BETA

Introduction

Portal Payment Options allows you to configure the types of payments you want to allow on your Weblink portal. Whether it's to allow your users to pay by card, invoice or by check. You can also configure your Payment Provider settings given from a list of our support Payment Providers.

Accessing the Portal Payment Options screen

1. From Administrate's Control Panel go to Portals
2. Click on a Weblink Portal
3. Click on the Payment Options tab

Setup a Payment Provider - Pay by Card

1. From the Payment Options Tab (see Accessing the Payment Options Screen)
2. Click on Edit next to the Pay by Card Details
3. Under Payment Provider drop down list, select from the list of available Payment Providers
4. Type in the name of this option (it has no effect other than a name to specify for reference)
5. Under Test/Live mode
   1. Set to Test: If you want to test your integration and use test cards before going live.
   2. Set to Live: If you want to go live and start accepting payments from your users and customers
6. Under Payment Type: select Card if you want to accept Credit/Debit cards as a payment method
7. Under Financial Account: Select the account where the payments will go against
8. Under Checkout Complete Step: Select the Opportunity Step which is considered as Won
9. Under Sending Address: Select the Sending Address
10. Under Document Template: Select the template that will be sent out to your customers
11. Under Email Subject: Add the subject of the email that is sent out to the user once their order is complete
12. Under Payment Provider Configuration: Depending on your chosen Payment Provider, you will need to add your API Key / Secret Key to set the integration
13. Click Submit

Setup a Pay by Invoice

1. From the Payment Options Tab (see Accessing the Payment Options Screen)
2. Click on Edit next to the Pay by Invoice Details
3. Type in the name of this option (it has no effect other than a name to specify for reference)
4. Under Checkout Complete Step: Select the Opportunity Step which is considered as Won
5. Under Sending Address: Select the Sending Address
6. Under Document Template: Select the template that will be sent out to your customers
7. Under Email Subject: Add the subject of the email that is sent out to the user once their order is complete
8. Click Submit

Setup a Pay by Check

1. From the Payment Options Tab (see Accessing the Payment Options Screen)
2. Click on Edit next to the Pay by Invoice Details
3. Type in the name of this option (it has no effect other than a name to specify for reference)
4. Under Checkout Complete Step: Select the Opportunity Step which is considered as Won
5. Under Sending Address: Select the Sending Address
6. Under Document Template: Select the template that will be sent out to your customers
7. Under Email Subject: Add the subject of the email that is sent out to the user once their order is complete
8. Under Mailing Address: Adding the mailing address
9. Click Submit

This feature is currently under review and awaiting release. If you would like it activated, please contact support or your account manager.