Payment Gateway

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. The Stax Pay gateway will provide many new benefits and features to customers. The setup process is actively being streamlined and exciting new features are being added.

Setup

1. Open the Payment Gateway module, located in the Integrations group, and click the Stax Pay logo.
   File:Stax Pay button.png
2. 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
3. If you haven't created a Stax Pay account yet, verify the pre-populated data in the form and then click Sign Up.
4. 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
5. You will then receive an email that allows you to create a new password and begin your application.
6. Once you have started the application, you will be able to check the status inside Fishbowl.
   File:Stax Application Status 1.png
7. If the Underwriting Status is marked as Pended, then you will need to take some action on your application by clicking the provided link.
   File:Stax Application Status 2.png
8. Once the Underwriting Status is Approved and the Account Status is Active, you will be able to move on to the next step.
9. Now that your account it active, you will copy a few fields from Stax Pay into Fishbowl, as described in the following steps.
   File:Stax Pay account info.png
10. Click here to open the Settings > Account tab in your Stax Pay portal.
    File:Stax Pay Merchant ID.png
11. Copy the Platform ID and paste it into the Merchant ID field in Fishbowl.
12. Click here to open the Apps > API Keys in your Stax Pay portal.
13. Click the ADMIN button to expand the main-key.
    File:Stax Pay Key.png
14. Press the Copy button and paste the key into the API Key field in Fishbowl.
15. On the same page of your Stax Pay portal, copy the Web Payments Token and paste it into the Payment Token field in Fishbowl.
16. 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
17. 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.