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 paymentmethod. . |
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. |
Action | Do not change. The plugin has a common action for all payment methods. |
PluginID | Do not change. This is an internal identifier. |
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Click Save to save your settings.
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(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.
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Select Save.
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(Optional) Select Surcharge to specify the surcharge for the payment method. It is available only for some specific countries.
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(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.
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Click Save.
Step 2: Set up your payment methods for shipping costs
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Go to Configuration > Shipping costs to open the Shipping cost management menu.
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Click the pencil icon on the right-hand side to edit a specific shipping method
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Select Payment methods and move the payment methods to the Allowed list which should be available for this shipping method.
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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
|
Heidelpay CD-Edition Przelewy24 ( hgw_p24 ) |
You need to make sure the payment method Przelewy24 is available
|
Heidelpay CD-Edition Lastschrift ( hgw_dd )(active Direct Debit with guarantee) |
You need to make sure the payment method Unzer Direct Debit is available
|
Heidelpay CD-Edition gesicherter Rechnungskauf ( hgw_papg ) |
You need to make sure the payment method Invoice Guaranteed is available
|
Heidelpay CD-Edition gesicherter B2B Rechnungskauf ( hgw_ivb2b ) |
You need to make sure the payment method Invoice Guaranteed B2B is available
|
Rechnungskauf von Santander ( hgw_san ) |
You need to make sure the payment method Rechnungskauf von Santander is available
|
Heidelpay CD-Edition ratenkauf by easyCredit ( hgw_hpr ) |
You need to make sure the payment method Ratenkauf by easyCredit is available
|
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