Payment Gateway
- Diana Castillo Arroyo (Unlicensed)
Setting Up Your Payment Gateway
Purpose:
The purpose of this walkthrough is to help you set up your payment gateway inside of the Webforce CRM.
Pre Requisites:
WF Account
Payment Gateway information (live keys, test key and other information gathered from the gateway website)
Set up your payment gateway by easily integrating your gateway of choice.
Click on the blue plus sign or “add payment gateway”
Choose from the many options listed below and hit “configure”
Add product name
After you hit configure you will see this screen:
Enter in all relevant information but most importantly the API Key for live and test environments.
Once info is enter make sure to select the selling channels for the gateway
Then slide bar to enable the payment gateway
Then you will be able to view integration here and anytime you visit Gateway:
How to verify if the gateway is working:
Perform a live transaction and a test transaction.
Follow this walkthrough to perform a test transaction: Creating a Test Order
After performing the transaction check your orders
To check a live order go to Orders and select the Order number as shown below
To check a Test order just go to Orders and click the Funnel icon on the top right corner
Once you have selected the Funnel icon the dropdown will appear, just select Test and Apply to view only the Test orders
Checklist:
Access to WF
Access to Gateway website