Support online payments using Barclays ePDQ gateway

The following details are required to link your Barclays ePDQ account to your accessplanit platform:

• Merchant Name

• PSPID

• UserID

• Password

• Algorithm Type

• SHA-IN Pass Phrase

The username provided to these settings must be set up within your Barclays configurations as a 'Special User for API', which can be found within the ePDQ control panel > Configuration > Users

You will need to set the following URLs within your Barclays configuration settings:

Transaction Feedback/Post URL:
https://[yourplatformnamehere].accessplanit.com/accessplan/ipnhandler.axd

Allowed URL:
https://[yourplatformnamehere].accessplanit.com/accessplan/

Once you have collected the information needed for the integration, you are ready to add these to your accessplanit platform

1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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2. Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoicing and Payment Method settings

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3. Scroll down to the ‘Payment Methods’ section, here you should see a list of available payment methods for your system including Invoice, Cash, BACS and Card

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4. You should additionally see ‘Barclays’ as an option, if Barclays is not listed here please contact the accessplanit support team and they will enable this for you

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5. Check to enable Barclays as an available payment method

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6. Once you have enabled Barclays , scroll down to the dedicated Barclays ePDQ Details section of this page

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7. Enter your Barclays details
   
   

8. Click the ‘Update’ button at the bottom of the page to save your changes

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You will need to have a ePDQ - Essential Plus account with Barclays, if you already have an account and you're unsure if it is this type, you can call 0800 61 61 61 to find out and upgrade if necessary, state that you are already a merchant.

You will need to ensure that you have the following two options applied to your Barclays Account:

1. DirectLink (New Payments).

2. DirectLink (Maintenance).

3. D3D (Direct Link 3D).

4. DMT DirectLink (maintenance) - this is required if you would like to process refunds through your platform.

These can be enabled through the Barclays ePDQ website, by accessing Configurations > Accounts > Your Options.

Please note that there may be charges for these services.

Please follow the below document to complete the configuration of your Barclays account for use within your accessplanit platform (applicable from w/c 26th August):

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The payment option for Barclays ePDQ within Checkout uses a 'Redirect' approach, this means that that when your customers click to make a payment through your Checkout basket, they will be directed to a secure Barclays page to enter their card information,

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Your customer will then be directed back to your accessplanit Checkout basket when their payment is processed.

To support redirect payments and refunds for these payments, please log into your Barclays portal and check over the following settings:

1. Direct HTTP server-to-server request

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   1. Open the 'Configuration' menu along the top of the page

   2. Open the ‘Technical information’ sub-menu

   3. Open the ‘Transaction feedback’ sub-menu

   4. Scroll down to the ‘Direct HTTP server-to-server request’ options

      1. Set the option for ‘Timing of the request’ to ‘Online’

      2. Update the URL in both text boxes with https://yourplatformname.accessplanit.com/accessplan/ipnhandler.axd (please ensure you update ‘yourplatformname’ to the name of your accessplanit platform)

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2. Checks for Barclaycard Direct Link

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   1. Open the 'Configuration' menu along the top of the page

   2. Open the ‘Technical information’ sub-menu

   3. Open the 'Data and original verification' sub-menu

   4. Scroll down to the ‘Checks for Barclaycard Direct Link’ options

   5. Enter the IP Address of your accessplanit platform into the ‘IP address’ option
      Please note: if an IP Address is already included within here, and additional IP Address can be added using a semicolon to separate them.

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3. Default operation code

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   1. Open the 'Configuration' menu along the top of the page

   2. Open the ‘Technical information’ sub-menu

   3. Open the 'Global transaction parameters' sub-menu

   4. Scroll down to the ‘Default operation code’ option

      1. Set the option to ‘Sale’

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Yes, a Barclays account is required for this integration.

Payment gateways | Online Payments | Barclaycard Payments

Yes, any Barclays ePDQ transactions in your accessplanit platform can be refunded, please see our dedicated guides:

• Refund a payment on an Invoice

• Refunding a single line item on an Invoice

• Cancel a Delegate

Each Barclays ePDQ payment (and refund) is recorded in your platform as a ‘Transaction’.

There are several ways that you can view Transactions in your platform:

• For each Invoice, you can open it’s ‘Transactions’ page to see all of the transactions made on this Invoice only

• You can view all Transactions in a certain date range by adding a DataGrid gadget to your Dashboard and use the ‘Transactions’ module

• You can build a report to show you a summary of Transaction data using the ‘Transactions’ module within the Report Engine