Payment Processor Updating Information

Updating Credit Card Processing Settings

Overview

This guide explains how to configure credit card processing using SunLync and Processor credentials within Store Parameters.

Navigation Path

1. Go to Parameters
2. Select Store Parameters
3. Navigate to:
   Credit Card Processing

Credit Card Processing Type

In the Credit Card Processing Settings section, select the correct processing method:

• PC Charge
• Cayan
• SlimCD
• Terminal

⚠️ Important:
Do not assume “Cayan” should be selected.

• The correct selection depends on how the site is set up.
• Even when using SunLync with Cayan credentials, the processing type may be PC Charge or another option.
• Always confirm with onboarding notes or the processor setup before choosing.

Processing Options

Enable the following when using SunLync with Cayan:

• Process cards through SunLync using Cayan
• Process debit cards through SunLync using Cayan
• Enable refunds through SunLync using Cayan
• Enable voids through SunLync using Cayan

Optional but recommended:

• Prompt employee when performing a refund
• Prompt employee when performing a void
• Save payments as correct payment type

Credentials Setup

Enter the credentials exactly as provided:

• Name: Example: Test SunLync
• Site ID: Provided by processor
• Key: Secure key

Device Settings

• Enable Genius Device

Optional:

• Display line items on Genius device
• Enable Electronic Gift Cards

Additional Option

• Disable manual keying of credit card information
  Recommended for PCI compliance if terminals are used

Store Selection

• Confirm the correct Current Store
• Select the appropriate location if needed
• Click Edit to make changes

Best Practices

• Always verify which processing type should be selected before configuring
• Do not default to “Cayan” without confirmation
• Test a transaction after setup
• Enable prompts for refunds and voids to prevent mistakes
• Remember to update both tabs if needed- payments will not work if they not both updated
• Your processor changes the password or yourself Sunlync does no assist with password reset.