erxes plugin
Payments
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Made by Erxes

The payment gateway lets you connect multiple payment tools to your erxes platform.

#sales
#finance
#inventory
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DESCRIPTION

Currently, we securely support Qpay and SocialPay payment methods, which enable a faster and safer payment service that lets individuals and businesses electronically transfer money in Mongolia. This approach enables clients to integrate with below payment platforms:

  • Product payment on your e-commerce platform
  • POS (Point of Sales) on your shop, restaurant, and hotel reception
  • Booking & purchase form for your product & services

We plan to add more payment tools in the future, including Google Pay, PayPal, and more. In order to do that, first, you need to enable products, forms, inbox, and payment plugins.

 

BENEFITS

Integrating with your digital e-commerce setup, payment gateways connect to your checkout system, allowing customers to complete purchases without leaving the storefront.

Simplifies the payment process

The clear benefit of using a payment gateway is the way it streamlines the payment process. Payment gateway enables businesses to collect payments directly from their customer's bank accounts, eliminating late payments and getting paid twice as fast. 

Offer better customer experience

Another great benefit of a payment gateway is that it can drastically improve the user purchasing experience. This is because they remove the need to fill in checkout information with every purchase, as returning customers can use stored payment information. 

Safer checkout experience

The good news for merchants and customers is that the payment gateway has enhanced security and fraud prevention features. This is due to customer data and payment information being stored by the host and not the merchant themselves. 

The option to customize

While many companies stick to the basic gateway payment integration, some take their ideas to a developer who can tailor the checkout page and process to the merchant’s vision. This can be a huge advantage for companies that want to maintain consistent branding on their site from browsing to checkout.

 

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HOW TO SET UP

The Payment plugin is available at erxes marketplace for all users when you get started with erxes. It comes with the Cards plugin for free, as it’s one of the core plugins erxes provides.

⚙️ Self-hosted client, please go to the plugin installation documentation to install the Payment plugin after installing the erxes XOS.

‍💻 SaaS clients, when you sign-up for erxes Payment plugin, will be there already, so just go along with this guideline to get started with this plugin

 
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PLUGIN TUTORIAL

CREATING YOUR PAYMENT

Step one.  Connect payments

The Payment plugin can be found in the settings when you enter erxes. 

 

Select payment kind

 

Fill in credentials, then save

 

Step two. Create a form with the product category field

 

The field must be required and category must be selected, then save your form

 

Step three. Connect payment methods to form 

  1. Settings -> Payments -> Lead Integration Configs click add config
  2. Select from and payments, then save

 

Step four. Widget

 

Step five. Invoices

You can find invoices from the left navigation menu

Now that you already know how to use Payment, please go to the following blog posts to learn about different use cases of Payment plugin and master it.

 

✌️ Enjoy your journey with the Payment plugin!