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Set Up Global Payments

Set Up Global Payments

Once you’re fully onboarded with Global Payments, your Auction Flex account representative will provide you with the API keys needed to enable credit card processing.

  • First, navigate to Miscellaneous and select Settings & Options.
  • Go to Payments, then select Integrated Credit Card Processing.

Note: If you’re currently using Currency Pay, make sure to uncheck the “Use Currency Pay for invoices” box under the Currency Pay tab. This step is essential before you can start sending invoices through Global Payments.

  • The Global Payments tab in Settings & Options has been updated. You’ll now find separate sections for E-Commerce (HiBid), ACH (Checking), and Retail (Card Present) keys, along with a new tab specifically for Card Reader Devices.

Please note, the E-Commerce tab is where you’ll input the keys I send you for most cases, regardless of whether the PDF/email refers to e-commerce, MOTO, or retail. The retail keys may be the same as the e-commerce keys if they were set up simultaneously. However, if someone is already set up with e-commerce, they will likely receive a new set of keys for retail when they acquire a card reader.

Card Reader

Customers will need to contact Global Payments directly to purchase a card reader.

Once they receive the reader, they’ll need to add it under the Card Reader Devices tab, where five fields must be filled out to complete the setup.

  1. Description: a name for the device

Device ID: they will likely have this in their documentation but it can also be found in the device itself

3. Device Type:

a. For US customers this will be Genius

b. For Canadian customers it will be Tetra Lane 3000

4. Receipt Clerk ID: this can be anything you want

5. Retail Account: select the Retail account that was created on the Retail tab

This card reader is not plugged into the computer, but rather it has its own ethernet cable that plugs directly into a router. This means multiple workstations can use the same card reader. The bidder will be presented with a screen showing the amount being charged before tapping/swiping/entering their card to be sure they are on the correct transaction.

Once you’re fully set up, you’ll receive an email with your onboarding information, including three keys that need to be entered. While the order of these keys may look slightly different on the PDF from Global Payments, the names will match up for easy input.

If your organization has also signed up for ACH (eCheck) transactions, you’ll receive separate keys for those. Just be sure to enter the keys under the Global Pay tab, rather than the Integrated CC Processing tab.

Payment Invoices: Restricting Card Testers (IMPORTANT UPDATE)

This update is crucial and may impact your bidders—please read carefully.

In AuctionFlex Legacy with Global Payments invoices, we’ve introduced a restriction to prevent potential fraud from card testers. If a bidder fails to complete payment on a Global Payments invoice after 10 attempts, the invoice will automatically lock to prevent further attempts.

While we believe 10 attempts is a fair limit, there may be occasions where a legitimate bidder accidentally reaches this threshold and gets locked out.

Here’s how this works:

  1. After the 10th failed attempt, you will receive an email notifying you of the locked invoice and the bidder involved. This allows you to follow up with the bidder to resolve the issue.
  2. To resolve the situation, you can:
    • Accept payment over the phone
    • Take payment in person (cash, check)
    • Delete the locked invoice and send a new one.

If a bidder contacts you about being locked out of an invoice:
Advise them to delete the locked invoice and create a new one. You may need to assist the bidder in completing the payment successfully.

Important Note:
When a transaction fails normally, the system will display a “Transaction Declined” message. However, if the bidder reaches the 10-attempt limit, they will see a “Too many declines” error, indicating that the invoice is locked.

Global Payments Tips & Tricks

Partial Refunds

To correct an invoice on the same day as the original transaction, do not issue a partial refund. Instead, void or fully refund the transaction, adjust the invoice, and then process the card for the new amount. For corrections on the following day or later, a partial refund is appropriate.

Global Payments Invoices

When you check the “Use Global Payments Invoices” box, a “Global Payments – Credit Card” payment type is added automatically. Do not delete this payment type. Deleting it will result in errors when processing refunds or creating Global Payments invoices.

Fix for Refunds Without GP Invoice Object Error – Some customers have encountered an “Object Object” error when attempting to process refunds, caused by a missing referenced GP invoice. This issue typically occurs when batch processing settlements before all lots have been fully clerked. To prevent this, we’ve added a new safeguard: if you try to batch process before all lots are clerked, you’ll now see a helpful message guiding you to complete the clerking process first. This ensures that GP invoices are properly generated and linked, so refunds can be processed smoothly without errors.