X-Payments:Payment configurations

From X-Payments Help
Jump to: navigation, search
X-Payments user manual
  1. X-Payments:General information
  2. What's New
  3. System requirements
  4. Installation
  5. Two-factor user authentication
  6. Configuring X-Payments
  7. Managing users
  8. Customizing the interface
  9. Managing payments
  10. Unistalling X-Payments
  11. Upgrading
  12. Moving X-Payments from one host to another
  13. Viewing X-Payments logs
  14. FAQ
  15. Troubleshooting
  16. Glossary
  17. Supported payment gateways

In order for X-Payments to operate, you must set up at least one payment configuration, enable it and assign it to the online store you are going to use with X-Payments. This can be done on the 'Payment Configurations' page (Settings -> Payment configurations).

Adding a Payment Configuration

To add a new payment configuration, select the name of the required payment module from the drop-down box and click the Add new button.

XP2.0 payment configurations.png

The 'Add new payment configuration' page opens.

Note that the settings on this page will differ depending on the selected payment module. For instance, here's the 'Add new payment configuration' page for AuthorizeNet.AIM:

XP2.0 authorizenet aim.png

Basically, what you need to do is get the information needed by X-Payments to access your payment gateway merchant account on your behalf and enter it on this payment configuration page in X-Payments. You also need to adjust a few settings to specify how exactly you wish the payment configuration to work; for most payment configurations these are:

  • Test/Live mode (whether you are using a development/sandbox or a production environment);
  • Initial transaction (Auth or Auth and capture);
  • Order prefix (your trading name or any other prefix that will help you to identify a payment transaction as originating from a specific store);
  • Currency (the currency to use for payments);
  • Security code required (whether the buyer should be required to enter a Card Verification Value on the payment page);
  • Credit card types (the credit card types you are going to accept);
  • Cancel not captured (whether authorizations obtained for payments made in the "auth only" mode should be voided automatically within 30 days of payment if a capture of the funds has not been performed);
  • Use in online stores (the store(s) in which this payment configuration must be used. This setting is only available in X-Payments Multistore.);
  • 3-D Secure (what 3-D Secure provider is used for the payment configuration and its current status - Enabled/Disabled);
  • Antifraud (whether an Antifraud service is enabled for the payment configuration and which Antifraud service provider is used).

When you're done, be sure to click Save to save the payment configuration. After this the payment configuration is added to the list of your active payment configurations.

More information on configuring the following payment configurations is available:

Payment Configurations List

Payment configurations that have been added in your X-Payments installation can be viewed and managed on the 'Payment Configurations' page (Settings -> Payment configurations). On this page you can see the list of available payment configurations:

XP2.1 payment configurations list.png

For each payment configuration on the list you can see the name of the payment module employed, the number of submitted payments and the current status of the payment configuration (Enabled or Disabled). Payment configurations set to work in test mode are marked with the "test" icon.

X-Payments 2.1 and later: Payment configurations that support 3-D Secure payer authentication are marked as such: the ones that use 3-D Secure via Cardinal Commerce have the link "3D Secure: CardinalCommerce" next to their name (the link leads to a page where 3-D Secure settings for the respective payment configuration can be adjusted); the ones that rely on the 3D Secure solution provided by the payment gateway are marked by the words "3D Secure: Built in". For each payment configuration supporting 3-D Secure transactions there's an icon showing the current status of 3-D Secure payer authentication service (Enabled or Disabled).

X-Payments 2.1 and later: Payment configurations that support KOUNT Antifraud screening are marked as such. The Configure link allows you to access the KOUNT Antifraud screening settings page for the respective payment configuration. For each payment configuration supporting KOUNT there's an icon showing the current status of the antifraud screening service (Enabled or Disabled).

On 'Payment Configurations' page you can:

  • Open the details of a specific payment configuration for viewing/editing;
  • Enable/disable payment configurations;
  • Delete payment configurations;
  • X-Payments 2.1 and later: Access the CardinalCommerce 3D-Secure configuration settings page and the KOUNT Antifraud screening settings page for any payment configuration that supports these services.

Assigning a Payment Configuration to an Online Store

After adding and configuring in the X-Payments back end a payment configuration you require, you need to assign it to the online store where you want to use it.

Starting with X-Payments 3.0, users of X-Payments Hosted with a single online store integration do not have to assign payment configurations to their online store manually because all the payment configurations they configure and enable in X-Payments are assigned to their only online store automatically.

A payment configuration can be assigned to an online store using one of the following methods:

  • Via the 'Online store details' page:
  1. Open the details of the store to which you wish to assign a payment configuration for viewing/editing.
  2. In the Payment configurations box, select the payment configuration that needs to be assigned.
  3. Click Save.
  • Via the 'Payment configuration details' page:
  1. Open the payment configuration's details page for viewing/editing.
  2. In the Use in online stores box, select the store to which the payment configuration needs to be assigned.
  3. Click Save.

Viewing a Payment Configuration's details

To view the details of a specific payment configuration, click on its name in the 'Payment Configurations' list. The 'Payment configuration details' page opens showing all the information related to the payment configuration.

On this page you can:

  • View/edit the details of the payment configuration;
  • Enable/disable the payment configuration;
  • Delete the payment configuration.

Enabling/Disabling a Payment Configuration

To enable/disable a payment configuration, do one of the following:

  • On the 'Payment Configurations' page:
    X-Payments 2.0 and later: Click the button dropdown element opposite the payment configuration name and select the required action (Enable / Disable) from the menu:
    XP2.0 manage payment configurations l.png
    X-Payments 1.0: Click the [ enable ] / [ disable ] link opposite the payment configuration name.
  • On the 'Payment configuration details' page:
    X-Payments 2.0 and later: Click the button dropdown element near the 'Name' field or at the bottom of the page and select the required action (Enable (and save)/Disable (and save)).
    X-Payments 1.0: Click the [ enable ] / [ disable ] link below the 'Name' field.

Editing a Payment Configuration's Details

To edit information about a payment configuration:

  • On the 'Payment configuration details' page:
    Edit the contents of any editable fields and click Save.

Deleting a Payment Configuration

To delete a payment configuration, do one of the following:

  • On the 'Payment Configurations' page:
    X-Payments 2.0 and later: Click the button dropdown element opposite the payment configuration name and select the required action (Delete configuration) from the menu. Confirm the deletion.
    X-Payments 1.0: Click the delete icon Xp-14 x button.gif opposite the payment configuration name. Confirm the deletion.
  • On the 'Payment configuration details' page:
    X-Payments 2.0 and later: Click the button dropdown element near the 'Name' field or at the bottom of the page and select the required action (Delete configuration). Confirm the deletion.
    X-Payments 1.0: Click the Delete configuration link at the bottom of the page. Confirm the deletion.


PDF button.png This article can be downloaded as a PDF file