Manage Virtual Terminal Custom Settings

Hierarchical Structure

The Blackthorn Payments | Virtual Terminal custom settings are hierarchical. This means you can apply custom settings at the organizational level for all users, for specific Salesforce users, or for users with specific profiles.

• Apply at the organizational level: click New above the “Default Organization Level Value” section.
  

• Apply for specific Salesforce users or users with specific profiles: Click New in the lower section.
  

Access Custom Settings

1. Navigate to Salesforce Setup.

2. In the Quick Find box, search for and click “Custom Settings.”

3. Click Manage next to the Blackthorn Payments | Virtual Terminal custom setting.

Spreedly / Cybersource

Custom Settings

Dynamically Displayed Settings

The following configurations for the BT Payments LWC Virtual Terminal will by dynamically displayed.

Settings Applied at the (Global) Custom Setting Level

• If Hide Card Tab = "True" (checked), the card tab will be hidden.

• If Hide Card Tab = "False" (unchecked), the card tab will be shown.

Settings Applied at the Component Level

• If Hide Card Tab = "False" (unchecked) on both the component and global level settings, the card tab will be shown.

• If Hide Card Tab = False (unchecked) on the component level but Hide Card Tab = "True" (checked) on the global level, then the card tab will be hidden.

• If Hide Card Tab = "True" (checked) on both the component and global level settings, the card tab will be hidden.

Configurable Settings

• Default New Payment Method: Sets the "New Payment Method" option as the default option on the Action menu.

• Disable Amount: Prevents users from populating the Amount field in the Virtual Terminal.

• Disable New Charge: Removes the “New Single Charge" option from the Action menu.

• Disable Payment Gateway: When enabled, this setting renders the Payment Gateway field as Read-Only. Note: The Payment Gateway field is only visible in orgs with multiple Payment Gateways.

• Disable Payment Method Filter: When this is checked all the Payment Methods are loaded regardless of the Contact/Account set in the Virtual Terminal. This setting takes sharing rules into consideration. If a user does not have access to a Payment Method, they will not see it as an option in Virtual Terminal.

• Disable Related To: Makes the Related To field read-only.

• Hide Parent: Removes the Parent Object field from the Virtual Terminal.

• Hide Process Type: Sets the Process Type selection to "Capture Now" and removes the picklist from the Virtual Terminal.

• Hide Related To: Removes the Related To field from the Virtual Terminal.

• Payment Method Success Message: When a value is added to this setting, the value is used as the text in the success message box that appears when a Payment Method is created in the Virtual Terminal.

• Related To Default Object: The object added to this field (Contact, Account, or Lead) will be the object that displays first in the Related To field on the Virtual Terminal.

• Show Address: Exposes additional fields to capture a full billing address when adding new Payment Methods.

• Transaction Success Message: When a value is added to this setting, the value is used as the text in the success message box that appears when a Transaction is captured in the Virtual Terminal.

Payment Option Features

Admins can control whether users see the ACH (Bank) and/or Card payment options on the Virtual Terminal’s New Payment Method screen.

Disable New Payment Methods
The Disable New Payment Method setting can remove the “New Payment Method” option from the Action menu.

When the Disable New Payment Method custom setting is set to “True” (checked) and either the Hide Card Tab or Hide Bank Tab is set to “False” (unchecked), the “New Payment Method” action will be hidden from the top action bar, but it will still be visible in the payment method dropdown list.

If the Hide Card Tab or Hide Bank Tab custom settings are set to “True” (checked), all “New Payment Method” actions are disabled.

Hide the Bank Tab
The Hide Bank Tab custom setting is accessed via the Blackthorn Payments | Virtual Terminal custom settings or the BT Payments LWC Virtual Terminal component settings page.

• If Hide Bank Tab = “True” (enabled), the Bank tab will be hidden from the list of available Payment Method types when creating a Payment Method via the Virtual Terminal.

• If Hide Bank Tab = “False” (disabled), the Bank tab will be visible.

Hide the Card Tab
The Hide Card Tab custom setting is accessed via the Blackthorn Payments | Virtual Terminal custom settings or the BT Payments LWC Virtual Terminal component settings page.

• If Hide Card Tab = “True” (enabled), the Card tab will be hidden from the list of available Payment Method types when creating a Payment Method via the Virtual Terminal.

• If Hide Card Tab = “False” (disabled), the Card tab will be visible.

The Hide Card Tab setting can be applied to both versions of the Virtual Terminal.

CVC Optional Feature

The Make CVC Field Optional setting allows users to make the CVC field optional when adding a new credit card Payment Method in the Virtual Terminal. The default setting is for the CVC field to be required.

• If Make CVC Field Optional = “False”, the CVC field is required.

• If Make CVC Field Optional = “True”, the CVC field is optional when adding a Payment Method via the Virtual Terminal.

The CVC Optional feature can be applied to the LWC and Aura versions at both the global level via the Blackthorn Payments | Virtual Terminal custom setting and locally at the BT Payments LWC Virtual Terminal component level.