Subscribe Configuration Guide Introduction

Vindicia Subscribe serves as a cloud-based subscription management platform providing a comprehensive billing and recurring payment solution. Vindicia’s merchants can use different features of the product based on the agreed contract and configuration of the system as well as integrate with other Vindicia components.

Purpose of This Guide

Vindicia Configuration Guide introduces Vindicia employees to the configuration mechanisms available to them. It provides instructions and considerations when setting up a system or feature for a merchant. At this stage, the guide serves as an internal training and deployment tool. In the future, some of these configuration settings may be available to merchants and then training will be available to them Important: When setting up the system, configuration should be defined as per the merchant requests as provided in the Merchant Account Configuration (MAC) document, Onboarding doc, SOW and other merchant inputs. Vindicia Merchant Configuration and Merchant Options serve as the general configuration for any merchant. The interface is in Subscribe Merchant Portal 1.0 and available to Vindicia internal admins only. Merchant configuration is used to define and customize the working environment for your merchants. Options include settings as varied as the payment providers they use, the users allowed to access the portal, a merchant email notification settings, and their auto updater frequency setting. The platform uses different mechanism to define behaviors and functionality such as:

Although these are different methods, they function holistically to allow us to configure the system as requested by the merchant without requiring code changes. Settings are edited separately in Staging and Production environments and are not copied over from one to the other. Currently the UI merchant options settings are listed in a random order. Use the following main areas to understand how to configure the different settings and consider any conflicts. Note: Part of the settings described in this book are required and others are optional.

Subscribe Area	Required/Optional	Type	Description
General Merchant and system parameters	Required	Settings	These are mainly informative definitions about the merchant such as name, type, and soap user
Payment Processing	Required	Settings, routing rules, Name-Value Pairs and Credentials	Definitions of the payment providers in use by the merchant, and definition on what transactions are routed to each payment provider (Routing rules).
Chargeback	Optional - Strongly recommended	Settings, credentials	Definition of the credentials required to process chargeback feeds and additional chargebacks settings
Retry Policy	Required	Settings	Will define the retry policy for failed transactions.
Account Updater	Optional	Settings +Credentials	Definition of the policies related to account updater such as the frequency of utilization and the policy for closed account results
Fraud Management settings	Optional	Settings + Credentials
Tax vendors	Optional	Settings and Credentials (for non-white label customers only)	Definitions of the tax vendor in use, tax related policy and configuration.
Push Notifications	Optional - Strongly recommended	Settings + credentials	Allow to define the push classes that the merchant wants to receive and define the location to receive those messages
Invoicing Settings	Optional	Settings	Required only for merchants that uses Merchant Accepted Payment (MAP)
Customer Notifications & Emails Templates	Optional	Settings	Allow to define email templates for customer notifications for different events
Portal Users	Mandatory	Settings	Define the portal users and their roles and what system perform authentication for those
Feature settings	Optional
Deprecated	Optional		Settings no longer in Use

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Purpose of This Guide

​Purpose of This Guide

​What is Subscribe Configuration?

Purpose of This Guide

What is Subscribe Configuration?