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Checkout Configuration

The payment form is the customer's checkout experience. It consists of either a series of pages or as a single checkout page in which the customer enters or reviews information before submitting a transaction. Select the fields that you want displayed on the single checkout page or on each page of the multi-step checkout process: billing, shipping, payment, and order review.

Configuring the Payment Form

  1. In the left navigation panel, choose
    Payment Configuration >
    Secure Acceptance
     Settings
    . The
    Secure Acceptance
     Settings page appears.
  2. Choose a profile. The General Settings page appears.
  3. Click
    Payment Form
    . The Payment Form page appears.
  4. Choose the payment form flow:
    • Multi-step payment form
      —the checkout process consists of a sequence of pages on which the customer enters or reviews information before submitting a transaction. The default sequence is payment selection (if multiple payment methods are enabled), billing, shipping, payment, review, and receipt.
    • Single page form
      —the checkout process consists of one page on which the customer enters or reviews information before submitting a transaction.

    ADDITIONAL INFORMATION

    Do not click
    Save
     until you have selected the billing or shipping fields, or both.
  5. Check
    Display the total tax amount in each step of the checkout process
    .

    ADDITIONAL INFORMATION

    The total tax amount must be included in each transaction. Calculate and include the total tax amount in the
    tax_amount
     field.
    Do not click
    Save
     until you have selected the billing or shipping fields, or both.
  6. Click
    Save
    .

Configuring Billing Information Fields

Select the billing information fields that your merchant provider requires. If the billing country is U.S. or Canada, you can select the state code field as a required field.
Cybersource
 recommends that if the billing country is U.S. or Canada, the state code and the postal code fields be selected as required. If the billing country is located in the rest of the world, you can also select the state code field as a required field.
Select the customer billing information fields that you want displayed on
Secure Acceptance
. If these fields are captured at an earlier stage of the order process (for example on your website), they can be passed into
Secure Acceptance
 as hidden form fields. See Request Fields. You can shorten the checkout process by not selecting billing information.
  1. In the left navigation panel, choose
    Payment Configuration >
    Secure Acceptance
     Settings
    . The
    Secure Acceptance
     Settings page appears.
  2. Choose a profile. The General Settings page appears.
  3. Click
    Payment Form
    . The Payment Form page appears.
  4. Check
    Billing Information
    . The billing information fields appear.
  5. Check the billing information fields that your merchant provider requires. The options for each field are:
    • Display: the customer can view the information displayed in this field. Choose this option if you want to pre-populate the billing information fields when the
      Secure Acceptance
       Hosted Checkout
       is rendered—these fields must be passed into
      Secure Acceptance
       as hidden form fields.
    • Edit: the customer can view and edit the billing information on the
      Secure Acceptance
       Hosted Checkout
      . When you select this option, the display option is automatically selected.
    • Require: the customer is required to enter the billing information on the
      Secure Acceptance
       Hosted Checkout
       before they submit the transaction. When you select this option, all other options are automatically selected.

    ADDITIONAL INFORMATION

    Do not click
    Save
     until you have selected the billing and order review fields.
  6. Indicate whether to mask sensitive fields.
  7. Click
    Save
    .

Configuring Shipping Information Fields

Select the shipping information fields that your merchant provider requires.
Select the customer shipping information fields that you want displayed on
Secure Acceptance
. These fields are optional. If you do not add these fields, the shipping information step is removed from
Secure Acceptance
. If these fields are captured at an earlier stage of the order process (for example, on your website), they can be passed into
Secure Acceptance
 as hidden form fields. See Request Fields. You can shorten the checkout process by not selecting shipping information.
  1. In the left navigation panel, choose
    Payment Configuration >
    Secure Acceptance
     Settings
    . The
    Secure Acceptance
     Settings page appears.
  2. Choose a profile. The General Settings page appears.
  3. Click
    Payment Form
    . The Payment Form page appears.
  4. Check
    Shipping Information
    .
  5. Check the shipping information fields that your merchant provider requires. The options for each field are:
    • Display: the customer can view the information displayed in this field. Choose this option if you want to pre-populate the shipping information fields when the
      Secure Acceptance
       Hosted Checkout
       is rendered—these fields must be passed into
      Secure Acceptance
       as hidden form fields.
    • Edit: the customer can view and edit the shipping information on the
      Secure Acceptance
       Hosted Checkout
      . When you select this option, the display option is automatically selected.
    • Require: the customer is required to enter the shipping information on the
      Secure Acceptance
       Hosted Checkout
       before they submit the transaction. When you select this option, all other options are automatically selected.

    ADDITIONAL INFORMATION

    Do not click
    Save
     until you have selected the shipping and order review fields.
  6. Indicate whether to mask sensitive fields.
  7. Click
    Save
    .

Configuring ACH Information Fields

Select the ACH account information fields that your merchant provider requires.
Select the customer ACh account information fields that you want displayed on
Secure Acceptance
.
  1. In the left navigation panel, choose
    Payment Configuration >
    Secure Acceptance
     Settings
    . The
    Secure Acceptance
     Settings page appears.
  2. Choose a profile. The General Settings page appears.
  3. Click
    Payment Form
    . The Payment Form page appears.
  4. Check the ACH account information to be included in
    Secure Acceptance
    . The options for each field are:
    • Display: The customer can view the information displayed in this field. Choose this option if you want to pre-populate the ACH information fields when the
      Secure Acceptance
       Hosted Checkout
       is rendered.
    • Edit: The customer can view and edit the ACH information on the
      Secure Acceptance
       Hosted Checkout
      . When you select this option, the display option is automatically selected.
    • Require: The customer is required to enter the ACH information on the
      Secure Acceptance
       Hosted Checkout
       before they submit the transaction. When you select this option, all other options are automatically selected.
  5. Indicate whether to mask sensitive fields.
  6. Click
    Save
    .

Configuring Order Review Details

Select the fields that you want displayed on the Order Review page of
the
Secure Acceptance
 checkout
. The customer reviews this information before submitting a transaction.
  1. In the left navigation panel, choose
    Payment Configuration >
    Secure Acceptance
     Settings
    . The
    Secure Acceptance
     Settings page appears.
  2. Choose a profile. The General Settings page appears.
  3. Click
    Payment Form
    . The Payment Form page appears.
  4. Check the fields that you want displayed on the Order Review page of
    Secure Acceptance
     Hosted Checkout
    . The options for each field are:
    • Display: the customer can view the information contained in this field. Available only for billing and shipping information.
    • Edit: the customer can view and edit the information contained in this field.
  5. Click
    Save
    .