Card

Card payments are cashless payment methods that allow payments with debit or credit cards online. To add card as a payment method, click Add payment method and select Card. Choose the country, that is set to United Kingdom as default, the payment provider from the dropdown e.g. Bambora, Opayo, Stripe, etc., and click OK.

info

Each payment provider has a different set of parameters to be added.

Bambora

If you select Bambora, then add information for the following fields.

Field	Description
Merchant ID	ID number of the account that has been authorized for payments.
Payments Passcode	Password for the payment gateway access.
Profiles Passcode	Payment payers profile password.
Reports Passcode	Password for the merchants report.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment gateway i.e. pound 1.
Monthly collection restriction	Depending on your provider, you may configure which days of the month regular payments can be taken.
Weekly collection restriction	Depending on your provider, you may configure which days of the week regular payments can be taken.
Accessible to/restrict roles	Users that can access the payment gateway i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment gateway e.g. GBP or USD. If the client is using any other currency other default, then onboarding consultant must speak to the developers to make sure the relevant currency is considered.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

Card Terminal

If you select Card Terminal, then add information for the following fields.

Field	Description
Name	Name of the payment gateway i.e. Card Terminal.
Card Brand	Brand of the card as hidden, optional or required.
Last 4 digits	Last 4 digits as hidden, optional or required.
Card Expiry	Card expiry as hidden, optional or required.
Authorisation Code	Authorization code as hidden, optional or required.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment gateway i.e. pound 1.
Accessible to/restrict roles	Users that can access the payment gateway i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment gateway e.g. GBP or USD. If the client is using any other currency other default, then onboarding consultant must speak to the developers to make sure the relevant currency is considered.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

Opayo

If you select Opayo, then add information for the following fields.

Field	Description
Name	Name of the payment gateway i.e. Opayo.
Environment	Type of environment used.
Integration key	Relevant integration key of the payment provider developer section.
Integration password	Relevant integration password of the payment provider developer section.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment provider i.e. pound 1.
Monthly Collections Restriction	Any dedicated payment days to receive the payment monthly or not.
Weekly Collections Restriction	Any dedicated payment days to receive the payment weekly or not.
Accessible to/restrict roles	Users that can access the payment provider i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment provider e.g. GBP or USD.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

Square Terminal

If you select Square Terminal, then add information for the following fields.

Field	Description
Name	Name of the payment gateway i.e. Square Terminal.
Card Brand	Brand of the card as hidden, optional or required.
Last Digits	Last 4 digits as hidden, optional or required.
Invoice Number	Invoice number as hidden, optional or required.
Transaction ID	Transaction ID as hidden, optional or required.
Payment ID	Payment ID as hidden, optional or required.
Details URL	Details URL as hidden, optional or required.
Deposit ID	Deposit ID as hidden, optional or required.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment gateway i.e. pound 1.
Accessible to/restrict roles	Users that can access the payment gateway i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment gateway e.g. GBP or USD. If the client is using any other currency other default, then onboarding consultant must speak to the developers to make sure the relevant currency is considered.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

Stripe

If you select Stripe, then add information for the following fields.

Field	Description
Name	Name of the payment provider i.e. Stripe.
Environment	Type of environment used.
Client key	Relevant client key of the payment provider developer section.
Secret key	Relevant secret key (password) of the payment provider developer section.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment provider i.e. pound 1.
Monthly Collections Restriction	Any dedicated payment days to receive the payment monthly or not.
Weekly Collections Restriction	Any dedicated payment days to receive the payment weekly or not.
Accessible to/restrict roles	Users that can access the payment provider i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment provider e.g. GBP or USD.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

Worldline

If you select Worldline, then add information for the following fields.

Field	Description
Name	Name of the payment provider i.e. Worldline.
Environment	Type of environment used.
Platform	Type of platform to be used.
Merchant ID	ID number of the account that has been authorized for payments.
API Key	Relevant API key to request payments from the system to the platform.
API Secret Key	Relevant API secret key (password) to request payments from the system to the platform.
Webhook Secret
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment provider i.e. pound 1.
Monthly Collections Restriction	Any dedicated payment days to receive the payment monthly or not.
Weekly Collections Restriction	Any dedicated payment days to receive the payment weekly or not.
Accessible to/restrict roles	Users that can access the payment provider i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment provider e.g. GBP or USD.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.