A payment method is a way for a customer to pay for a product or a service during checkout. DynamicWeb integrates with a number of payment providers, each of which requires you to have an account with them in order for them to process payments.
You can download add-ins for the payment providers we support from the appstore - no add-ins are available out of the box.
This article will teach you to create and configure payment methods in DynamicWeb 10. After you've created a payment method it will be available for selection during checkout - which is handled by the shopping cart app.
Creating a payment method
To create a payment method:
Go to Settings > Areas > Commerce > Order Management > Payment
Click '+ new payment' in the top right corner and fill in the details
Provide a name, set the method to Active
Select which countries it should be active for
Select a payment provider - or not, if you want to use handle payment manually through invoices
If relevant, set up fees
If relevant, configure integration fields and other fields
You can read more about the settings on each payment method tab in the following sections.
The Countries settings are used to specify the delivery countries for which the payment method will be active.
To make a payment method active for a delivery country, move it from the Excluded column to the Included column. If no countries are chosen, the payment method is active in all countries.
On the Provider tab, you can select a payment provider. Providers are add-ins which are used to connect to an external payment service, please add the relevant add-in to your solution using the appstore.
When you select an provider, you will see a number of settings related to connecting to the external payment service, configuring which cards to include, rendering a payment form, etc. Each payment provider is documented separately:
The Fees-tab makes it possible to manually define payment fees, either fixed or percentage-based. This can be relevant if you're handling payments without connecting to an external payment provider, or if a payment provider does not return fees as a part of the API.
To create a fee:
Click View fees list
Click New fee
Specify a fee and a type - amount or percentage
Set a Total price at which point this fee will trigger - below this threshold, the fee will not be applied
If multiple fees apply, the more specific fee is used - a fee with a Country-restriction is applied before a similar fee without a Country-restriction. On the shopping cart app you can configure whether the system bases this calculation on the billing address or delivery address country.
Finally, the Other tab contains a couple of occasionally employed settings:
The frontend groups section allows you to restrict this fee to specific users or user groups. If none har selected the fee applies to all groups
The Icons section makes it possible to select an icon for this payment method to use in frontend and/or in the order list
The integration fields contain three settings related to setting up and integration to Business Central - they are:
To make a payment method active for a delivery country, move it from the Excluded column to the Included column. If no countries are chosen, the payment method is active in all countries.
To create a fee: