STEP BY STEP
Step 1: Register an account
Register your payever account at: https://commerceos.payever.org/entry/registration/business
Step 2: Configure payment options
In order to configure your payment options, first click on Apps in the upper left corner and choose the Checkout icon. Alternatively, click Open directly in the Checkout tab.
Next, select the tab Payment options in the navigation bar at the top of the screen. Then click on + Add and choose the payment option(s) you want to implement from the list by clicking on Install.
The menu that opens after installing a specific payment option differs between the different payment options. For most payment options, you will be directed to the corresponding payment provider when you click on Connect. For the payment options powered by Santander (Invoice, Factoring and Installments), you will be asked to enter the credentials that were provided to you from Santander, before clicking on Connect (if you have not been in touch with Santander before, please contact email@example.com).
Step 3: Configure channels
Select the tab Channels in the navigation bar at the top of the screen and click on + Add. From the list that opens afterwards, choose the shop system that you use for your online business and click on Install.
Select API keys and click on + Add. Enter a name of your choice and click on Generate. Afterwards, click on the plus icon (+) and you see the credentials that you have to insert into the shop system that you use for your online business (i.e., Client Id, Client secret, Business UUID).
Select the tab Channels in the navigation bar at the top of the screen and click Open, next to JTL.
From the list that now opens choose a plugin version (we recommend to pick the newest version) and click Download to download the plugin as a zip file. Install the downloaded files into your JTL backend.
Step 4: Install the plugin
Log into your JTL backend and open the payever plugin settings (click on Plugins in the navigation bar, then click on plugin management).
Under the Upload tab click Choose and select the zip file that you previously downloaded from your payever account and saved on your computer.
Once you selected the zip file, click the upload button to upload the file.
Once successfully uploaded, click the Available tab and you should be able to see the plugin you just uploaded. Tick the box to the left of the plugin and click the Install button.
Step 5: Configure plugin
After the installation you will find the plugin in the tab Activated. Click on the gear icon under the Actions column to open the settings.
Here you need to make the following adjustments:
- Mode: Please select live mode (unless you want to do some test transactions first, in which case you may select sandbox mode - more information can be found at the end of this manual).
- Client ID, Client Secret and Business UUID: Please enter the data that you generated in your payever account in step 3 (unless you are in sandbox mode, then leave the pre-filled test data here).
- Standard language checkout: Here you either select the language of your shop or the setting default - which causes payever to automatically select the language that is set in the internet browser of this customer.
- Show fee for the payment method: Please select Yes here. If you request fees for a payment method, the fees will be shown to the customer in the checkout. You can specify whether you or the customer bear the fees in your payever account (Checkout App > Payment methods).
- Show logo or name for the payment method: Here you can choose whether you prefer to display the name of the payment method (eg "PayPal") or the logo of the payment provider (either or, you can not choose both).
- Show payment description: In the payment method settings, you have the option of entering a short description for each payment method which the customer will see in the checkout. Here you can specify whether these texts should be displayed or not.
- Redirect or iFrame: Here we recommend the setting Use iFrame. If you choose Use iFrame here, the payever checkout will be loaded in an area / iframe within your website, the customer will not leave your shop. If you select Use redirect, the customer will be redirected to a new window with a payever URL.
- Enabled: Please select Yes here.
- Logging level: We recommend the setting Critical news. You don't usually need the other two options unless you experience problems later - our support team may ask you to activate the All messages mode so that we can better analyze the cause of the problem.
When you are done, don't forget to click Save at the bottom of the page.
Then synchronize the payment methods in the Synchronization and Utilities tab. To do this, click on Synchronize.
(Note: if you later want to change individual settings, e.g. display payment description, it is sufficient to save the change, you do not need to synchronize again. You only need to synchronize if you a) activate the plugin in this version for the first time, or b) Switch sandbox to live mode or vice versa. Please note that when you synchronize, the settings you make in step 6 below are overwritten with the default information: i.e. if, for example, you were in sandbox mode first and then made some changes in the settings for the payment methods, you must do so after you have switched to live mode and synchronized, unless you need to make these amendments again.)
Step 6: Adjust payment methods
After synchronization, check whether all payment options that you want to offer your customers activated in your JTL backend are also activated in your payever account. (To do this, click on Storefront in the navigation bar and under the Payment Methods column click Overview.
You are now in the Payment Methods settings where you can view and edit all your payment methods.
See will see your desired payment methods in the list, which should all be marked with a green check-mark (if they are not, please check whether the plugin has been deactivated, or if the payment method in your payever account is deactivated). You can edit the settings of this payment methods by clicking on the symbol on the far right.
The available options may vary slightly depending on the payment method chosen. Here's an example
Here you can, among other things, enter a descriptive test for the individual payment method.
Please note that the Accept fee (merchant versus customer bears fee) option has no effect here, since it will be overwritten by the settings in your payever account. If for example, you want the customer to pay the fee, it is not sufficient to enter No here, you must also specify this in your payever account.
It should be noted, regarding Minimum order and maximum order, that the payment providers themselves specify a framework in which you need to operate. (Example: the Santander invoice purchase is set by Santander to range from €5 to €750 - if you were to enter, for example €900, your customers will only see the invoice purchase for shopping carts up to €750).
With Variable fee and Fixed fee, you only determine which fee the customer should see in a black box when selecting the payment methods, but not which fees the customer actually pays.
Step 7: Link shipping methods
Next, make sure that the payment methods are linked to the relevant shipping methods. To do this, click on storefront in the navigation bar and under the purchase column click on Shipping Methods.
Here you can see your different shipping methods, as shown below. Under Payment Methods you can see which payment methods are currently activated for this specific shipping method - if the payment method you want is not included, click Edit.
If you click the Edit button above, you will reach a page title Change shipping method, scroll down until you have reached the section Accepted payment methods. Tick the box next to the desired payment methods, and once done don't forget to click the Change shipping method button at the bottom of the page to save your changes.
You can determine whether it worked by checking if the selected payment methods now are listed for this shipping method under Payment methods. Repeat this process for all shipping methods for which you want to offer the specific payment method.
Attention: Do you use the PayPal Plus Checkout?
If you use the ready-made checkout module JTL PayPal, you must also add the desired payment methods to the PayPal checkout so that they are displayed to the customer. Simply add the desired payment methods under Plugins > JTL PayPal. Please note that this special PayPal checkout module allows a maximum of 5 additional payment methods from other providers.
Testing the plugin: sandbox mode
Would you like to test the plugin and the payment options before you go live? No problem - you can do so in staging/sandbox mode, since none of the transactions will then result in an actual payment. Please activate the sandbox mode in the plugin settings (see step 5 above) and enter our test data in the Business UUID, Client Secret and Client ID fields. You can copy this data in manually or simply click on the Enter sandbox API key button in the Synchronization and Utilities tab, as shown below.
To have payments confirmed in test mode, please use the relevant sub data. This way you can test the plugin without triggering a real transaction.
We would like to ask you to test only in sandbox mode, since test transactions in Live, even if you subsequently cancel them immediately, can have undesirable consequences (for example, if you test too often with your credit card, it may be reported and blocked) If you submit multiple installment loan applications in your name, this can worsen your credit score, etc.).
If you want to go live and therefore switch off sandbox mode, please do not forget to remove the test data and instead enter your own data from your payever account, save it and then synchronize it. Please note that the synchronization overwrites the changes made in the settings of the payment methods and you therefore have to set them again after switching to live mode.