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Home > Setup & Configuration > Payment Gateways > Manual

Manual

To set your gateway to Manual, go to Configuration > Site Setup Wizard in the admin console, and scroll to the Payment Processing Solutions section. 
Click the radio button next to Manual (No Gateway), and click Save.

This will bypass any connection to a payment processor when shoppers check out on the store. In order to process the payment manually, the credit card information will need to be stored in the database.

By default, the software does not store customer credit card information. Storing credit card information is almost never required when using a live payment gateway, and we STRONGLY recommend against storing card information. The only time this information should need to be saved is if store administrators are processing payment through a manual terminal, or when using recurring products (gateway recurring billing with Authorize.Net and PayPal will remove the need for this). 

If you decide to save credit card information, set the StoreCCInDB Setting to true.

Viewing Credit Card Information

Full credit card information is visible within the Payment Details panel, under Orders > View/Manage Orders:
 
 
It can also be seen on the recurring order form:
 

Credit card information will only appear to admin accounts that have Can View Credit Card #s: checked. You can check this by looking up the admin account under Contacts > View/Edit Contacts.

Customer Options

PCI PA-DSS requirements state that customers must be able to decline to store their credit card information. In accordance with that rule, if StoreCCInDB is set to Yes, the customer account page will show a Store My Credit Card Info checkbox. If customers uncheck that box and update their account information, their credit card number will not be stored.

 

 

If you elect to store credit card information in your database (and please note - we never, under any circumstances, store the security code from a credit card) it is critically important that you should run 'monthly maintenance' (which can be run as often as you like, despite its name.)



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