Step 1: Register an account
Create your free payever account here, or log in in case you already have one.
Step 2: Configure payment options
In order to configure your payment options, first open the Checkout app. To do this, either click on the Checkout symbol under Business Apps or click on the Manage or Open button on the Checkout section.
If you are using the Checkout app for the first time: simply follow the instructions of our on-boarding assistant and select the desired payment method from the list by clicking on install.
If you have already used the Checkout app: You can find the payment methods in the Payment Options tab at the top of the screen. Click on + Add and select the desired payment method from the list that now appears and click on install.
Once you click Install a new page will open, the structure of which will vary depending on the payment method chosen.
With the payment methods credit card, direct debit, Sofortüberweisung and Paypal just click the Connect button and you will be forwarded to the respective payment provider. There you connect your existing account or create a new one.
For the payment methods Installments, invoice, Factoring and Direct Bank Transfer you have to enter the access data that you have received from Santander and then click on Connect (if you have not been in touch with Santander before, please contact firstname.lastname@example.org).
Regardless of the payment method, please make sure that you always enter your access data in the Default tab.
After you have connected the payment methods, you can make changes to the settings of the specific payment method. Please refer to our documentation for the specific payment method for more information, which you can find here.
Step 3: Configure channels
Select the Channels tab in the Checkout app.
Click + Add.
Select Shopify from the list that now appears 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). Please copy these to your clipboard.
Once done, click Close in the upper right corner.
Step 4: link payment methods
Now open the Shopify channel again - you should see the following window, where under Accepted payments you can see a list with all previously activated payment methods as well as the option payever.
You now have two options for integrating the payment methods:
- The Integrate button next to payever integrates all enabled payment methods at once. The customer will then only see one "payever" option in the checkout, and is only given the various options to choose from after being forwarded to payever.
- If you click integrate next to one of the payment methods, you will only integrate this specific payment method which is then listed in the Shopify Checkout as a single payment method with a corresponding name and logo. If you would like to integrate several payment methods in this way, simply repeat the process described below until you have added all the payment methods individually.
Please note that retailers tend to prefer the latter option so that the checkout shows the customer which payment methods are available.
Once you click Integrate you will be redirected to Shopify where you can log in with your personal Shopify credentials.
Now confirm that you agree to the installation.
You will now be directed to the Payment Providers page. Scroll down to Alternative payment methods and click on Choose alternative payment, and select the appropriate payment method from the list.
In the Alternative payment providers list that appears, search for the desired payment method.
You can easily search for the payment method in the search bar.
Once you've found the desired payment method, click it and enter the client ID and client secret that you created earlier. Click the purple Activate button at the bottom right. Leave the Enable test mode checkbox empty unless you want to complete some test transactions first (if so, you may refer to the test section in the end of this article).
Repeat this process (step 4) with all payment methods you want to add. When you are finished, you will see the activated payment methods all below Alternative payment methods, with the added text "is active" following the payment methods name, as shown below:
Step 5 - configure your Shopify account
In your Shopify account, select Apps and click on Manage Private Apps.
Create a new private app by clicking on the Create a new private app button.
Give a name to the app, insert your Email address and click on Save. Now the API Key, Password, Example URL and the Shared Secret will be generated automatically.
Please make sure to grant the private app "Read and write" permission for orders, transactions and fulfillments in the section called Admin API Permissions. If you don't, you will have issues with receiving and sending status updates in between payever and Shopify!
In your payever Account, open the Checkout app > Channels > Shopify and copy-paste API Key, Password, Example URL and Shared Secret from your Shopify Private app into your payever Account as shown above.
By default, the field Santander Capture Method will be set on Payment Capture and/or order fulfillment. We recommend changing this to this to Order Fulfillment**. The setting "Order Fulfillment" means the payment will be captured* when you ship the order (which is usually perceived as more customer-friendly), while "Payment Capture and/or Order Fulfillment" means it will be captured immediately once it has been accepted by the payment provider.
Last but not least, click on Connect.
