Worldpay: Setup

Use this section to guide you through setting up Worldpay as a payment option in IntelliDealer.

Prerequisites

Required from Worldpay:

  • Each location must be assigned an Account Id, Account Token, and one or more Acceptor Ids; an IntelliDealer Acceptor ID for your main store, and if you are using MyDealer, a MyDealer Acceptor Id as an e-commerce store.

    Warning: If you try to use your main store IntelliDealer Acceptor Id as a MyDealer Acceptor Id, you risk being penalized, losing your ability to process credit card transactions, and having charge backs happen.

  • Credit Card devices, such as the Verifone MX915, are supplied by Worldpay and NOT VitalEdge.

  • Each credit card device must be assigned a terminal ID.

Required by IntelliDealer:

  • Feature 6272 is enabled.

Set Worldpay as the Cash Code

For each location, create or change your desired agency/cash code to be Worldpay.

  1. Within IntelliDealer, navigate to Configuration > General Ledger > Accounts Receivable > Cash Codes.

  2. Search for your location, and open the entry for edit.

  3. Modify the entry with these details:

    • Set the Agency to Worldpay.

    • Edit the Description.

    • Scroll down until you see the Offer Partial Payment checkbox.

      • If checked then partial payment will be available, if all the other settings are completed correctly.

      • If unchecked then partial payment/authorization is disabled for that location and any credit card that cannot be approved for the full amount will be declined.

    • Enter the assigned Account ID, Account Token, IntelliDealer Acceptor ID, MyDealer Acceptor ID, and Terminal Id. These are all provided by Worldpay.

  4. Save your changes.

Set Worldpay as the Cash Code for MyDealer Customers

For each customer, create or change the default agency/cash code to be Worldpay.

  1. Within IntelliDealer, navigate to Customer Care > CRM > Customer Profile, open the desired Customer Profile, and open the A/R Agency tab.

  2. If it isn't already listed, add the Worldpay cash code, and ensure you select the Default Agency checkbox. You can set the other fields as required.

  3. Save your changes.

MyDealer Payment on Account (Hosted Payments Premium)

Use this procedure when customers pay outstanding accounts receivable invoices in MyDealer using Worldpay credit card or ACH (payment on account). This flow uses Worldpay Hosted Payments Premium in an embedded hosted portal, similar to other MyDealer hosted payment integrations.

When a customer uses Pay Selected or Lump Sum Payment in MyDealer, IntelliDealer opens the Worldpay hosted portal when Worldpay is the selected processor. The customer can pay by credit card or ACH (when enabled for the contact). Available payment types depend on the contact's Allow Payments on Account setting and which processors are licensed and configured.

Worldpay ACH payment on account through Hosted Payments Premium is available in the United States only.

When Allow Surcharging for Fee Assist is enabled on the Worldpay cash code, surcharging is not offered for MyDealer payment on account credit card payments. Surcharging remains available for parts and other eligible Worldpay transactions. See Worldpay: Surcharging using Fee Assist.

Prerequisites:  

  1. Navigate to Configuration > General Ledger > Accounts Receivable > Cash Codes.

  2. For each location that accepts MyDealer payment on account, open the Worldpay cash code.

  3. Select Use Enhanced Portal For MyDealer (required for invoice payments).

    See Accounts Receivable - Cash Codes: WorldPay.

  4. Click Save and Close.

  5. On each MyDealer contact that pays invoices online, enable Allow Payments on Account on the contact MyDealer tab and assign the Worldpay cash code on the customer A/R Agency tab when Worldpay is the processor for that customer.

Setup for use in Canada

In Canada, dealers can use either the Ingenico Link 2500 or Lane 3000 in Canada.

Note:  All devices for Canada do not support signature capture.

Prerequisite: Complete the setup described above.

  1. Navigate to Configuration > Miscellaneous > Other > System Settings, then click the Company tab.

  2. Set Company Location to Canada.

  3. Click Save Changes.

Making French the Default Language

To change the default language of the device to be in French, you must set the Language code to French and have updated the language values to match.

To set the Language Code:

  1. Navigate to Configuration > Miscellaneous > Other > System Settings, and click the Location tab.

  2. Set the Language Code to French.

  3. Click Save Changes.

To update the language values:

  1. Download a copy of the French Language CSV file, and save it to a location you can access from within IntelliDealer.

  2. Navigate to Administration > Settings > Language Maintenance.

    The Language Maintenance screen opens.

  3. Select your French tab.

  4. Click Import from CSV.

  5. Click Choose File and select your copy of the French language CSV file.

  6. Click Import.

    The language keys in the CSV file are loaded into IntelliDealer.

  7. Review the listed language keys, and make corrections if required.

  8. When you are satisfied, click Update all Keys.

Register Credit Card Devices

After you have entered the Cash Code configuration, you can register the credit card devices, such as Verifone MX915, with IntelliDealer.

Note:  Credit card devices for Worldpay are location-specific.

  1. Within IntelliDealer, navigate to Configuration > Interfaces > IntelliDealer > Credit Card Devices.

  2. Click Create.

  3. Enter the desired data. See Credit Card Devices.

  4. For Device, choose Worldpay Devices.

  5. In the Lane field assign the device a lane number.

    You have the option to use an existing lane. If you have previously set this up and would like to tie this user or device to an existing lane, check Use Existing Lane and enter the lane number in the Lane box.

    If this device has never been configured in IntelliDealer, assign it a lane number from 1 to 9998.

  6. Enter the activation code that will be displayed on your device.

  7. If your device is a Verifone MX915 or Ingenico Lane 7000 select the Device supports signature capture checkbox, otherwise leave it unchecked (the default).

  8. Click Save and Close.

    While saving, you should see the device performing updates. Wait for them to complete, which takes several minutes per device. When it is complete, the device should say something similar to "Welcome to IntelliDealer! Lane: DEVICENAME - LANENUMBER". DEVICENAME and LANENUMBER will match what you keyed into the device.

    "Welcome to IntelliDealer!" and "Lane" are in language configuration and can be customized. The device name - number cannot be changed.

  9. When device updates are complete, perform a test by clicking the Test button. This will make the device ask for a signature. You can also perform a lane status. This performs a query to Worldpay and gets the status of the device that has been reported to Worldpay.

Enabling Worldpay Portal

This feature allows a user to enter the credit card information into a window that is hosted by Worldpay and for IntelliDealer to recognize the transaction. It does not require the use of a physical device to provide this functionality.

To use this feature, you must have Worldpay setup as described above. For each user or group that requires the Worldpay Portal feature, enable switch 995 - User Security, Allow Access to Worldpay Portal. The user(s) that were given access must sign out of IntelliDealer and then sign back in for the changes to take effect.

For usage instructions see: Worldpay Portal Usage.

Authorizing Ditch Witch Underground Advantage

If you are a Ditch Witch dealer accepting Ditch Witch Underground Advantage payment cards at the counter and you chose to implement Worldpay, then you must get your new merchant numbers authorized by BMO bank. This is because the Ditch Witch Underground Advantage program is on a closed loop network, meaning the cards only work when the transaction is processed through an authorized terminal.

You must forward the Worldpay merchant Ids to BMO for each new terminal that processes credit cards at all your locations. The bank can take several days to process the merchant Ids. If the merchant Ids are not authorized by the bank, you will receive the error: "Not an authorized Vendor".

Feature: 6272

Security: 995 - User Security, Allow Access to Worldpay Portal

Revision: 2026.10