Important information


Set up your payment methods

Set up the payment methods that you want to offer to your customers.

Before you begin

  • Install the plugin
  • To process payments with JTL 5, you’ve to set up the shop and Wawi.

Step 1: Configure your payment methods in the JTL Shop

To configure each payment method, sign in to your admin account, and go to Administration > Zahlungen > Zahlungsarten.

For Unzer Flexipay Installment (Hire purchase), you must also enter the interest rate.

Field Description
Effektiver Zinssatz (in %) Specifies the effective interest rate of the monthly installment payments. The value is bound to your merchant configuration.

Example: 5.99

Step 2: Assign shipping methods

To assign the payment methods to the desired shipping methods/countries, go to Administration > Versand > Versandarten and update the details.

To check which payment methods are supported in each country, go to Payment methods.

JTL administration shipping methods

Step 3: Set up JTL-Wawi for the plugin

To configure and set up your plugin,

1. Configure the payment methods in JTL Wawi

  1. Go to Zahlungen > Zahlungsarten.
  2. Create the payment methods, that you want to use
    • Alipay
    • Unzer Direktüberweisung
    • EPS
    • Giropay
    • iDEAL
    • Kreditkarte
    • Unzer Lastschrift
    • PayPal
    • Przelewy24
    • Unzer Ratenkauf
    • Unzer Rechnung
    • SOFORT
    • Unzer Vorkasse
    • WeChat Pay
      The payment methods must correspond to the Anzeigenamen in the JTL store. So, if you change the displayed name, also translate for other languages, and update here as well.
  3. Select the Auslieferung vor Zahlungseingang möglich for the payment method Unzer Rechnung. This is necessary because the payment methods can be activated only during shipping.

JTL 5 payment method configuration

2. Edit the invoice printing template

For invoices, you must update the invoice template. This is required to avoid unassigned payments or billing for the wrong accounts. The bank details to be used and the reason for payment are sent by the plugin as payment info and order attributes.

For invoices, insert the following DotLiquid code in the invoice print template.

Ihre Daten für die Überweisung:

Empfänger: {{ Vorgang.Attribute | Replace: '^.*unzer_account_holder=(.*?)(\||$).*','$1' }}
IBAN: {{ Vorgang.Attribute | Replace: '^.*unzer_iban=(.*?)(\||$).*','$1' }}
BIC: {{ Vorgang.Attribute | Replace: '^.*unzer_bic=(.*?)(\||$).*','$1' }}
Betrag: {{ Vorgang.Gesamtbetrag }}
Verwendungszweck: {{ Vorgang.Attribute | Replace: '^.*unzer_transaction_descriptor=(.*?)(\||$).*','$1' }}

Bitte beachten: Geben Sie bitte nur den Verwendungszweck an, 
andernfalls können wir Ihre Zahlung nicht zuordnen.

Die Rechnung ist bei Erhalt und ohne Abzug fällig. 
Bitte überweisen Sie den Gesamtbetrag schuldbefreiend auf das oben genannte Konto.

3. Create payment attributes

The payment information (if any) about transactions is updated by the plugin in the payment attributes. Create these attributes in Verkauf > Auftragsattribute so that you can also view them on the orders.

Create payment attributes

Field Description
unzer_iban The IBAN of the Unzer account to which the customer must transfer their money.
unzer_bic The BIC of the Unzer account to which the customer must transfer their money.
unzer_transaction_descriptor The purpose of use of Unzer, which the customer must specify on bank transfers.
unzer_account_holder The account holder of the Unzer account
unzer_short_id Technical ID of the transaction from Unzer, which can be used in the Insight Portal to find the transaction.
unzer_payment_id Payment ID from Unzer
unzer_payment_type_id Payment method ID
unzer_rate_pdf_link Link to the PDF with the information about the installment plan for the customer.
unzer_rate_total_amount Total amount of the installment
unzer_rate_total_purchase_amount Order amount of the installment
unzer_rate_total_interest_amount Interest amount of the installment

4. Create workflows for Unzer Invoice and Unzer Invoice Secured

For the payment methods Unzer Rechnung and Unzer Ratenkauf, you need the invoice number to finalize the order during shipping. Because JTL-Wawi does not sent the invoice number in the online store comparison. You must set up a workflow for sending the invoice details. The invoice number is then sent to the plugin when an invoice is created.

  1. Go to Admin > JTL Workflows, and then Workflowverwaltung.
  2. Create a new workflow for the Auslösende Ereignis > Rechnung > Erstellt and specify the details.

Workflow configuration

Workflow conditions

The workflow must have the following conditions:

Make sure that the One condition met option is enabled for conditions.

Option Comparison Value
Auftrag.Zahlungsart.Name equal Unzer Rechnung
Auftrag.Zahlungsart.Name equal Unzer Ratenkauf

Workflow Actions

  1. Create a new Web Request (POST) action for the workflow with the following options:
    Option Value
    URL https://{IHRE_SHOP_URL}/unzer-sync-workflow
    Parameter attrs={{ Vorgang.Auftrag.Attribute }}&invoice_id={{ Vorgang.Rechnungsnummer }}&invoice_date={{ Datum.Gestartet }}
    Replace {IHRE_SHOP_URL} with the URL where your online store can be reached.
  2. Add the value by clicking the button.
If you update the value in the input field and it is not grayed out, the variables are not replaced, but treated as normal text. So, the invoice number is not saved in the store when the workflow is executed and the invoice payment types cannot be finalized.

Next steps

Learn how to handle transactions Manage transactions

See also