The Payment node allows you to create and manage payment methods for a solution. These payment methods will then be available for selection in frontend when the user progresses through the checkout process using a shopping cart app.
When you open this node, you will see a list of existing payment methods on the solution:
For each payment method you can see:
The name
The active-state
The checkout handler used (an add-in which connects to an external payment provider like QuickPay or Stripe)
The countries where it is available
You can click each list item to view more details about how the payment method is set up.
Note
PCI Compliance
DynamicWeb does not collect information which necessitates PCI compliance - read more here.
Creating a payment method
To create a payment method:
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 General tab contains the most fundamental settings:
Setting
Used for
Notes
Name
Set the name of the payment method
Also used in frontend
Active
Activate/deactivate a payment method
Description
Describe the payment method
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 - an add-in which connects to an external payment service.
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.
The Fees-tab is used 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 Manage
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
Select the country/region where the fee should apply (or leave as All countries)
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.
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 are selected the fee applies to all groups.
The Icons section allows you to select an icon for this payment method to use in frontend and/or in the order list
The Business Central integration fields section contain settings related to setting up and integration to Business Central - they are:
For each payment method you can see:
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.
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.
To create a fee: