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Payment Gateway Configuration Example

Last Updated: Nov 24, 2020

Summary

Payment Gateways are used to process manual and automatic payments for the payment types that the gateway supports (credit cards, ACH).

This guide will provide an example on how to add the Authorize.Net payment gateway in the LogiSense Billing application.

Prerequisites

  • Spreedly keys are setup in the AWS SSM Parameter Store with the required configuration. This step is completed by the LogiSense Deployment Team

  • You will need to know the authentication details for your payment gateway before you can configure the gateway in the LogiSense Billing application

Sample Configuration

Configuring the Payment Gateway

  1. Log into the LogiSense Billing application

  2. Click on the Setup menu, User & Accounts and then Owners

     

  3. On the owner screen that loads click on the Payment Gateway tab in the upper right

  4. Under the Payment Gateways panel click the (emoji) to add a new payment gateway

  5. When you select a gateway type additional fields will appear. In this example we will select Authorize.Net as the gateway. Here we will configure the gateway as active and setup to process payments for ACH and Credit Cards, specifically for the Visa and Mastercard card types (shown below)

  6. Click Save to add the gateway
    Note: authentication details will no longer be displayed for the gateway once it is saved

Adding Payment Methods and Making Payments on Accounts

If you have configured your system to the point where accounts can be setup you can test adding payment methods to accounts and making payments. See the Account Payment Methods article for details.

If you have not completed the base system configuration steps see the ‘Next Steps’ section below to continue with setting up the required system elements.

Next Steps

  • SMTP Settings Optional Steps:

    • Optional: SMTP settings allow the system to send emails. New users cannot be emailed with a link to setup their passwords until SMTP settings are configured. This step does not need to be completed until you are ready to setup new users. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings

  • Users and Roles Optional Steps:

    • Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles

  • Account Settings Required Steps:

    • Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings