Payment Settings

Use this topic for configure business-owned gateways.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Payment Settings

Audience

Business owners responsible for payment gateways.

Permissions

  • Only business owners may configure or disable payment gateways.

Actions

Configure gateway
Use Configure gateway to support configure business-owned gateways.
Disable gateway
Use Disable gateway to support configure business-owned gateways.

Statuses

Not configured
The record is currently not configured.
Active
The record is currently active.
Disabled
The record is currently disabled.

Workflow

  1. Open Payment Settings.
  2. Review the record and its current status.
  3. Choose Configure gateway and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A gateway test fails
Verify the provider mode and replace invalid credentials through the secure form