ENABLE THE APP PREFERENCE
Go to Edit > Setup > App Preferences and ensure the “EnableCloud9Pay” application preference is set to “True.” If it does not exist or is set to False, check with your system administrator and/or Cloud 9 Support to have it verified and/or added.
SETTING UP CLOUD 9 PAY
Select the Payment Account for Cloud 9 Pay as pictured here.
Note: This is only visible to admin accounts
From here, click the “+ Add” button.
SETTING UP A PAYMENT ACCOUNT
| Field | Data |
| Description | What the office will see and whatever they want to name it. IE: Marietta |
| User Name | Provided by BridgePay |
| Password | Provided by BridgePay |
| Merchant Code | Provided by BridgePay |
| Merchant Account Code | Provided by BridgePay |
| Base API URL | https://www.bridgepaynetsecuretest.com/ |
| ACH URL | https://ws.eps.profitstars.com/PV/TransactionReporting.asmx |
| EMV URL | https://pgc.bridgepaynetsecuretest.com |
| TokenPay Public Key | Provided by BridgePay |
| TokenPay Private Key | Provided by BridgePay |
| Entity ID | Provided by Jack Henry |
| Store ID | Provided by Jack Henry |
| Store Key | Provided by Jack Henry |
| Location ID | Provided by Jack Henry |
The above tables illustrate where to get the information to fill out this window.
- Description field is whatever the practice wants it to be.
- URL fields are universal and always the same.
- All other fields are provided by the listed sources.
VALIDATING
PRACTICE INFORMATION SETUP
Next, navigate to Edit > Practice Information, and select the Payment Processor tab.
Processor should be “Cloud 9 Pay.” POS will be the account you set up in “Payment Accounts - Cloud 9 Pay.”
Check the “Required CVV” and “Show Address” boxes as desired/required by your account.
NOTE: If you have Location-specific settings, they will take precedence over these Practice Info settings
LOCATION SETUP
Navigate to Edit > Setup > Locations.
Check the box next to the Location you wish to set up and click the “Edit” button.
Select the “Payment Processor” tab.
Select “Cloud 9 Pay” as the Processor, and the payment account you set up in “Payment Accounts - Cloud 9 Pay” as the POS. Check “Required CVV” and/or “Show Address” as desired/required by account.
EMV DEVICE SETUP
Once Cloud 9 Pay has been configured, a new setup item called “EMV Devices - Cloud 9 Pay” will be available.
From this screen, you can view the Devices and Locations they are attached to at a glance. To configure them, check the box next to the specific EMV device you wish to work with, and select the “Edit” button.
This feature allows an EMV device to travel between locations, letting a clinic use one device at multiple locations. Simply navigate to this setting and change the location associated with the device if you need to use it at a different location. Be sure to also change the associated merchant if the location uses a different payment account.
NOTE: The “Index” number will determine the order in which accounts are shown if multiple options are available.
YOU’RE ALL SET!
You can now process payments via Cloud 9 Pay at the configured locations.
For any additional questions regarding this process, Cloud 9 Support is happy to assist:
Phone: 1-800-394-6050 OPTION 2*
Email: cloud9support@planetdds.com