1. In Canada, contact:

   
   Amit Dhawan
   Chase Merchant Services
   100 Consilium Place
   17th Floor
   Toronto, Ontario M1H 3E3
   (647) 500-9872
   www.chasepaymentech.ca
   amit.dhawan@chase.com

2. Ask for a Paymentech Orbital account to be set up

Please note you may encounter with Paymentech:

• a need to sign a 3-year contract for this account. Depending on your transaction volumes, you may able to request a 1-year trial if your organization meets the requirements
• if you will be a new client to Paymentech, it will take up to two weeks to establish and setup your merchant account
• Paymentech may request that all transactions flowing through your organization (Box office point of sale business as well as the ecommerce sales) flow through this new account.

Please note you may encounter with your existing merchant privider:

• may require 30 days written notice of cancellation

Once your Orbital account is set up, the following steps will need to happen:

1. Settle any existing credit card batch (run an End of Day)
2. Create a new merchant account in Theatre Manager
3. Follow the steps to change your merchant provider

Then you can start using Paymentech Orbital.

If you have any questions directly related to your Orbital merchant account setup, please contact Orbital Technical Support at 1-866-645-1314. Contact Arts Management if you have questions about how to setup Theatre Manager to reference and authorize credit cards using your Orbital merchant account.

The Orbital Gateway Certified Connection for User ID and Password setup is obtained from Paymentech Orbital and is entered into the Setup --> System Tables --> Merchant Accounts window as below:

Software Type

The following values are set on the software type tab per the diagram below:

• Set the server software to be Paymentech Orbital
• The merchant provider will automatically be set for you
• The PNS number is provided by Paymentech and will need to go into the PNS/Merchant number field - enter in the PNS# (not the merchant number) for your Orbital account. It is typically 12 digits long and generally starts with 720000

Connection Info

The following entries are set on the Connection Info tab per the diagram below:

• User/Server ID - provided by Paymentech and is the user ID for the Certified Connection gateway, not to the Orbital Virtual Terminal (they are not the same thing - the Orbital Virtual Terminal is the online interface).
• Password - provided by Paymentech and is the password for the Certified Connection gateway. It is also not the password for the Orbital Virtual Terminal.
• Primary URL - is always orbital1.chasepaymentech.com/Authorize
• Secondary URL - is always orbital2.chasepaymentech.com/Authorize
• Port - is always 443
• Terminal ID - provided by Paymentech and is usually 001
• BIN number - provided by Paymentech and is always 000002 for North American credit card processing.

Merchant Profiles

The following entries are set on the Profiles tab per the diagram below:

• Enable Profiles - set to Active if Merchant Profiles will be used.
• Profiles API Login Key - not required. Paymentech Orbital uses the same connection information from the Connection Info tab.
• Profiles API URL - not required. Paymentech Orbital uses the same connection information from the Connection Info tab.

• To assign employees to this merchant account, click on the Employee tab and find the employees to assign. In a multi-merchant setup situation, drag those employees that should use this merchant account by default from the same employee tab in another merchant record. While some employees may have permission to use multiple merchant accounts, viewing their name here shows the default merchant account assigned to them for charging cards. If the employee is able to use another merchant account, they will need to select it on the payment window.
• Click on the Card tab to select which credit card payment methods are associated with this merchant account.

  If you need to have multiple merchant accounts and both are to take Visa (for example), you will need two Visa payment methods and assign one of them to each merchant account.

Any future dated 'post dated payments' associated with the card you drag to another merchant provider will automatically be reassigned to authorize on the new merchant provider card network.

The Orbital Virtual Terminal requires:

• User ID - provided by Paymentech and is the user ID for the Orbital Virtual Terminal gateway.
• Password - provided by Paymentech and is the password for the Orbital Virtual Terminal gateway
• Orbital Virtual Terminal Gateway - is always accessed via a web browser through https://secure.paymentech.com/manager. This is used to verify current and past batches, look at transactions, generate reports and manage your Orbital Gateway account.

All users of the Orbital Virtual Terminal in conjunction with Theatre Manager are encouraged to download the Virtual Terminal Users Manual directly from Chase Paymentech. There is also a Virtual Terminal Quick Reference Guide available from the same site.

• User ID - provided by Paymentech and is the user ID for the Orbital Virtual Terminal gateway.
• Password - you created after your initial access/activation for the Orbital Virtual Terminal gateway
• Orbital Virtual Terminal Gateway - is always accessed via a web browser through https://secure.paymentech.com/manager.

  This is used to verify current and past batches, look at transactions, generate reports and manage your Orbital Gateway account.

1. Log into your Virtual Terminal Account and from the Tab selection at the top click on Admin, then General Admin from the drop-down menu as shown in the following image.

   

2. The following setting window will appear.

   Note the Auto Settle Section of the settings.

   

3. Make sure the Auto Settle Time is set to NONE.

   

• Find yourself in the database or create a new patron that is yourself
• Create a new order and attempt to buy a ticket
• On the payment window, select the credit card you want to use and do a test authorization
• If you get an authorization with a message indicating AVS match and/or CVV2 match, then the setup is correct
• Log in to your Orbital Virtual terminal account and view the batch to see that your transaction is there
• In Theatre Manager, void the credit card payment and then confirm in the Orbital Virtual Terminal that the charge is marked as void

Trouble Shooting

If you get a response that looks like it is HTML or XML and indicates that it was not authorized, then your user ID/password is probably wrong (please verify), or Paymentech set up the account to require a specific IP. Contact your Paymentech representative and tell them of the issue so that they can correct it. They may put you in touch with the Gateway people. You can inform the Paymentech Gateway support staff that you need to be able to authorize via user ID and password (per their standard setup instructions for Theatre Manager).

Availability of Settled Batches

Chase Paymentech send out a bulletin in May 2015:

Beginning June 29, 2015, we’re changing the Orbital Batch Data Retention Policy for our Orbital Batch subscribers. This change is intended to increase data security as well as reduce the operational burden of maintaining authorization response files on our redundant servers.

QUICK SUMMARY:

1. Effective June 29 2015, Orbital Batch response files will be available for download for seven days
2. This change increases security and reduces operational burdens
3. After seven days, files can only be retrieved by the Partner Relationship Management team

For More Information: Contact the Partner Relationship Management Team at 888.818.5128, option 4 or via e-mail at IntegratorSupport@ChasePaymentech.com.