Explore the process of adding, managing, and configuring payment gateways to facilitate smooth transactions on your platform.
Add Payment Option:
- Click on “Add Payment Option” to initiate the setup.
- A popup screen will appear, displaying available payment options.
- Select your preferred option(s) and click “Save” to add the gateways.
Manage Payment Gateways:
- Use the kebab menu to enable/disable, delete, or edit payment gateways.
- Access these options based on your specific requirements.
Gateway Configuration:
- Each gateway has unique configurations.
- Clicking the “Edit” button for a particular gateway will reveal specific settings.
- Explore and adjust these settings according to your business needs.
Pay In Store Configuration:
Configure the “Pay In Store” payment gateway with ease using the following steps:
- Default Configuration:
- While configuring, set “Pay In Store” as the default payment gateway if desired.
- Select a specific shipping zone to apply this payment method.
- Detailed Information:
- Provide detailed information for the “Pay In Store” payment gateway.
- Include relevant details to help users understand this payment option.
- Visibility Settings:
- Choose the visibility settings based on your preferences:
- Everyone Can See
- Customers Only
- Selected Customers (Choose specific customers by clicking “Manage Customer”)
- Choose the visibility settings based on your preferences:
- Allowed for:
- Specify where this payment gateway is allowed to be used:
- Shipping
- Delivery
- Store Pickup
- Choose from the options that best suit your business model. you can choose multiple options.
- Specify where this payment gateway is allowed to be used:
You will find the same configuration in Cheque, Money Order, Bank Deposit, Store Credit, Accounts Payable
PayPal Configuration
Configure the “PayPal” payment gateway seamlessly with the following steps:
- Default Configuration:
- While configuring, set “PayPal” as the default payment gateway if desired.
- Mode Selection:
- Choose the mode for your PayPal integration: “Testing” for testing purposes or “Live” for actual transactions.
- PayPal Email Address:
- Insert your PayPal Email Address for seamless payment processing.
- Detailed Information:
- Provide comprehensive details for the “PayPal” payment gateway to assist users in understanding this payment option.
- Visibility Settings:
- Choose the visibility settings based on your preferences:
- Everyone Can See
- Customers Only
- Selected Customers (Choose specific customers by clicking “Manage Customer”)
- Choose the visibility settings based on your preferences:
- Allowed for:
- Specify where this payment gateway is allowed to be used:
- Shipping
- Delivery
- Store Pickup
- Choose from the options that best suit your business model. You can choose multiple options.
- Specify where this payment gateway is allowed to be used:
- Surcharge Type:
- Select the surcharge type to be applied: No Surcharge, Flat Surcharge, Percentage Surcharge, Surcharge On Amount Range.
- Surcharge Configuration:
- Depending on the selected surcharge type:
- For “Flat Surcharge,” input the surcharge amount.
- For “Percentage Surcharge,” set the percentage to be calculated on the total amount.
- For “Surcharge On Amount Range,” configure surcharge ranges:
- Click on “+Add Surcharge,” set the range (from and to), input the surcharge amount, and press “Add.” You can add multiple ranges.
- Depending on the selected surcharge type:
- Messages:
- Add pending and success messages for clarity during pending and successful transactions.
Credit Card Configuration
Effortlessly configure the “Credit Card” payment gateway with the following steps:
- Default Configuration:
- While configuring, set “Credit Card” as the default payment gateway if desired.
- Credit Card Processor:
- Choose the Credit Card Processor from the list of installed processors. For this configuration, we are selecting “Stripe.”
- Payment Type:
- Select the payment type: Checkout and Direct.
- Input the public key and private key provided by the selected processor.
- Card Logo Type:
- Choose between “Credit card” and “Custom.”
- If “Credit card” is selected, you can check the form for a list of cards.
- If “Custom” is selected, upload your desired card logo.
- Choose between “Credit card” and “Custom.”
- Shipping Zone:
- Select a specific shipping zone to apply this payment method.
- Detailed Information:
- Provide comprehensive details for the “Credit Card” payment gateway to assist users in understanding this payment option.
- Visibility Settings:
- Choose the visibility settings based on your preferences:
- Everyone Can See
- Customers Only
- Selected Customers (Choose specific customers by clicking “Manage Customer”)
- Choose the visibility settings based on your preferences:
- Allowed for:
- Specify where this payment gateway is allowed to be used:
- Shipping
- Delivery
- Store Pickup
- Choose from the options that best suit your business model. You can choose multiple options.
- Specify where this payment gateway is allowed to be used:
- Surcharge Type:
- Select the surcharge type to be applied: No Surcharge, Flat Surcharge, Percentage Surcharge, Surcharge On Amount Range.
- Surcharge Configuration:
- Depending on the selected surcharge type:
- For “Flat Surcharge,” input the surcharge amount.
- For “Percentage Surcharge,” set the percentage to be calculated on the total amount.
- For “Surcharge On Amount Range,” configure surcharge ranges:
- Click on “+Add Surcharge,” set the range (from and to), input the surcharge amount, and press “Add.” You can add multiple ranges.
- Depending on the selected surcharge type:
- Messages:
- Add pending and success messages for clarity during pending and successful transactions.