Payment Processing Module Quick Guide 

Payment Accounts

The first tab of the module lists the merchant accounts your business is using.  These are the accounts that each payment will be processed through.  Your business will have a Card Present account for tasting room sales and a Card Not Present account to process card on file transactions.   

If your business has multiple tasting rooms, you may have more than one Card Present Account.  If you need to verify which accounts are being used, consult this page.  

If you need to update your accounts, contact OrderPort for assistance.

Accepted Credit Cards

On this tab you can enable or disable which credit card types can be used at your business.  Check or uncheck the box, then click Save Changes.  

Accepted 

Payment Methods

This tab is where you can choose which payment methods you will accept on your webstore.  For example, you decide whether or not you want gift card as an available option.   You can also remove a payment option if it is no longer applicable.  This is also where you can choose which payment

methods will be available to wine club members.  

If you make any changes click the

SaveChanges button. Contact OrderPort if you have questions.

Payment Terms

This tab is where you set payment terms for Purchase Orders.  These terms refer to the period of time that the customer must complete the purchase.  When processing a PO transaction, you can decide which payment term applies. If you make a new payment term, make sure to click the 

Save New Term button.  You can also delete terms that are not needed.

Other Payment Methods

Other Payment methods are created as ways for customers to make non-monetary payments.  When you are checking out a customer, you will choose one of these payment methods instead of cash or credit card.

When you create an Other Payment method, you can also choose which order sources it will be available on.  As an example, Tour Bucks cannot be accepted on this business’ webstore.  

Card Present vs Card Not Present

Card Present Transactions are those processed on the Point of Sale Using the Card Readers. Each of your tasting rooms might have a different card not present account depending on how you set this up with your payment processour. 

Card Not Present Transactions include Keyed in transactions, eCommerce transactions, and Card on File Transactions. 

Payment Processing Module              

• For further information, contact the 

OrderPort Support team by phone at 206-464-1151 or by email at helpdesk@orderport.net