copy your Merchant ID (top right)
3. Paste the value into your Merchant ID field

1. Navigate to Configuration > Payment Profile Configuration
2. Select the API Access Passcode radio button
3. Select the Generate New Code button
4. Select Update
5. Copy the value from the API Access Passcode field from Worldline
6. Paste the value into your Profile API Access Passcode in Uplifter

1. Navigate to Configuration > Payment Profile Configuration
2. Disable Do not allow profile to be created with card data duplicated from an existing profile
3. Toggle Require Card Validation as desired (likely disable)
4. Select Update

1. Navigate to Administration > Account Settings > Order Settings
2. Check Billing Address Optional and Card Owner Name Optional
3. Select Update

1. Navigate to Configuration > Payment Profile Webform
2. Uncheck all items listed under Form Setup, except for Include Credit Card Information
3. Select Update

Note that if Worldline detects 3 incorrect access attempts with a set of credentials, your Worldline account will be locked out for 15 minutes. If this occurs, try reconfiguring all of your values (you may want to reset them), save them, wait 15 minutes and try testing again. Every subsequent access attempt within the 15 minute lockout period will reset the 15 minute timer. You may want to deselect the "Enable Worldline Gateway" checkbox and save to ensure no one else testing your site is attempting to make credit card payments to prolong this process further.

Card Type	Credit Card Number	Expiry Date	CVD
Visa	4030000010001234	Any valid date	123
Visa	4012888888881881	Any valid date	123
Visa (has $100 limit)	4504481742333	Any valid date	123
Visa (will always decline)	4003050500040005	Any valid date	123
MC	5100000010001004	Any valid date	123
MC	5194930004875020	Any valid date	123
MC	5123450000002889	Any valid date	123

• During test mode, none of your test credit card transactions will settle into your bank account as a deposit. As well, any real credit card numbers will produce an error.
• If you would like to observe the flow of a transaction in detail, simply register for a program as a club member and process the credit card payment and any refunds by editing the invoice as an administrator under the “Accounting” > “Invoicing” section of your Uplifter Site. Afterwards, log into your Worldline account to see how the completed transactions appear in your transaction reports (NOTE: Future / pending installment transactions will not appear in your Worldline account).
• Once you have completed all testing, we urge you to update your password information. Please ensure the selection of a secure password. All of your customers’ credit card data is accessible by your Worldline account. Guard your password carefully and only share access to the account with individuals at your organization on an as-needed basis. Proper PCI merchant compliance requires you to create separate users for your Worldline account for each individual that requires access.
• Once your Worldline account is Live, test credit card numbers will decline and cannot be used to test transactions.

Transactions performed in your Uplifter system will have a Transaction ID. This ID will be shared on a 1:1 relationship with a transaction listing in your Worldline account. You may wish to perform a full review of your transactions for the first few days/weeks/months that your club is with Uplifter, but thereafter you can rely on a sum balance to look for any troubles.

In Uplifter:

1. Navigate to Reports > Payments
2. Set the Payment Transaction Processed Date From/To filters to the desired dates, the Payment Type filter to Credit Card and the Payment Status filter to Paid
3. Export the results to an Excel file
4. Sum Column C (Payment Amount)

In Worldline:

1. Navigate to Reporting/Analysis > Settlement Summary
2. Filter the date range by the same dates as you selected in Uplifter
3. Click Download
4. Sum Column H (Net Sales)

The two values in your Uplifter report (Column C (Payment Amount)) and your Worldline report (Column H (Net Sales)) will equal one another. If this is not the case then it is likely that either (A) the filters of your reports were incorrect, or (B) transactions were performed directly through Worldline. There may be valid instances for the latter, but in general this is something your team should avoid so that your reports match.

In the case of the latter, you can review the Transaction IDs processed within Worldline by pulling a different report:

1. Navigate to Reporting/Analysis > Transaction Report
2. Filter the date range by the same dates as you selected in Uplifter, set Show to Approved Only
3. Click Download

Within the Uplifter report you will see a Transaction ID. This ID will be shared with the Worldline report you just pulled and the values of the transaction will be the same for both systems. Review the transactions to determine the missing/additional listings. It is likely that further investigation will be required once you have found the listings in question. Please reach out to support@uplifterinc.com with any questions that may arise from your findings.

Transactions processed by your Worldline system will have their Worldline fees removed before deposit. Additionally, these transactions will be grouped up and deposited once ever few days, as applicable. This means that transactions that occurred on day X may not be deposited into your bank until day Y.

In Worldline (the same report as pulled in the above section):

1. Navigate to Reporting/Analysis > Settlement Summary
2. Filter the date range by the same dates as you selected in Uplifter
3. Click Download
4. Sum Column M (Daily Balance), but only for the rows where the values in Column O (Settlement Date) are within your date range.