Set up your payment methods
Set up the payment methods that you want to offer to your customers.
Before you begin
Step 1: Configure payment methods
Sign in with your admin credentials and go to Configuration > Payment methods.
- Select the payment method that you want to update.
- 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. |
- Click Save to save your settings.
- (Optional) Select Country to specify all the countries where you want the payment method to be available. The payment method is available for all the countries if you select none.
- Select Save.
- (Optional) Select Surcharge to specify the surcharge for the payment method. It is available only for some specific countries.
- (Optional) Select Subshop and check all the subshops for which the payment method shall be available. Leave blank to activate the payment method for all the subshops.
- (Optional) Select Free text fields if you want to configure for third party plugins or ERP systems. Contact the manufacturer of the specific plugin.
- Click Save.
Step 2: Set up your payment methods for shipping costs
-
Go to Configuration > Shipping costs to open the Shipping cost management menu.
-
Click the pencil icon on the right-hand side to edit a specific shipping method
-
Select Payment methods and move the payment methods to the Allowed list which should be available for this shipping method.
- 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.
- Go to Configuration > Cache/Performance > Cache/Performance and click the Cache tab.
- Click Select all button to check all cache types.
- Click Clear.
Next steps
Learn how to manage transactions