Guides

How to use: Access payment settings by navigating to "Payment Settings" under the PAYMENT section in settings. Connect a payment gateway by clicking "Add Payment Gateway"—select your provider from available options. Enter payment gateway credentials including API keys, merchant IDs, and secret keys from your provider's dashboard. Configure supported payment methods: credit cards, debit cards, ACH transfers, digital wallets, buy-now-pay-later options. Set up credit card processing by enabling accepted card types—Visa, Mastercard, American Express, Discover. Configure payment page branding with your logo and colors—builds customer trust during checkout. Set default currency for transactions based on your primary business location—enable multi-currency if needed internationally. Enable currency conversion if accepting international payments—set exchange rates or use automatic updates. Configure payment processing fees—decide if absorbed by business or passed to customers as surcharges. Set up automatic payment receipts sent via email—customize receipt templates with your branding. Configure failed payment handling including retry attempts, customer notifications, and dunning for subscriptions. Set up refund policies and processing—full or partial refunds with approval workflows. Enable payment security features like 3D Secure authentication for additional fraud protection. Configure CVV requirements mandating security codes for card-not-present transactions. Set up address verification service checking billing addresses match cards—reduces fraud risk. Define payment capture timing—immediate capture or delayed capture after order fulfillment. Configure subscription billing for recurring payments—billing cycles, proration, failed payment retry logic. Set up installment plans allowing customers to pay over time—define terms, interest, schedules. Enable saved payment methods for returning customers—requires PCI compliance and tokenization. Configure payment tokenization keeping sensitive card data off your servers—improves security. Set up payment webhooks for real-time notifications—successful charges, refunds, disputes. Create payment forms and checkout pages with necessary billing and shipping fields. Configure payment notifications alerting your team about transactions, failures, or refunds. Set up dispute management for chargebacks—receive notifications and provide evidence. Define payment terms for invoices: net 30, net 60, due on receipt—different terms for customer types. Configure late payment fees automatically added when invoices overdue. Enable partial payments letting customers pay invoices in installments. Set up payment portal where customers view invoices and make self-service payments. Test payment processing in sandbox mode before going live—process test transactions to verify setup.