Add processing codes and transaction types
Differences from using API endpoints
- When using Control Center, you can add a transaction type only together with one processing code. If you need to link a processing code to multiple transaction types, you must use the Payment configurations API.
- When adding a transaction type, Control Center automatically creates a corresponding reversal processing code and transaction type for you, which is used when undoing the operation. However, when using the API endpoints, the platform does not add a reversal code unless you specify one.
For more information about how the Pismo platform handles payments flows, refer to Payments configurations.
To add processing codes and transaction types:
- From the main menu, select Setup > Financial.
- On the Financial setup screen, select Create.
- On the Create processing code screen, select the type of balance impact for the transaction (Debit, Credit, or Zero balance).
- Define the operation type of the processing code. Normal is the default value. Hold funds is used when there is an operation to block/unblock or release/transfer funds. For more information, refer to Hold funds.
- Choose whether or not the operation should be validated against an acquirer external to the Pismo platform (Yes or No).
- Enter a name and ID for the new processing code and its corresponding reversal and select Next.
- (Optional) On the Create transaction type screen, define the attribute of the transaction type.
Note: This option is available only if you selected Zero balance on the previous screen.
- Choose whether or not the transaction type has a balance impact.
- Enter a name and ID for the new transaction type and its corresponding reversal and select Next.
- On the Transaction flow screen, select a key to define the link type:
- Principal amount
- Installment amount
- Contract amount
- Custom key (use any custom amount, such as fees, taxes, or other charge)
For more information about this option, refer to Transaction flows.
- Select Next.
- On the Review screen, verify that the information you provided is correct and select Finish.
Updated 16 days ago