*NOTE: "captured" means that the customer will be charged for most payment options, for Santander payment options it means that the customer will receive an invoice/ installment loan payment plan. Please note that if you are using the setting "manual capture" in Shopify, you always need to click "capture" manually in Shopify for the capture to happen, regardless of whether you chose "Order Fulfillment" or "Payment Capture and/or Order Fulfillment" in payever.
**NOTE: If you chose "Order Fulfillment", please make sure to always mark shipped orders accordingly in Shopify! Otherwise your customer will not be charged and you will not receive any money!
Testing the plugin: the test mode
Would you like to test the plugin first? Please activate the test mode (by following these steps in on your Shopify account: Alternative Payment Providers > Name of the payment method > Enable test mode), enter our test data under Account Information in the Client Secret and Client ID fields, which you can find here, and click Activate or reactivate. To have payment confirmed in test mode, please use the relevant stub data which you can find here.
Now you can test the plugin without triggering a real transaction. We kindly 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 or blocked and if you submit multiple installment loan applications in your name this may worsen your credit score, etc.).
If you want to go live, please do not forget to switch off the test mode, remove the test data and instead enter your own data from your payever account, and then click Reactivate again.
After the Integration: Statuses and their meaning
In general, our plugins are designed so that all actions available in the payever account can also be initiated from your Magento backend. As a rule, you do not need to log into your payever account to find out the status of a payment or to cancel a payment, for example!
The following table explains how status messages from payever payments are to be interpreted in Shopify. We recommend reading this carefully and, if necessary, also sharing it with other people in your company who work with your Shopify shop or with order processing. Payever status means the status reports that you see in your payever account.
|payever Status||Shopify Status||Description|
|Authorised||In Progress||This status is most common for the Installment loan payment option (customer has passed Santander scoring algorithms, but still needs to submit a signed contract and/or identify himself), and occasionally also for other payment options when the rejected/accepted response from the payment provider is delayed. Please do not ship goods to customers for orders that are in this status, wait for the status to change to Paid!|
|Accepted||Paid||The payment has been accepted, you can ship the goods to the customer! (Note that in case you are using "manual capture" in your Shopify account, you need to click "capture" for transactions to get this status. For "automatic capture", transactions will get this status immediately once they are accepted - for Installments that's usually a few hours up to a week after the transaction has been generated, for most other payment options it will be immediately after the customer finished his/her checkout).|
|Refunded||Refunded||You have refunded the order (or parts of it).|
|Cancelled/Declined||Voided||You will see this status when you have cancelled a transaction, or when the payment service provider has declined the customer (note that most transactions that get declined by the PSP right away don't create an order in Shopify at all, you'll only see the declined transaction as an order in Shopify if the rejection came in later in the process).|
Capture / Shipping Goods
Please note that with some of our payment methods (e.g. Invoice and Installments, and possibly also PayPal and credit card if you have disabled automatic capture in the settings), you have to report the shipment of goods. You do not have to report this manually in payever however, as your payments are automatically marked as captured with a corresponding status change which then subsequently informs the payment provider. When exactly this happens depends on your settings in payever (capture method as described in step 5) and your general payment settings in Shopify (manual vs. automatic).
Tip: To check which payment setting you have set in Shopify, please go to Settings > Payment Providers page and scroll all the way down to the last item called Payment Capture.
You can mark it as sent or captured in the order details (Orders > Affected order).
Cancellations and Refunds
If a transaction is refunded you need to open the order in order details (Orders > affected order) and click Refund in the top left, as shown below.
Now enter which and how many products you would like to reimburse and click on the Refund button on the right.
Please note however that not all of our payment methods have an automatic cancellation function: Installment loans can only be canceled via payever / Shopify before the goods are shipped to the customer (if you'd like to cancel the order after the goods are shipped then you need to get in touch with Santander directly). Direct Bank Transfers and Direct Debits can only be reimbursed from your bank account via a transfer to the customer.
Still have questions questions or facing issues?
You can reach our support from Monday to Friday between 8 a.m. and 7 p.m. at email@example.com
Please let us know in your email which shop system and plugin version you are using, which shop (URL and / or email address with which you are registered with us) that your request is concerning, and which error message / issue you are dealing with - in order for us to process your request faster!