Project Details

Parameter Name	Description	Necessity for creation
Status	Shows whether Project is enabled or disabled. Can be changed later.	Required
Manager	Shows to which exact manager this project is linked. CANNOT be changed later.	Required
Manager rate plan	Allows to set manager rate plan. Can be changed later.	Required
Description	Shows Project description. Can be changed later.	Optional
Reseller rate plan	Allows to set reseller rate plan if reseller is selected. Can be changed later.	Optional
Payment form template	Allows to add payment form which will be displayed after initiating the transaction.	Optional
Wait form template	Allows to add wait form which will be displayed until transaction reaches the final status.	Optional
Finish form template	Allows to add finish form which will be displayed after transaction reaches the final status.	Optional
Tags	Shows the tag of the Project. While searching Projects by tag, all Project with the same tag will be shown. Can be changed later.	Optional
Loyalty service	Shows which external loyalty service is selected. Can be changed later.	Optional
Min transaction amount	Possible to set any minimal amount which be passed through the project. Can be changed later.	Optional
Max transaction amount	Possible to set any maximum amount which be passed through the project. Can be changed later.	Optional
Enable auto capture	Enables automatic capture.	Optional
Auto capture period (hours)	Sets the time in hours, after which preauthorized amount will be automatically captured.	Optional
Message server	Allows to select message server.	Optional
Returning customer approve sessions count	Shows after how many transactions with final status approved, customer will be considered as returning for the project.	Optional
Client definition	Shows by which criteria customer will be counted as new or returning for the project.	Optional

Hold Pre-auth until capture settings

This section allows you to configure limits for preauth transactions before capture stage. Once the set limits are reached, subsequent preauth transactions are automatically held in processing status.

Operating mode

The Operating mode defines the scope of the limits. You can choose between PROJECT and MERCHANT.

• PROJECT - Limits are calculated across the entire project.

• MERCHANT - Limits are applied individually per merchant.

Preauth live time, quantity limit, amount

Preauth live time - The duration (in hours) after which the blocking period expires. Once this time passes, new pre-auth transactions will resume processing normally.

Quantity limit - The maximum number of preauth transactions allowed to pass. Once reached, new transactions will enter processing status until manually declined or the limit resets.

Amount - The maximum total volume (sum) of preauth transactions allowed. Any transaction that causes the amount to exceed this value will remain in processing status.

Note

All the transaction that surpassed limit will receive status after limit duration passes.