Note:

Adobe will stop hosting existing sites on Business Catalyst on June 18th, 2019. Adobe encourages customers to download their data and migrate to other systems well before June 18th, 2019. For detailed how-to information and assistance, see the Business Catalyst FAQ.

If you have an existing site using offline processing, there are some changes to the workflow after the R177 release. The main changes to consider are:

  • It's necessary to set a new Offline payment password
  • Passphrases are now unique to each order. You can no longer use the one passphrase to access all secure PDFs.

To ensure that your site is correctly set up to receive offline processing orders, see below.

Manage offline processing settings

  1. Log in to the admin of your site, and select E-Commerce > Payment Gateways.

  2. You are prompted to set up an Offline processing password. Enter and confirm a new Offline payment password, then click Continue.

    Note:

    This password is specific to every site user. All site user that administer payments must set up an individual offline payment password.

  3. Click Setup Email Addresses and then enter the email addresses to receive the secure PDF containing the credit card details. Use semicolons between multiple email addresses.

    Example: sales@mysite.com;admin@mysite.com

Receive a new order

When a credit card payment is made on your site, an email containing a secure PDF is sent. This email is sent to the email addresses specified in Manage offline processing settings.

To retrieve the customer credit card details, follow the below steps:

  1. Open the customer order by doing one of the following:

    • Click the link provided in the email.
    • Log in to the admin of your site and search for the customer order by selecting CRM > Search.
  2. Expand the Offline payments section and click Show next to the Passphrase option.

    passphrase-show1
  3. Enter your OPP password set in step 2 of Manage offline processing settings and click Login.

  4. Copy the passphrase now displayed next to the passphrase option.

  5. Open the PDF from the initial email and enter the passphrase obtained in the previous step.

    Warning: Ensure that you have retrieved the customer details within 90 days of first viewing the passphrase. After this time, the passphrase is deleted from the system and no longer accessible.

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