Payment Gateway

Owned by Diana Castillo Arroyo (Unlicensed)
Last updated: Mar 03, 2023
3 min read

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. 

Gateway_1_.png

 

  • Click on the blue plus sign or “add payment gateway” 

  • Choose from the many options listed below and hit “configure”

Gateway_2_.png

 

  • 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