We also integrate with Sage and TransFirst who act as merchant
Processing Credit Cards through Power Pet Sitter
Using your Power Pet Sitter account to charge client credit cards
What do I need to get started?
Step 1. Obtain a merchant account.
You have 3 options for obtaining a merchant account. We suggest shopping around
for a provider that can offer you the best rates.
a. TransFirst – We have an established relationship with TransFirst. They claim to
offer some of the lowest rates in the industry, and they are also recommended by
PSI. Follow this link for information about account set up with TransFirst:
b. Authorize.net – To integrate with authorize.net you would obtain a merchant
account that uses authorize.net as their payment processor. Your bank is a good
place to start when looking for a merchant account for this. You can use any
merchant account provider that you like, just remember that the merchant account
provider must use authorize.net as the payment processor to integrate with Power
Pet Sitter. One merchant provider that we have an established relationship with is
E-Online Data. Follow this link for information about account set up with E-Online
c. Sage – We integrate with Sage North America. http://na.sage.com/sagepayment-solutions . We do not currently integrate with international Sage accounts.
Step 2. Locate your connection keys
a. TransFirst – If you are set up with TransFirst, Power Pet Sitter will automatically
be provided the connection keys for you – you can skip to the next step.
b. Authorize.net - Inside of your authorize.net account you will need to locate your
API Login ID and Transaction Key for integration with PPS. Authorize.net has a
great video explaining where to locate this information in your authorize.net
system: http://www.authorize.net/videos/. The API Login ID and Transaction Key
video demo is the first video on the second row.
c. Sage - In your Sage account, you will need to locate your Virtual Terminal ID and
M Key for connecting to PPS.
Step 3. Save your API Login ID and Transaction Key in your PPS account.
Sign in to Power Pet Sitter. Enter the Business Tab – Settings Page. Scroll to the
bottom to the Payment Gateway section. Select the type of processor that you will
be using for integration. Click the edit button and enter the appropriate keys – then
click Save. If you sign up with TransFirst this will be completed for you by Power
I have my merchant account, now what?
Once you have the payment gateway information stored, then you can begin
charging your client’s credit cards.
You will charge your clients for a scheduled appointment from the CC tab or the
Manage Page. In the appointment Manage page, you will see a Charge button once
the appointment is Approved or Completed. The CC tab will also generate a list of
appointments for billing. This list is generated based on the following criteria
1. A scheduled appointment is Approved or Completed.
2. The list will default to show appointments from 90 days in the past, and with a
start date in the next 3 days.
3. The client has a credit card on file.
To bill the client for an appointment from the CC tab you will check the box next to
the listed appointment and click the Submit Checked Items button. You can submit
up to 5 items at a time for processing. Once you submit the items, you will have a
return message from authorize.net indicating the amount was billed to the client, or
if there was a decline for the client’s card.
Q: How do I give a refund or credit?
A: You must give refunds to a client’s credit card directly through your
authorize.net or TransFirst system. If you have Sage, you can refund through Power
For Authorize.net and Transfirst - If you charge a client’s credit card for an
appointment and then make changes to the appointment, such that the amount
owed by the client is less than what was billed initially – a credit will automatically
be applied to the client’s Power Pet Sitter account. If a client has a credit on their
account, this credit will be applied to the next appointment billed for a client. You
will see anyone with a credit balance in red in the CC tab and in the Manage page.
When you submit an item for processing, the credit balance will reduce the amount
charged to the client and the invoice will indicate a credit balance used.
For Sage - If you charge a client’s credit card for an appointment and then make
changes to the appointment, such that the amount owed by the client is less than
what was billed initially – a window will pop up asking you if you’d like to refund
the difference to the client’s credit card, or apply a credit to the POPS account. You
can then choose to refund the card, or apply the credit to the client account. When a
client has a credit on their account, this credit will be applied to the next
appointment billed for a client. You will see anyone with a credit balance in red in
the CC tab and in the Manage page. When you submit an item for processing, the
credit balance will reduce the amount charged to the client and the invoice will
indicate a credit balance used.
For all processing types, if you edit an appointment that has already been
charged and the total owed on the invoice is greater than what was initially billed to
the client … Power Pet Sitter will automatically charge the difference to the client.
Q: How do I accept cash or check payments?
A: You will accept cash or check payments in your QB account. There is not a
method for accepting cash or check payments inside of Power Pet Sitter. Locate the
invoice in your QB system, open the invoice and at the top of the invoice click on the
Receive Payment link to receive payment for the invoice.
Q: Do I have to use authorize.net … who should I get for my merchant account?
A: Authorize.net is one payment processor that PPS integrates with. PPS initiates
the credit card charge to authorize.net who processes the payment. Authorize.net
will then integrate with your merchant account to deliver the funds to you.
We have a relationship with E-online data that provides merchant account services,
and if you are interested you can check out their rates at www.eonlinedata.com/powerpetsitter.
Your merchant account provider should set up your authorize.net account for you
and give you the access information you need for that account.
We also integrate with Sage and TransFirst who act as merchant account providers.
Q: What is the Mark As Paid link in the CC tab?
A: If you have a regular CC client that will be paying with a Cash/Check or other
method for a scheduled invoice, you will use the “Mark As Paid” link inside the CC
tab to indicate to PPS that this invoice will not be charged by CC for this one
instance. Marking as paid will remove the appointment from your CC list, and
indicate in the PPS appointment that it has been paid.
Q: Will a credit card payment show up automatically in my QB account?
A: If you have Quickbooks Online integrated with your PPS account; the credit card
payment will be sent over to your QB account and applied to the invoice once it has
cleared from the QB Transaction queue.
Q: Authorize.net should-knows:
A: Remember to take your authorize.net account out of TEST MODE when you are
ready to begin live credit card processing! *If you do not remember, we can help
you just email us at [email protected]
If you attempt to process 2 appointments for credit card processing for the same
client, and for the same amount at the same time – then one of those charges will
decline. This is a security feature in place by authorize.net, they assume that this is
a mistake and will only put through 1 of the billings. If you wait 10 minutes and try
the second charge again, it will process.
Q: What is PCI Compliance?
A: PCI Compliance is an information security standard in place by the Payment Card
Industry Security Standards Council. It is a standard in place for organizations that
handle client credit, debit, ATM, pre-paid, and POS cards to increase security around
cardholder data, and to help reduce fraudulent activity.
Power Pet Sitter is PCI Compliant by Trustwave standards. If you are on the home
page of your Power Pet Sitter login page, you will see the green Trustwave logo at
the bottom of the page. You can click on this icon to show validation of our
compliance. You can also see this information from our marketing site home page at
the bottom of the page.
Q: Can I use Quickbooks Online to process credit card payments?
A: Quickbooks Online uses their own internal system for processing credit card
payments. You cannot integrate Quickbooks merchant services directly with Power
Pet Sitter. You can however use this method if you choose for billing your client’s
credit cards. The difference is that you will NOT store the client’s credit cards
numbers in the PPS profile on the PPS servers – you will need to store the numbers
in the QB profile, on their servers, which means you will need to contact your clients
directly to obtain and update their billing information. Credit card information will
not transmit from the PPS client record to the QB client record as a matter of
security. You will initiate credit card charges for an invoice from your QBOE
account and not your PPS account if you choose to use QB merchant services.