Cosairus Payment Services Integration

Petsoft does not process credit card payments. To accept card payments, your organization needs a payment gateway. Petsoft partners with Cosairus Payment Services (CPS) to set up this gateway for you. CPS uses Elavon as the preferred gateway.

You manage the payment gateway from Organization > Settings > Account Information > Payment Gateway Integration. Only users with the Petsoft Account Owner permission can see this page.

tip

If you have not yet set up a payment device, you do not have to search for this page. The Organization Settings page shows a banner with a shortcut: "You do not have any payment devices configured. Click the button to begin onboarding as a merchant with a payment gateway."

What happens on this page

You do not enter a Merchant ID, API key, or gateway credentials into Petsoft on this page. Instead, this page exports your facility information to Cosairus Payment Services:

1. You select the facilities where you want to accept card payments.
2. Petsoft sends your facility information to Cosairus Payment Services.
3. Petsoft then redirects you to the CPS website to complete the merchant boarding process. This process is also called underwriting.

After CPS finishes boarding your account, Petsoft configures the gateway connection to Elavon for you. You do not set up this connection yourself.

Information to gather before you start

Merchant boarding is a financial underwriting process. CPS asks for the following information. Gathering this information before you begin makes the process faster:

• Principal signer's government-issued identification number and issuing state, such as a driver's license or passport number
• Principal signer's Social Security Number
• Business Tax Identification Number and issuing state
• Business License number and issuing state
• Yearly and monthly revenue amounts
• Up to two years of tax returns, if your revenue exceeds $250,000
• Business bank account ACH (Automated Clearing House) routing and account numbers

tip

The Payment Gateway Integration page links directly to the Elavon Terms of Service and the Elavon Operating Guide. Read these documents before you accept the pricing plan.

Exporting your facilities to CPS

1. Go to Payment Gateway Integration.
2. Check the box next to each facility where you want to accept card payments.
3. Click Export Selected Locations to Cosairus Payment Services.
4. Petsoft sends your facility details to CPS. Petsoft then shows a confirmation message with a link to continue.
5. Follow this link to Cosairus Payment Services to finish the boarding process. On that website, you submit the business and ownership information listed earlier.

The image shows the boarding checklist above the facility list and the export button.

note

After a successful export, the export button no longer appears on the page. This is normal. The export was successful, and you do not need to export the facilities again.

If you have a problem

If you have a problem or a question about rates or the boarding process, contact Petsoft support. Support answers quickly.

note

If you have already completed boarding and want to know how staff take a payment at checkout, or how card-on-file payments work, see Invoices & POS.