Portal Payment Options

Introduction

Portal Payment Options allows you to configure the payment methods available on your WebLink Portal. You can allow users to pay by card, invoice, or check. You can also configure the payment provider settings for supported payment providers.

Accessing the Portal Payment Options screen

1. From the Control Panel, go to Portals.
2. Open a WebLink Portal.
3. Click the Payment Options tab.

Set up a payment provider for Pay by Card

1. From the Payment Options tab, click Edit next to Pay by Card Details.
2. Under Payment Provider, select one of the available providers.
3. Enter a name for this option. This is for reference only.
4. Under Test/Live mode, choose one of the following:
   • Test — use this to test your integration and test cards before going live.
   • Live — use this when you are ready to accept payments from users and customers.
5. Under Payment Type, select Card to accept credit or debit cards.
6. Under Financial Account, select the account where payments should be recorded.
7. Under Checkout Complete Step, select the Opportunity Step that should be treated as won.
8. Under Sending Address, select the Sending Address.
9. Under Document Template, select the Document Template to send to customers.
10. Under Email Subject, enter the subject line for the email sent after the order is completed.
11. Under Payment Provider Configuration, enter the configuration values required by your selected payment provider, such as API key or secret key.
12. Click Submit.

Set up Pay by Invoice

1. From the Payment Options tab, click Edit next to Pay by Invoice Details.
2. Enter a name for this option. This is for reference only.
3. Under Checkout Complete Step, select the Opportunity Step that should be treated as won.
4. Under Sending Address, select the Sending Address.
5. Under Document Template, select the Document Template to send to customers.
6. Under Email Subject, enter the subject line for the email sent after the order is completed.
7. Click Submit.

Set up Pay by Check

1. From the Payment Options tab, click Edit next to Pay by Check Details.
2. Enter a name for this option. This is for reference only.
3. Under Checkout Complete Step, select the Opportunity Step that should be treated as won.
4. Under Sending Address, select the Sending Address.
5. Under Document Template, select the Document Template to send to customers.
6. Under Email Subject, enter the subject line for the email sent after the order is completed.
7. Under Mailing Address, enter the mailing address.
8. Click Submit.