Payment Gateway: Difference between revisions

Revision as of 11:19, 13 January 2023

The Payment Gateway module, located in the Integrations group, allows Fishbowl to process credit cards using the Stax Pay gateway. The legacy gateways are hidden by default. New features are being added for Fishbowl users and their customers, such as payment links.

Setup

Open the Payment Gateway module, located in the Integrations group, and click the Stax Pay logo.
File:Stax Pay button.png
If you already have an active Stax Pay account, click the link at the bottom of the form and then skip to Step 9.
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 then receive an email that allows you to create a new password and begin your application.
The current status of your application will be displayed inside Fishbowl.
File:Stax Application Status 1.png
If the Underwriting Status is marked as Pended, please click the provided link to add the requested information.
File:Stax Application Status 2.png
When the Underwriting Status is Approved and the Account Status is Active, you will be able to move on to the next step.
After your account is approved, credit card payments in Fishbowl will be processed using the Stax Pay gateway.
File:Stax Pay payment.png
Cards can be securely remembered by selecting Store Card on File after entering the card details. That card will then be viewable on the Card on File tab of the Customer module and can be selected when processing future payments.
File:Stax Pay stored card.png
You can also generate payment links to send to your customers, or include on invoices and reports.

Payment links

To enable payment links, open the Payment Gateway module, click the Tools menu at the top, select Module Options, and then verify that Enable Payment Links is checked.
File:Stax Module Options.png
- Allowed Payment Methods - Users can define what type of payment methods their customers can use when a payment is taken online.
- Allow Partial Payments - Users can allow their customers to make partial payments on the online payment page. This gives the customer the flexibility to pay at different times.
- Allow Tips - Users can allow their customers to add a tip to their payment.
- Time of Day - Users can select a specific time of day that they want payment data retrieved from the payments portal and imported into Fishbowl Advanced. Users can also manually run the scheduled task in the Schedule module at any time.
- Payment Method for Imported Payments - All imported payments will be classified as the selected payment method in Fishbowl Advanced.
To generate a payment link, open an issued sales order and click the Payment Link button at the top of the module. A Pay Online button will then be added to the bottom of the Sales Order Report.
The text of the Pay Online button can be customized on the Field Titles tab of the Sales Order Report.
There is a setting on the Optional tab of the Sales Order Report to hide or show the Pay Online button.
The payment link can also be copied and manually sent to customers.

Troubleshooting

During the setup process, your Stax Pay account information is automatically copied into the Setup window. Below are the steps to manually find this information.

If you need to manually obtain your Stax Pay account information, 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.

Legacy Gateways

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

@@ Line 19: / Line 19: @@
 * To enable payment links, open the {{Module|Payment Gateway}}, click the '''Tools''' menu at the top, select '''Module Options''', and then verify that '''Enable Payment Links''' is checked.<br>[[File:Stax Module Options.png]]
 ** '''Allowed Payment Methods''' - Users can define what type of payment methods their customers can use when a payment is taken online.
-** '''Allow Partial Payments''' -  Users can allow their customers to make partial payment on the online payment page. This gives the customer the flexibility to pay at different times.
+** '''Allow Partial Payments''' -  Users can allow their customers to make partial payments on the online payment page. This gives the customer the flexibility to pay at different times.
-** '''Allow Tips''' - Users can allow their customer to add a tip to their payment.
+** '''Allow Tips''' - Users can allow their customers to add a tip to their payment.
-** '''Time of Day''' -  Users can select a specific time of day that they want payment data retrieved from the payments portal and imported into Fishbowl Advanced. Users can also manually run the scheduled task in the {{Module|Schedule}} module at any time.
+** '''Time of Day''' -  Users can select a specific time of day that they want payment data retrieved from the payments portal and imported into Fishbowl Advanced. Users can also manually run the scheduled task in the {{Module|Schedule}} at any time.
 ** '''Payment Method for Imported Payments''' - All imported payments will be classified as the selected payment method in Fishbowl Advanced.
 * To generate a payment link, open an issued sales order and click the {{Button|Payment Link}} [[Sales_Order#Module_buttons|at the top of the module]]. A '''Pay Online''' button will then be added to the bottom of the [[Advanced_Reports#Sales_Order_Report|Sales Order Report]].<br>[[File:Pay Online.png]]