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Payments

Last Update há 8 meses

General Settings Internal Portal Settings Customer Portal Virtual Collection Payment Agreement

Payment Gateway

To use DCDial's built-in payment features, you need to add a payment gateway to your system and connect it with your merchant service provider.

A payment gateway connects DCDial to your merchant service provider in order to authorize payments between your company and the customer. Depending on the payment gateway added you will be able to process multiple transaction types, including credit/debit cards, electronic checks (ACH, credit card, and debit card), and PayPal transactions.

We are currently integrated with Authorize.net, USAePay, Stripe, and PayPal.

  • Gateway Name
The name of the payment gateway.
  • Payment Gateway
The merchant service provider used for this gateway.
  • Mode


    • Live: Live mode means that the gateway will send real transactions to your merchant provider so you can start earning real money.
    • Sandbox: Sandbox mode is used to validate your credentials only and allows you to use test accounts instead of live accounts without worrying about testing with real-life transactions.


  • Actions
    •  Failed Authentification: The payment gateway authentification failed due to invalid authentification values.
    • Associations: Hover over the icon to view the associated payment settings, IVRs, and scheduled payments.
    • Active: The payment gateway is active. Click on the icon to deactivate the payment gateway.
    • Inactive: The payment gateway is inactive. Click on the icon to activate the payment gateway.
    • View Activity Log: Click the icon to view a summary of events. Learn More About the Activity Log
    • Modify: Click the icon to modify the payment gateway. Learn More About Modifying Payment Gateway
    • Delete: Click the icon to delete a payment gateway. A confirmation screen will appear to confirm the deletion.

You can access the Payment Gateway and Payment Profile tabs by clicking the 'Payment Gateway' button in the top right-hand corner under System Payments. DCDial recommends having the required gateway information before you start the configuration.

ADD GATEWAY

Step 1. Click on the 'Add Gateway' button on the top right to create a new payment gateway. Complete the required fields in the pop-up window and click 'Create' to proceed. You will see a confirmation once the gateway has been created successfully, and you will be redirected to the gateway details page to complete the setup process.

Please note: Once you have added the gateway, you will not be able to modify the gateway name, mode, or select another payment gateway.

Step 2. Configure the Payment Gateway settings on the gateway details page. The options on this page will vary depending on the merchant service provider selected. When done, click on ‘Submit’ to save your changes.

USAePay

Please review https://help.usaepay.info/merchant/guide/settings/api-keys/ for additional information on generating your Transaction Key and PIN.


  • Gateway Name
Enter a name for your gateway.
  • Transaction Key
Enter the transaction key that was created in your USAePay account.
  • PIN
Enter the password associated with your transaction key to authenticate your account.
  • Payment Method
Select the payment method supported by this gateway.
  • Live/Sandbox
Sandbox mode is used to validate your credentials only and allows you to use test accounts instead of live accounts without worrying about testing with real-life numbers. Live mode will send real-time transactions to your merchant service provider so you can start earning real money.


Authorize.net

Please review https://support.authorize.net/s/article/How-do-I-obtain-my-API-Login-ID-and-Transaction-Key for additional information on generating your Transaction Key and Login ID.


  • Gateway Name
Enter a name for your gateway.
  • Transaction Key
Enter the transaction key that was created in your Authorize.net account.
  • Login ID
Enter the login ID associated with your transaction key to authenticate your account.
  • Payment Method
Select the payment method supported by this gateway.
  • Live/Sandbox
Sandbox mode is used to validate your credentials only and allows you to use test accounts instead of live accounts without worrying about testing with real-life numbers. Live mode will send real-time transactions to your merchant service provider so you can start earning real money.


PayPal

Please review https://developer.paypal.com/docs/api-basics/manage-apps/ for additional information on generating your Client ID and Secret.


The webhook for PayPal is https://pay.dcdial.com/paypal_webhook.php. Webhooks are a system of automated notifications indicating that an event has occurred in your gateway. For more information on how to set up a webhook with PayPal, please refer to https://developer.paypal.com/docs/api-basics/notifications/webhooks/.


  • Gateway Name
Enter a name for your gateway.
  • Client ID
Enter the client ID that was created in your PayPal account.
  • Secret
Enter the secret associated with your client ID to authenticate your account.
  • Payment Method
Only the PayPal payment method can be selected for this gateway.
  • Live/Sandbox
Sandbox mode is used to validate your credentials only and allows you to use test accounts instead of live accounts without worrying about testing with real-life numbers. Live mode will send real-time transactions to your merchant service provider so you can start earning real money.


Stripe

Please review https://stripe.com/docs/payments for additional information on generating your Publishable Key and Secret Key.

The webhook for Stripe is https://api.dcdial.com/api/stripe_webhook.php. Webhooks are a system of automated notifications indicating that an event has occurred in your gateway. For more information on how to set up a webhook with Stripe, please refer to https://stripe.com/docs/webhooks.


  • Gateway Name

Enter a name for your gateway.

  • Publishable Key

Enter the publishable key that was created in your Stripe account.

  • Secret Key

Enter the secret key associated with your publishable key to authenticate your account.

  • Payment Method

Select the payment method supported by this gateway.

  • Live/Sandbox

Sandbox mode is used to validate your credentials only and allows you to use test accounts instead of live accounts without worrying about testing with real-life numbers. Live mode will send real-time transactions to your merchant service provider so you can start earning real money.

MODIFY GATEWAY

Click on to modify the Payment Gateway.

 

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