Paying for orders in PocketShop

Purpose and scope

As a merchant, you want to collect payment for the products you sell safely, securely and efficiently. Two payment options are currently supported:

Pay on account - the order amount is set against the customer’s credit balance
Pay by credit card - the order amount is paid immediately using the Opayo by Elavon payment gateway, which has been integrated with PocketShop

This feature guide guides you on how to integrate your payment gateway with PocketShop, explains how your credit card payments are managed in your ERP and explains how your customers can select their payment method when using PocketShop.

Benefits

Key benefits:

When your customer selects to pay by credit card, payments are collected immediately and efficiently and your customer's payment details are secure since we are using PCI compliant Opayo as our payment gateway
When your customer selects to pay on account, customer’s credit is managed within your ERP

Tasks

Integrating your Opayo payment gateway with PocketShop

Integrate

We can work together to get your Opayo payment gateway up and running quickly. When you set up your Opayo account, you have one vendor name and, possibly, one or more users. The vendor name is the account identifier and never changes. The vendor name is used to set up your payment gateway.

As a merchant, log into your Opayo account using your vendor name.

Select “Add a IP”, which allows you to add a set of IP addresses that link your payment gateway to PocketShop. We will share these IP addresses with you directly.

Under “Payment Pay templates”, select “Responsive”. This ensures that PocketShop screens work correctly on all smartphones.

We make some in-house configuration changes.

Typically, we test that everything operates as it should on a test service, before deploying it to your live system.

Remember

IP addresses need to be padded and in the following format: NNN.NNN.NNN.NNN.NNN .
Payments made through the gateway must be tested on a live system - initially in a testing environment. They can not be tested on a local machine.

Merchant view of credit card payments

Once payment has been successfully processed, the order is placed in your ERP in real-time. A payment receipt specifying the payment type is sent from Opayo to your ERP.

If you have an EDI-based system, the payment receipt specifies that the order has been paid by credit card; the payment gateway is not specified.

Select your ERP from the drop down box on the top-right of this screen to see the payment type for your ERP.

SAP Business One

Creates a Sales Order record only; currently, does not create an incoming payment record.

What does my customer do?

Pay on account

Once you have added all your items to your Cart, click Checkout in the top right of your screen to start the checkout process.
Select “Add to Credit Account” under Payment Method as part of the checkout process.
Click Confirm. This validates the order request, and displays in-app messages if an error occurs. If validation is successful, your payment reduces your credit amount by the amount due on the order, and your order is placed in the merchant’s ERP.

Pay by credit card

Once you have added all your items to your Cart, click Checkout in the top right of your screen to start the checkout process.
Select “Pay with card” under Payment Method as part of the checkout process.
Select your credit card. Complete credit card details, click Confirm. This displays a screen allowing you to review your order details.
Click Pay <amount> bill now. This processes your payment transaction and places your order in the merchant’s ERP.