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.
To learn more about stored payment methods in CSG Forte, view the CivicPlus Pay article about CSG Forte Payment Methods on File.
Important Note
- To increase security, CivicPlus has added managed challenges (CAPTCHA) to CivicPlus Pay. Before reaching the hosted payment form, users may see a security screen like the one below:
Checkout Process - Internal
- On the Payment screen, select the Credit/Debit option
-
If the account has a Card on File, you can select a Saved Card
- Click Add Credit/Debit Payment
- Select Complete Transaction
- On the Payment screen, select the Credit/Debit option
- Review the Amount and click Continue to Payment
- 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.
-
Before reaching the hosted payment form, you may see a security screen like the one below:
- Fill out the Card or eCheck fields
- Click Next
- Review the payment information and click Authorize to complete the transaction
- On the Payment screen, select the Credit/Debit option
- Review the Amount and click Continue to Payment
- Overpayment: Select if the Amount listed is higher than the Total Charges.
- Follow the instructions for CSG Forte EMV Payments
Checkout Process - Public
The instructions below show the process for checking out with a card on file in the public catalog.
- On the Payment screen, select a Saved Card from the drop-down
- Click Submit Payment
- Review charges and select Complete Transaction
- On the Payment screen, review the charges and select Continue to Payment
- Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
-
Before reaching the hosted payment form, you may see a security screen like the one below:
- Fill out the Card or eCheck fields
- Click Next
- Review the payment information and click Authorize to complete the transaction
Checkout Process - Public Mobile View
The instructions below show the process for checking out with a card on file on the mobile public catalog.
- On the Payment screen, select a Saved Card from the list and click Review Transaction
- Review charges and select Complete Transaction
- Click Checkout in the cart
- On the Payment screen, select Continue to Payment
- Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
- Before reaching the hosted payment form, you may see a security screen like the one below
- Fill out the Card or eCheck fields
- Click Next
- Review the payment information and click Authorize to complete the transaction
Setup Steps
- Set up your CSG Forte account with CSG Forte Customer Services
- Order your gateway hardware if using EMV from your CSG Forte representative
- Gather the CSG Forte credentials and submit them to your Project Manager/Implementation Consultant
- Read through the articles in the CSG Forte section of the CivicPlus Help Center
- Run test transactions (Manual EMV, Card Present, ACH)
- Finish configuring your CSG Forte account
- Note: If you need assistance, please reach out to your CSG Forte Support representative for assistance.
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