Configuring Payment Processing Options Estimated Reading Time: 5 Minutes The Payment Processing Options page controls how you receive payments from clients. You set up the gateway for credit cards, the gateway for bank accounts (ACH), the external payment gateways, and your own payment types. This page is also step 3 of the Welcome Wizard. For more information, refer to the article "Configuring the Welcome Wizard". Open the Payment Processing Options page Click Settings. In the Billing & Payment section, click Payment Processing Options. Complete only the sections for the payment methods that you use, then click Update. Complete the Credit Cards section A credit card gateway is a third-party service that processes card payments. For the list of gateways, refer to the article "Supported Merchant Gateways". In the Credit Card Gateway field, select your gateway. Gateways from plugins show in the Plugin Credit Card Gateways group. In the Gateway Configuration fields, type the information from your gateway account. The fields change for each gateway. In the Accept CVV2 Codes field, select YES to ask clients for the card verification value (CVV2). Ubersmith uses the CVV2 only for the first authorization of the card, then deletes it. Use Test Gateway only to test Ubersmith. It does not process real payments. Set Mode to Pass to approve all test charges, or Fail to decline them. Complete the ACH Accounts section In the ACH Gateway field, select your gateway for bank account payments. Gateways from plugins show in the Plugin ACH Account Gateways group. In the configuration fields, type the information from your gateway account. The fields change for each gateway. Complete the Payment Gateways sections A payment gateway lets clients pay on the website of the gateway, for example PayPal. Each gateway has its own section. To use a gateway, select Enable in its section. The fields of the gateway then show. The Notification Address field of a gateway is the email address that gets a message when Ubersmith gets a payment that it does not recognize. 2CheckOut Select Enable. In the 2Checkout Mode field, select Live or Test. In the 2Checkout Account Number field, type your 2CheckOut account number. In the 2Checkout Payment URL field, select the payment URL for your account. In the 2Checkout Secret Word field, type your 2CheckOut secret word. In the 2Checkout Notification Address field, type the email address for notifications. In your 2CheckOut account, go to the Redirect URL settings. Select Enable Return after Sale, then type the URL that clients see after they pay in the Approved URL field. Alipay Select Enable. In the Alipay Merchant id field, type your Alipay merchant ID. In the Alipay Mode field, select the mode. In the Alipay key field, type your Alipay key. In the Alipay currency field, select the currency. In the Cross-border payment product field, select the Alipay cross-border product that you registered for. This is usually New. Boleto Before you enable Boleto, add two custom client fields. For more information, refer to the article "Adding Custom Client Fields". Label Type Field Size API Variable Name CNPJ Text input 100 shopline_cnpj CPF Text input 100 shopline_cpf Select Enable. In the Company Code field, type your Boleto company code. In the Key field, type your Boleto key. In the URL field, select the Boleto URL. In the Notification Address field, type the email address for notifications. PayDollar / Alipay Select Enable. Follow the instructions that show in the section. In the Merchant ID field, type your PayDollar merchant ID. In the Secure Hash Secret field, type your PayDollar secure hash secret. In the Currency field, select the currency. In the Notification Address field, type the email address for notifications. In the Mode field, select Live or Test. PayPal Before you enable PayPal, set up your PayPal account. For more information, refer to the article "Using PayPal". Select Enable. Complete the Account ID, Email Address, API Client ID, API Secret, and Webhook ID fields with the information from your PayPal account. In the Notification Email Address field, type the email address for notifications. Select the notifications to send: Notify unrecognized payments, Notify declined payments, and Notify pending payments. In the Currency field, select the currency. In the PayPal Mode field, select the mode. Robokassa Select Enable. Follow the instructions that show in the section. In the Merchant Login field, type your Robokassa merchant login. In the Merchant Password 1 and Merchant Password 2 fields, type the two passwords that you also set in Robokassa. In the Payment Premium field, type the rate, as a decimal, of the premium to add to payments. In the Notification Address field, type the email address for notifications. Skrill Select Enable. In the Merchant Email Address field, type the email address of your Skrill account. In the Currency field, select the currency. In the Secret Word field, type your Skrill secret word. In the Notification Address field, type the email address for notifications. WebMoney Select Enable. In the Purse ID field, type your WebMoney purse ID. In the Secret Key field, type your WebMoney secret key. In the Notification Address field, type the email address for notifications. WorldPay Select Enable. In the WorldPay Mode field, select Live or Test. In the WorldPay Installation ID field, type your WorldPay installation ID. In the WorldPay Account ID field, type your WorldPay account ID. In the WorldPay Callback Password field, type your WorldPay callback password. In the WorldPay Currency field, select the currency. In the WorldPay Notification Address field, type the email address for notifications. Save the settings Click Update. If you set up this page in the Welcome Wizard, click Next >> to go to the next step. Add a custom payment type A custom payment type is your own payment method, for example a bank transfer to a local bank. You can select it when you mark a payment as received on an invoice. Custom payment types also show in the payment reports. In the Custom Payment Types section, click Add a Payment Type. The Add Custom Payment Type window opens. In the Id field, type an ID for the payment type, for example bank_transfer. Ubersmith adds custom_ to the start of the ID, and changes spaces to underscores. You cannot change the ID later. In the Label field, type the name of the payment type. If you use more than one language, type the label for each language. In the Description field, type a description. Make sure that Active is set to YES. Click Save. To change a custom payment type, click edit. To stop using it, click deactivate, then click Yes.