Configuring Payment Processors

To accept payments, you must configure the payment processor(s) that will be presented as payment options to the customers on the checkout page.

To do this, go to the AgileVoice admin area, and in the left menu go to Setup -> Checkout Plugins -> List.

If you see your payment processor in this list, then you can select it to enable it and enter your account settings.

If your payment processor is not in the list, then you can go to Setup -> Checkout Plugins -> Add to add it.

FIELD	DESCRIPTION
Name	Friendly name to display to the customer at checkout
Description	Brief description to display to below the name at checkout
Active?	Enables / Disables this checkout plugin
Checkout Plugin	The name of the AgileVoice checkout plugin file to use
Processing Mode	Test mode live mode. Live mode processes live transactions, and test mode will either simulate a successful transaction, or display the debug information from the gateway, depending on the checkout plugin selected
Allow One Time Charges	Enables this checkout plugin to be displayed for non-recurring charges
Allow Recurring Charges	Enables this checkout plugin to be displayed for recurring charges (not supported by all 3rd party processors)
Allow Trials	Enables this checkout plugin to be displayed for trial charges
Minimum purchase amount allowed	The minimum order amount this checkout plugin may be used for
Maximum purchase amount allowed	The maximum order amount this checkout plugin may be used for
Maximum failed order attempts allowed	Not implemented
Require one of the following groups to access this checkout option	Select any groups that the user must be authorized for in order to checkout using this plugin
Exclude orders that include any of the following products from accessing this checkout option	Any products selected will make this checkout plugin unavailable if they are in the user's cart
Require Manual Approval of all new Purchases?	Yes, or No to allow automatic approval after payment is received
Require Manual Approval of all Automatically Generated Invoices for Recurring Services?	Yes, or No to allow automatic approval after recurring payment is received
Manual Approval Required for any new Purchase Greater Than	Define the maximum order amount that does not require manual approval, If Manual Approval is set to Yes
Manual Approval Required for Currencies	Define the currencies that require manual approval, If Manual Approval is set to Yes
Manual Approval Required for Countries	Define the countries that require manual approval, If Manual Approval is set to Yes
Manual Approval Required for Groups	Define the user groups that require manual approval, If Manual Approval is set to Yes
Default Checkout Option for Amounts Greater Than	This setting allows AgileVoice to sort the list of available checkout options, so the customer will see your preferred at the top of the list, based on the customer's total order amount
Default Checkout Option for Currencies	This setting allows AgileVoice to sort the list of available checkout options, so the customer will see your preferred at the top of the list, based on the customer's selected currency
Default Checkout Option for Countries	This setting allows AgileVoice to sort the list of available checkout options, so the customer will see your preferred at the top of the list, based on the customer's country
Default Checkout Option for Groups	This setting allows AgileVoice to sort the list of available checkout options, so the customer will see your preferred at the top of the list, based on the customer's user groups
Currencies Supported	Define what currencies are supported by the selected checkout plugin
Special Instructions to E-mail User	Text message that will be sent to the user in the order confirmation e-mail with specific instructions for the selected checkout plugin