Setting Up a Payment Gateway

Owned by Posimente
May 23, 2023
2 min read

To set up a gateway, go to the App Launcher and click on ProntoPayment Settings.  Click Gateway in the sidebar.  

Click the New Gateway button on the right hand side to create a new Payment Gateway.

Choose a record type corresponding to the type of payment gateway being integrated with. Then click the Next. 

On the ASGateway Edit page, configure the following;

  • Enter a Gateway Name

  • Whether gateway is a sandbox (checkbox)

  • Gateway API Token (to be provided by Payment Gateway provider) 

  • Password for the Gateway login (if applicable)

  • Default currency.

  • API Version. The picklist will always be defaulted to the most current version

  • Choose from the picklist the Default opportunity stage for successful transactions (Usually Closed Won

  • Choose from the picklist the Default opportunity stage for failed transactions (Usually Closed Lost)

  • Whether gateway is active (checkbox)

  • Payment Source Handling – for one off transactions, options are to:

    • Never Remove – do not automatically delete payment source details.

    • Remove After Successful Charge – delete payment source only after successfully processed.

    • Remove After Any Transaction – delete payment source after processing regardless of outcome

Payment Methods

  • Whether bank account direct debits are permitted (only available on permitted gateways).

  • Whether credit card direct debits are permitted – if selected, can choose which card types are permitted (only available on permitted gateways).

  • Checkbox on whether to use tokenisation.