Payment Gateway: Difference between revisions

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==Setup==
==Setup==


# Click the following link to [https://staxpayments.com/partner/fishbowl-enroll/ sign up for Stax Pay].
# Click the following link to [https://staxpayments.com/partner/fishbowl-enroll/ sign up for Stax Pay].<br>[[File:Stax Pay button.png]]
# Open the {{Module and Group|Payment Gateway|Integrations}}, and click the '''Stax Pay''' logo.<br>[[File:Stax Pay button.png]]
# Open the {{Module and Group|Payment Gateway|Integrations}}, and click the '''Stax Pay''' logo.<br>[[File:Stax Pay setup.png]]
# Enter the required information which can be found in your [http://app.staxpayments.com/ '''Stax Pay''' portal].<br>[[File:Stax Pay setup.png]]
# Click [https://app.staxpayments.com/#/settings/account here] to open the '''Settings''' > '''Account''' tab in your '''Stax Pay''' portal.
# Copy the '''Platform ID''' and paste it into the '''Merchant ID''' field in Fishbowl.<br>[[File:Stax Pay Merchant ID.png]]
# Click '''OK''' to complete the integration and verify that '''Stax Pay''' is listed at the top of the module.<br>[[File:Stax Pay configured.png]]
# Click '''OK''' to complete the integration and verify that '''Stax Pay''' is listed at the top of the module.<br>[[File:Stax Pay configured.png]]
# [[Sales_Order#Take_a_payment|Credit card payments]] in Fishbowl will now be processed using the '''Stax Pay''' gateway.<br>[[File:Stax Pay payment.png]]
# [[Sales_Order#Take_a_payment|Credit card payments]] in Fishbowl will now be processed using the '''Stax Pay''' gateway.<br>[[File:Stax Pay payment.png]]

Revision as of 14:02, 12 October 2022

Icon.Payment Gateway.png The Payment Gateway module, located in the Integrations module group.png Integrations group, allows Fishbowl to process credit cards in the Icon.Sales Order.png Sales Order module, or in Icon.Fishbowl Checkout.png Fishbowl Checkout using Stax Pay. The legacy gateways are hidden by default.

Setup

  1. Click the following link to sign up for Stax Pay.
    File:Stax Pay button.png
  2. Open the Icon.Payment Gateway.png Payment Gateway module, located in the Integrations module group.png Integrations group, and click the Stax Pay logo.
    File:Stax Pay setup.png
  3. Click here to open the Settings > Account tab in your Stax Pay portal.
  4. Copy the Platform ID and paste it into the Merchant ID field in Fishbowl.
    File:Stax Pay Merchant ID.png
  5. Click OK to complete the integration and verify that Stax Pay is listed at the top of the module.
    File:Stax Pay configured.png
  6. Credit card payments in Fishbowl will now be processed using the Stax Pay gateway.
    File:Stax Pay payment.png

Legacy Gateways

The legacy gateways are hidden by default. For more information about Intuit Payments, Square, Clover Connect, or Authorize.Net, see Legacy Gateways.