Payment Gateway: Difference between revisions
From Fishbowl Advanced
No edit summary |
No edit summary |
||
| Line 8: | Line 8: | ||
# A browser window will open. Click '''Reset your password''' and then enter the email address from the previous step.<br>[[File:Stax Pay reset password.png]] | # A browser window will open. Click '''Reset your password''' and then enter the email address from the previous step.<br>[[File:Stax Pay reset password.png]] | ||
# You will receive an email to create a new password and then you will be able to login to start your payments application. | # You will receive an email to create a new password and then you will be able to login to start your payments application. | ||
# After your application is approved, you will copy a few fields from Stax Pay into Fishbowl.<br>[[File:Stax Pay account info.png]] | # After your application is approved, you will copy a few fields from Stax Pay into Fishbowl, as described in the following steps.<br>[[File:Stax Pay account info.png]] | ||
# Click [https://app.staxpayments.com/#/settings/account here] to open the '''Settings''' > '''Account''' tab in your '''Stax Pay''' portal.<br>[[File:Stax Pay Merchant ID.png]] | # Click [https://app.staxpayments.com/#/settings/account here] to open the '''Settings''' > '''Account''' tab in your '''Stax Pay''' portal.<br>[[File:Stax Pay Merchant ID.png]] | ||
# Copy the '''Platform ID''' and paste it into the '''Merchant ID''' field in Fishbowl. | # Copy the '''Platform ID''' and paste it into the '''Merchant ID''' field in Fishbowl. | ||
Revision as of 16:26, 9 November 2022
The Payment Gateway module, located in the 
Integrations group, allows Fishbowl to process credit cards in the 
Sales Order module, or in 
Fishbowl Checkout using Stax Pay. The legacy gateways are hidden by default.
Setup
- Open the
Payment Gateway module, located in the Integrations group, and click the Stax Pay logo.
File:Stax Pay button.png - If you've already signed up for Stax Pay, click the link at the bottom of the form and skip to Step 6.
File:Stax Pay setup.png - If you haven't created a Stax Pay account yet, verify the pre-populated data in the form and then click Sign Up.
- A browser window will open. Click Reset your password and then enter the email address from the previous step.
File:Stax Pay reset password.png - You will receive an email to create a new password and then you will be able to login to start your payments application.
- After your application is approved, you will copy a few fields from Stax Pay into Fishbowl, as described in the following steps.
File:Stax Pay account info.png - Click here to open the Settings > Account tab in your Stax Pay portal.
File:Stax Pay Merchant ID.png - Copy the Platform ID and paste it into the Merchant ID field in Fishbowl.
- Click here to open the Apps > API Keys in your Stax Pay portal.
- Click the ADMIN button to expand the main-key.
File:Stax Pay Key.png - Press the Copy button and paste the key into the API Key field in Fishbowl.
- On the same page of your Stax Pay portal, copy the Web Payments Token and paste it into the Payment Token field in Fishbowl.
- Click OK in Fishbowl to complete the integration and then verify that Stax Pay is listed at the top of the module.
File:Stax Pay configured.png - 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.