This article is a step by step breakdown on how to do OpenEdge integration with the system for online payments.
Step 1
You will need to contact OpenEdge customer support at https://www.openedgepayment.com/ to allow integration with HQ Rental Software. You can contact them through the two places highlighted in orange in the picture below. This might take a while depending on their availability.
Step 2
When you get in contact with a representative from OpenEdge, request from them the authorization tokens that you will need for the OpenEdge integration. It will be 3 items which are XWeb ID, Terminal ID, and Auth Key.
Step 3
Once you have the 3 required tokens, create a new payment gateway. You can do this by going to HQ Rental Software and click on Settings > Payment Gateways > Gateways > Add Gateways located on the top right of the page, highlighted in orange in the picture below and click on OpenEdge.
Step 4
Fill in the necessary details which would be Label, Supported Currencies, XWeb ID, Terminal ID, and Auth Key. The authentication tokens were obtained in Step 2. Make sure the radio box in Test Mode is set to Yes if you are testing the payment gateway. You can also fill up the Website section in this form. Next, click on the blue “Save” button highlighted in orange in the picture below once you are done.
Step 5
If your company supports multiple currencies, you would need to complete this step, if not, skip to step 6.
Click back on the payment gateway you have just created. Next, navigate to the method tab, highlighted in orange in the picture below.
For every currency that you support, you would have to create a new payment method. Firstly, click the blue “Add” button at the top right of the page, highlighted in orange in the picture below.
Next, a new window will pop up, select the payment method, in this case, is Credit Card and click the blue “Save” button, highlighted in orange in the picture below.
Lastly, a new row will appear, in the currency dropdown list, select the currency that you are supporting and click on the blue “Save” button, highlighted in orange in the picture below once you have finished.
Step 6
Next, you will need to select OpenEdge as the supported payment for your brand. Head to Settings > Fleet > Company Brands and select the brand that you want to use the OpenEdge integration with. Scroll down till you reach the Financial Specifications category and under Supported Payment Gateways, add in the created OpenEdge gateway and click on the blue “Save” button at the bottom of the page to conclude the setup.
For more information about Payment Gateways, click on this link here.