External Billing Configuration

External Billing is predominantly used by MarketONE when working with Subscribe. External Billing serves as a Payment Provider configuration, a routing rule configuration and also as an additional UI for credentials and other configuration settings. When using External Billing, Subscribe sends Charge and refund files to the merchant via SFTP. The Charge files contains renewal transactions for all existing customers who have an anniversary on that day. The refund files, send Refunds. When creating new merchants, a payment provider and an External Billing routing rule should be defined for the ExternalBilling configuration table to appear.

Parent topic:Payment Provider Specific Configuration

External Billing Merchant Setup Instructions

The following Instructions are written for Vindicia CTS and services delivery staff. To configure a merchant to use External Billing payment provider:

Merchant Payment Providers

In Subscribe Portal 1.0, using you’re admin account, go to Admin > Merchant Configurations.
Select the relevant Merchant from the drop-down list.
Click Edit Merchant Configurations.
Enter the Jira Ticket # for configuring your merchant payment setup.
Add External Billing to Merchant Payment Providers:
Payment Provider Name Account Number PP Type Active
ExternalBilling (1053) <blank> BRD(1) 0
1. Select ExternalBilling (1053) as the payment provider and click ADD.
2. Leave Account Number blank.
3. Set PP Type as BRD.
4. Set Active to 0.

Payment Provider Name	Account Number	PP Type	Active
ExternalBilling (1053)	<blank>	BRD(1)	0

Routing Rule

Add a Routing Rule for External Billing.
Ordinal Payment Provider Value Rule Method Active
0 ExternalBilling (1053) ExternalBilling default_method(1) 1
1. Select ExternalBilling (1053) as the payment provider and click ADD.
2. Add an Ordinal value of 0.
3. Enter Value of ExternalBilling..
4. Add a Rule Method value of default_method(1).
5. Set Active to 1.

Ordinal	Payment Provider	Value	Rule Method	Active
0	ExternalBilling (1053)	ExternalBilling	default_method(1)	1

Note: If a merchant account is set up with several payment providers, other rule methods should be used for each. See Configuration Method - Payment Providers Routing Rules for more details. Parent topic:External Billing Configuration

External Billing is predominantly used by MarketONE when working with Subscribe. When creating new merchants, a payment provider and an External Billing routing rule should be defined for the ExternalBilling configuration table to appear. See Merchant Setup details above . For more details on Routing rules, see Configuration Method - Payment Providers Routing Rules

Field	Description	Required and (default value)
Primary SFTP Server	The address of the SFTP site where charges and refund files will be located. It can be either an IP address or a domain	Yes (empty)
Secondary SFTP Server	The alternative site for sftp - in case the primary one is not accessible. The system will retry both addresses in alternation until we connect	No (optional)
SFTP Primary Port	The merchant-provided port of the SFTP site.	Yes (default is 22)
Login Name	The login name to use to connect to the SFTP server	Yes (empty)
Login Password	The password for server access.	No (we require either password or validation file access)
RSA File Location	The path to the location of the RSA validation fiIe. When identification is key-based, this file will be used. When identification is based on both password and validation file, this file will be used first.	No (depends whether password or validation file access is being used)
Charge & Refund Files Directory	The directory in which charge and refund files will be placed. Must be a writable location for the SFTP user (login).	Yes
Error Files Directory	The directory to check for error files. Must be a readable location for the SFTP user (login).	Yes
Time allowed for errors to be received	Number of whole days to allow before capturing payment. Must be at least one day longer than the Billing System processing interval. Best practice for daily processing: 3 days After this time, errors received will not be processed.	Yes (default is 3)
Immediate Activation of Subscriptions	If set to True, Subscriptions created with an ExternalBilling PaymentMethod will be immediately set to Active/Good Standing status and billing_state, respectively.Note: Creation of Subscriptions with an ExternalBilling PaymentMethod MUST either not define thevalidate_for_future_payment policy parameter or explicitly set it to `False`. If this is not defined correctly, immediate activation defined in this field will NOT work.	No (default set to `False`)
Exclude ZeroTransaction	Field allows merchants to choose whether the Transaction charges includes zero currency Transactions or excludes them. By default, zero transactions are included.	Default value is `0`(zero Transactions included). Use `1` to exclude zero transactions.
Parent topic:External Billing Configuration

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External Billing Configuration

External Billing Merchant Setup Instructions

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