Set up your payment methods

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

Before you begin

Install Shopware 5 CD Edition plugin

(optional) Customize Shopware 5 CD Edition plugin

Step 1: Configure payment methods

Sign in with your admin credentials and go to Configuration > Payment methods.

1. Select the payment method that you want to update.
2. Select the General tab and update the details as described in the following table.

Field	Description
Description	The name of this payment method shown in to the client in the storefront.
Name	Do not change. The name of the payment method used internally by the plugin as an identifier.
Template	Do not change. The templates provided by the plugin for all payment methods.
Class	Do not change. The plugin does not have an individual class for each payment method, but uses base class.
Database table	Do not change. The plugin uses more than one table for each payment method
Surcharge / Discounts %	Discount (percentage)
Fixed surcharge	Surcharge (fixed)
Position	Defines the order in which the payment methods are shown to the customer in the storefront.
Active	Select to activate the payment method.
Active for ESD items	Select to activate to enable the payment method for downloadable (ESD) products.
Disable for smartphone	Select to disable the payment method for smartphone users.
URL for iFrame	Do not change. This is used for the Unzer Credit Card/Debit Card iFrame solutions e.g.
Action	Do not change. The plugin has a common action for all payment methods.
PluginID	Do not change. This is an internal identifier.

3. Click Save to save your settings.
4. Select Country to specify all the countries where you want the payment method to be available. Check none to make it available in all countries.

5. Select Save.
6. Select Surcharge to specify the surcharge for the payment method. It is available only for some specific countries.
7. Select Subshop and check all the subshops for which the payment method shall be available. Leave blank to activate payment method for all subshops.
8. Select Free text fields if you want to configure for third party plugins or ERP systems. Get in touch with the manufacturer of the specific plugin.
9. Click Save.

Step 2: Set up your payment methods for shipping costs

1. Go to Configuration > Shipping costs to open the Shipping cost management menu.

2. Click the pencil icon on the right-hand side to edit a specific shipping method

3. Select Payment methods and move the payment methods to the Allowed list which should be available for this shipping method.

4. Click Save.

Step 3: Specific payment method restrictions

Some restrictions for using individual payment methods of the plugin. You can easily create these using Configuration > Risk Management. Choose the payment method you want to restrict and provide the required rules.

Payment method name	Restrictions
Heidelpay CD-Edition Ideal (hgw_idl)	You need to make sure the payment method iDEAL is available for customers with a billing address in the Netherlands only.
Heidelpay CD-Edition EPS (hgw_eps)	You need to make sure the payment method EPS is available for customers with a billing address in Austria only.
Heidelpay CD-Edition PostFinance (hgw_pf)	You need to make sure the payment method PostFinance is available … * … for customers with a billing address in Switzerland only * … with currency Swiss Franc (CHF) only
Heidelpay CD-Edition Przelewy24 (hgw_p24)	You need to make sure the payment method Przelewy24 is available … * … for customers with a billing address in Poland only * … with currency Zloty (PLN) only
Heidelpay CD-Edition Lastschrift (hgw_dd) (active Direct Debit with guarantee)	You need to make sure the payment method Unzer Direct Debit is available … * … for customers with a billing address in Germany, Austria or Switzerland only * … with the currencies Euro (EUR) or Swiss Francs (CHF) only
Heidelpay CD-Edition gesicherter Rechnungskauf (hgw_papg)	You need to make sure the payment method Invoice Guaranteed is available … * … for customers with a billing address in Germany or Austria only * … with currency Euro (EUR) only * … with the minimum/maximum amounts contractually agreed upon with Unzer.
Heidelpay CD-Edition gesicherter B2B Rechnungskauf (hgw_ivb2b)	You need to make sure the payment method Invoice Guaranteed B2B is available … * … for customers with a billing address in Germany or Austria only * … with currency Euro (EUR) only * … with the minimum/maximum amounts contractually agreed upon with Unzer. * … for customers with a company account only
Rechnungskauf von Santander (hgw_san)	You need to make sure the payment method Rechnungskauf von Santander is available … * … if shipping- and billing address are equal * … for customers with a billing- and shipping address in Germany only * … with currency Euro (EUR) only * … with the maximum basket amount of less than €3000 * … for private customers only
Heidelpay CD-Edition ratenkauf by easyCredit (hgw_hpr)	You need to make sure the payment method Ratenkauf by easyCredit is available … * … if shipping- and billing address are equal only * … for customers with a billing address in Germany only * … with currency Euro (EUR) only * … with the minimum/maximum amounts contractually agreed upon with Unzer. * … with the maximum basket amount of less than €10000 * … if the shipping address does not contain the word “Packstation”

Step 4: Clear caches

After finishing the configuration, you have to clear the cache of the shop.

1. Go to Configuration > Cache/Performance > Cache/Performance and click the Cache tab.

   

2. Click Select all button to check all cache types.

3. Click Clear.

Next steps

Learn how to manage transactions