Gateway Transition

 

Recurring payments reconciliation will temporarily occur on two gateways

After the transition, if you use recurring payments, you will need to reconcile recurring batches against both the Merchant Partners gateway and the Bluefin gateway until all of your Auto Pay members either update their profile or exhaust their two “grace” payments. This is due to a grace period for processing Auto Pay following the gateway transition designed to prevent disruption.

  • Until all of your Auto Pay members either update their profile or exhaust their two “grace” payments, you will still have some recurring payments that process through the Merchant Partners gateway. All other payments will process through Bluefin.
  • The Recurring Payments Edit screen will display the gateway (“MerchantTransact Gateway” or “CivicPay”) associated with the saved payment profile for each account, and payments will automatically be sent to the appropriate gateway for processing.
  • The Transaction Report will indicate which gateway each payment was processed through in the “Payment Provider Key” field. You can filter on this column to identify and create a report of payments processed through the old gateway.
  • Settlement is handled by the gateway that processed the payment, so you’ll see separate settlement batches for these payments.

 

The statements / invoices you receive for payment processing services will change

Please refer to this Email Merge webinar for more information.

 

After the Gateway Transition you may want to close your EVO merchant account

You currently have an EVO credit card processing account for processing payments against the Merchant Partners gateway. After the Gateway Transition you may wish to close this account so that you are no longer billed the minimum account fees for the open account.

  • Once your final payment through EVO is settled you can begin this process.
    • If you do not offer Auto Pay, you will have completed all Merchant Partners payments as soon as the Gateway Transition occurs.
    • If you use recurring payments, Springbrook can assist you in determining when you have completed all Merchant Partners payments or assist you in ensuring no additional Merchant Partners payments could process.
  • To close the account please contact Springbrook support.

 

Please review these three topics to fully understand the Gateway Transition process:

What do I need to do to prepare for the Gateway Transition?

What happens after the Gateway Transition?

What changes for my back-office users? (Current topic)