X-Payments:Payment configurations

X-Payments user manual

1. X-Payments:General information
   • How It Works
   • Key features
2. What's New
   • What's New in X-Payments 3.1
   • What's New in X-Payments 3.0
3. System requirements
   • System requirements for X-Payments 3
   • System requirements for X-Payments 2.2
4. Installation
   • Installing X-Payments
   • Setting up file permissions for X-Payments
   • Getting started with X-Payments
5. Two-factor user authentication
   • Two-factor authentication (X-Payments 3)
   • Managing PIN codes (X-Payments 2.2 and earlier)
6. Configuring X-Payments
   • General settings
   • Online stores
   • Payment configurations
   • Encryption keys
   • 3D-Secure settings
   • KOUNT Antifraud screening
   • NoFraud fraud prevention
   • Signifyd fraud protection and chargeback prevention
7. Managing users
8. Customizing the interface
   • Customizing the interface (X-Payments 3)
   • Customizing the interface (X-Payments 2.2 and earlier)
9. Managing payments
10. Unistalling X-Payments
11. Upgrading
12. Moving X-Payments from one host to another
13. Viewing X-Payments logs
14. FAQ
15. Troubleshooting
16. Glossary
17. Supported payment gateways
    • Payment gateways supported by X-Payments 3.1
    • Payment gateways supported by X-Payments 3.0
    • Payment gateways supported by X-Payments 2.2
18. Popular Payment Methods Configuration Instructions
    • PayPal Payments Pro (PayPal API), PayPal Payments Pro (Payflow API), Payflow Pro
    • PayPal REST API
    • First Data Payeezy Gateway (ex- Global Gateway e4)
    • CyberSource - SOAP toolkit API

In order for X-Payments to operate, you must set up at least one payment configuration, enable it and assign it to the online store you are going to use with X-Payments. This can be done on the 'Payment Configurations' page (Settings -> Payment configurations).

Adding a Payment Configuration

To add a new payment configuration, select the name of the required payment module from the drop-down box and click the Add new button.

The 'Add new payment configuration' page opens.

Note that the settings on this page will differ depending on the selected payment module. For instance, here's the 'Add new payment configuration' page for AuthorizeNet.AIM:

Basically, what you need to do is get the information from your payment gateway merchant account back end and enter it on this payment configuration page in X-Payments. When you're done, be sure to click Save to save the payment configuration. After this the payment configuration is added to the list of available payment configurations on the 'Payment Configurations' page (Settings -> Payment configurations) and can be assigned to specific online stores.

Find more information on setting up the following payment configurations:

• PayPal: PayPal Payments Pro (PayPal API), PayPal Payments Pro (Payflow API), Payflow Pro
• First Data Payeezy Gateway (ex- Global Gateway e4)
• CyberSource SOAP

Payment Configurations List

Payment configurations that have been added in your X-Payments installation can be viewed and managed on the 'Payment Configurations' page (Settings -> Payment configurations). On this page you can see the list of available payment configurations:

For each payment configuration on the list you can see the name of the payment module employed, the number of submitted payments and the current status of the payment configuration (Enabled or Disabled). Payment configurations set to work in test mode are marked with the "test" icon.

X-Payments 2.1 and later: Payment configurations that support 3-D Secure payer authentication are marked as such: the ones that use 3-D Secure via Cardinal Commerce have the link "3D Secure: CardinalCommerce" next to their name (the link leads to a page where 3-D Secure settings for the respective payment configuration can be adjusted); the ones that rely on the 3D Secure solution provided by the payment gateway are marked by the words "3D Secure: Built in". For each payment configuration supporting 3-D Secure transactions there's an icon showing the current status of 3-D Secure payer authentication service (Enabled or Disabled).

X-Payments 2.1 and later: Payment configurations that support KOUNT Antifraud screening are marked as such. The Configure link allows you to access the KOUNT Antifraud screening settings page for the respective payment configuration. For each payment configuration supporting KOUNT there's an icon showing the current status of the antifraud screening service (Enabled or Disabled).

On 'Payment Configurations' page you can:

• Open the details of a specific payment configuration for viewing/editing;
• Enable/disable payment configurations;
• Delete payment configurations;
• X-Payments 2.1 and later: Access the CardinalCommerce 3D-Secure configuration settings page and the KOUNT Antifraud screening settings page for any payment configuration that supports these services.

Assigning a Payment Configuration to an Online Store

After adding and configuring in the X-Payments back end a payment configuration you require, you need to assign it to the online store where you want to use it.

Starting with X-Payments 3.0, users of X-Payments Hosted with a single online store integration do not have to assign payment configurations to their online store manually because all the payment configurations they configure and enable in X-Payments are assigned to their only online store automatically.

A payment configuration can be assigned to an online store using one of the following methods:

• Via the 'Online store details' page:

1. Open the details of the store to which you wish to assign a payment configuration for viewing/editing.
2. In the Payment configurations box, select the payment configuration that needs to be assigned.
3. Click Save.

• Via the 'Payment configuration details' page:

1. Open the payment configuration's details page for viewing/editing.
2. In the Use in online stores box, select the store to which the payment configuration needs to be assigned.
3. Click Save.

Viewing a Payment Configuration's details

To view the details of a specific payment configuration, click on its name in the 'Payment Configurations' list. The 'Payment configuration details' page opens showing all the information related to the payment configuration.

On this page you can:

• View/edit the details of the payment configuration;
• Enable/disable the payment configuration;
• Delete the payment configuration.

Enabling/Disabling a Payment Configuration

To enable/disable a payment configuration, do one of the following:

• On the 'Payment Configurations' page:
  X-Payments 2.0 and later: Click the button dropdown element opposite the payment configuration name and select the required action (Enable / Disable) from the menu:
  
  X-Payments 1.0: Click the [ enable ] / [ disable ] link opposite the payment configuration name.
  
• On the 'Payment configuration details' page:
  X-Payments 2.0 and later: Click the button dropdown element near the 'Name' field or at the bottom of the page and select the required action (Enable (and save)/Disable (and save)).
  X-Payments 1.0: Click the [ enable ] / [ disable ] link below the 'Name' field.

Editing a Payment Configuration's Details

To edit information about a payment configuration:

• On the 'Payment configuration details' page:
  Edit the contents of any editable fields and click Save.

Deleting a Payment Configuration

To delete a payment configuration, do one of the following:

• On the 'Payment Configurations' page:
  X-Payments 2.0 and later: Click the button dropdown element opposite the payment configuration name and select the required action (Delete configuration) from the menu. Confirm the deletion.
  X-Payments 1.0: Click the delete icon opposite the payment configuration name. Confirm the deletion.
• On the 'Payment configuration details' page:
  X-Payments 2.0 and later: Click the button dropdown element near the 'Name' field or at the bottom of the page and select the required action (Delete configuration). Confirm the deletion.
  X-Payments 1.0: Click the Delete configuration link at the bottom of the page. Confirm the deletion.

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