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Payment Gateway Setup Guide

Payment Gateway Setup Guide

Applies To: [ All Licenses ]

Overview

This article explains how to set up payment gateways on your storefront — covering the available options, where to configure them, and what each gateway requires.

Supported Payment Gateways

The Software supports the following payment gateways:

  • Authorize.net — credit card processing with optional CIM (stored cards)

  • PayPal / PayPal Pro — PayPal checkout and direct card processing

  • Stripe — credit card processing

  • Converge (Elavon) — credit card processing

  • Cash / Check / Terms — offline payment methods (no gateway required)

Contact your Account Sales Manager (ASM) to confirm which gateways are available on your license.

Configuring a Payment Gateway

  1. Log in to your administration panel at admin.yourwebsiteaddress.com.

  2. Navigate to Settings > Payment Processing.

  3. Select your payment gateway from the available options.

  4. Enter the required credentials (see gateway-specific sections below).

  5. Click Save.

  6. Test the connection by placing an order using the Cash payment method to confirm checkout is functioning.

Authorize.net Setup

Required credentials:

  • API Login ID — found in the Authorize.net merchant dashboard under Account > Settings > API Credentials

  • Transaction Key — generated in the same location

For stored card support (CIM):

  • Enable CIM in your Authorize.net account settings

  • Enable CIM in the Software payment settings after entering your API credentials

See Authorize.net and CIM for Authorize.net.

PayPal Pro Setup

Required credentials:

  • API Username

  • API Password

  • API Signature

These are generated in your PayPal account under Account > Profile > API Access. See Generate PayPal Pro API Keys for step-by-step instructions.

Stripe Setup

Required credentials:

  • Publishable Key

  • Secret Key

Both keys are available in your Stripe dashboard under Developers > API Keys. Use the Live keys for production (not the test keys).

Enabling Cash, Check, and Terms

Offline payment methods do not require API credentials:

  1. Navigate to Settings > Payment Processing.

  2. Enable Cash, Check, or Terms as desired.

  3. Configure the bypass code for Cash if required (used for placing test orders).

Notes / Tips

  • Always test payment processing with the Cash method after any gateway change — a working cash checkout confirms the overall order flow is functioning correctly.

  • Never use test/sandbox credentials in your live storefront — they will accept test transactions but will not capture real payments.

  • For Authorize.net, ensure your account's IP address is added to the allowed list if your gateway requires it.

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