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CivicPlus Pay + CSG Forte for CivicRec

Clara Siegele
  • Updated:

Forte is one of the payment gateways supported by CivicPlus Pay. Provided below is information about the available features and how CivicPlus Pay and CSG Forte work with CivicRec.

 

Features  

Features List Available with CSG Forte?
ACH Yes
Cards on File Yes
EMV Yes
Supports Contactless Payments No
Can Act as Gateway and Processor Yes

 

View the Integrated Gateways article for a feature table for all payment gateways. 

 

Cards on File 

Follow the instructions to Add a Card on File to a CivicRec account. The CSG Forte form has two options, Card and eCheck (ACH).

 

Note: If you do not see eCheck and you would like the ability to process ACH, please contact CSG Forte Support and ask them to turn it on for your account.

 

card on file forte   ach on file

 

To learn more about stored payment methods in CSG Forte, view the CivicPlus Pay article about CSG Forte Payment Methods on File.

 

Important Note 

 

Checkout Process - Internal

Cards on File

  1. On the Payment screen, select the Credit/Debit option
    credit debit
  2. If the account has a Card on File, you can select a Saved Card
    saved card forte
  3. Click Add Credit/Debit Payment
    add credit debit payment forte
  4. Select Complete Transaction
    complete transaction forte

 

eCommerce

  1. On the Payment screen, select the Credit/Debit option
    credit debit
  2. Review the Amount and click Continue to Payment
    continue to payment auth
    • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
    • Overpayment: Select if the Amount listed is higher than the Total Charges.
  3. Before reaching the hosted payment form, you may see a security screen like the one below:  Checking if the Connection is Secure
  4. Fill out the Card or eCheck fields
    card or echeck
  5. Click Next
    next
  6. Review the payment information and click Authorize to complete the transaction
    authorize forte

 

EMV

  1. On the Payment screen, select the Credit/Debit option
    credit debit
  2. Review the Amount and click Continue to Payment
    continue to payment auth
    • Overpayment: Select if the Amount listed is higher than the Total Charges.
  3. Follow the instructions for CSG Forte EMV Payments
    insert card

 

Checkout Process - Public

Cards on File

The instructions below show the process for checking out with a card on file in the public catalog. 

  1. On the Payment screen, select a Saved Card from the drop-down
    saved card forte public
  2. Click Submit Payment
    submit payment forte
  3. Review charges and select Complete Transaction
    complete transaction forte public

 

eCommerce

  1. On the Payment screen, review the charges and select Continue to Payment
    continue to payment auth public
    • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
  2. Before reaching the hosted payment form, you may see a security screen like the one below:  Checking if the Connection is Secure
  3. Fill out the Card or eCheck fields
    card or echeck
  4. Click Next
    next
  5. Review the payment information and click Authorize to complete the transaction
    authorize forte

 

Checkout Process - Public Mobile View

Cards on File

The instructions below show the process for checking out with a card on file on the mobile public catalog.

  1. On the Payment screen, select a Saved Card from the list and click Review Transaction
    save card forte
  2. Review charges and select Complete Transaction
    complete transaction forte

 

eCommerce

  1. Click Checkout in the cart
    checkout
  2. On the Payment screen, select Continue to Payment
    continue to payment forte
    • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
  3. Before reaching the hosted payment form, you may see a security screen like the one below
    mobile security popup
  4. Fill out the Card or eCheck fields
    forte card fields
  5. Click Next
    next
  6. Review the payment information and click Authorize to complete the transaction
    authorize

 

Setup Steps

  1. Set up your CSG Forte account with CSG Forte Customer Services
  2. Order your gateway hardware if using EMV from your CSG Forte representative
  3. Gather the CSG Forte credentials and submit them to your Project Manager/Implementation Consultant
  4. Read through the articles in the CSG Forte section of the CivicPlus Help Center
  5. Run test transactions (Manual EMV, Card Present, ACH)
  6. Finish configuring your CSG Forte account

 

Resources

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