Credit Card Processing Configuration in Release Preview

TL;DR: To process credit card transactions in your Release Preview account, administrators must configure credit card processing profiles with the required authentication credentials. This enables secure transaction handling during the testing phase of releases.

How to Enable Credit Card Processing in Release Preview

To process credit card transactions in your Release Preview account, follow these steps to enable the necessary profiles:

1. Log in as an Administrator to your Release Preview account.
2. Navigate to Setup > Accounting > Financial Statements > Payment Processing Profiles.
3. Click Edit next to the credit card processing profile you wish to use.
4. Under Authentication Credentials, enter the credentials specific to this processor.
5. Click Save to apply changes.
6. Repeat for each credit card processing profile you want to utilize.

Important Notes

• Admin Access: Initially, only users with the Administrator role can access the Release Preview account. Administrators can grant access to additional users as necessary for testing.
• Account Purging: Your Release Preview account will be available until your source account is upgraded to the new release, or if there has been no login activity for 14 consecutive days.

Who This Affects

• Administrators: Responsible for configuring credit card processing profiles.
• Developers: May need to understand transaction handling during the testing phase.
• Finance Teams: Ensure proper transaction processing before live upgrades.

Key Takeaways

• Administrators must configure credit card profiles for testing in Release Preview.
• Proper authentication credentials are necessary for secure processing.
• Access is limited to users with the Administrator role initially.
• The Release Preview account is temporary and subject to purging without activity.