Shopify

This article will guide you on how to connect payever to your Shopify shop and start offering your desired payment methods through one single integration.

Please keep in mind that additional fees for the Shopify channel might apply - please contact support@payever.de for further details.

 

Step 1: Register an account

Create your free payever account here, or login 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.

You can find the payment methods tab in the navigation bar on the left. 

Then click on + Add.

Now a list of different payment methods appears, from which you can select as needed. To do this, click on install.

Once you have installed the payment channel, click on Open and 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 support@payever.de). 

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.

Then click on + Add.

Select Shopify from the list that now appears and click on Install.

Now you need to click Open so that you can generate the API keys in the next step.

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 Apps you can see a list with all payment methods.

If you click on a payment method, 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 the payment methods that you integrate need to be set up according to Step 2 of this guide, otherwise it will not be possible to process the payment in the checkout.

Once you click on the payment method you will be redirected to Shopify where you can log in with your personal Shopify credentials and select your shop.

Now confirm that you agree to connect the payment method.

Next click on install app.

Then click the 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).

Next click on manage. 

This will take you to a page where you can insert the API keys that you generated inside payever at the end of step 3. 

By default the fields will contain our Sandbox API credentials. If you first wish to test the payment method in sandbox, leave in the existing credentials. If you want to use the payment method in live, you will need to insert your own credentials from your payever account. Don't forget to tick the field Live Mode when using the payment method in live.

Finally click on save.

Under settings > payments you will ow be able to see all your installed payment methods.

Testing the plugin: the test mode

Would you like to test the plugin first? Please activate the test mode. To do this, you must first go back to the settings and to the payments tab. Next click on manage for the respective payment method.

Please activate the test mode by ticking the Enable test mode and enter our test data under manage, which you can find here, and click save. To have payments 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 save again.

 

Step 5: Enhance data transfer to payever

Once step 4 is completed, the minimum technical requirements to process a payment are met, meaning payments can now be processed successfully with most payment service providers (PSPs).

However, there are some providers (mostly Zinia and Santander) who additionally require details about the items contained in the customer's shopping cart. Since this data is unfortunately not provided as part of Shopify's normal payment interface, a separate app must be installed in order to receive this data:

If you use a payment option from Zinia or Santander, please install the above app and enter the same API keys there as before in step 3:

Then select the respective mode (if you would like to accept real payments in live/production mode, please tick "Live Mode") and save the settings.

 

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!

 

Status messages

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
In Progress	Pending	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	Authorized	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).
Paid	Paid	The order has been captured and you have or will receive the money.
Refunded/Cancelled	Voided	You have refunded or cancelled the order (or parts of it). The Shopify status "voided" is only given out when the previous status was "authorized" in Shopify
Declined/Failed	Expired	You will see this status when you have a failed 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). The Shopify status "expired" is only given out if the previous status was "pending" in Shopify

 

Check order details (Execute/Markup/Capture)

In the left navigation bar, look for the Orders tab and select the order you would like to view. 

In the next step you can 1. view your order details, 2. mark the order as fulfilled and 3. if you have selected in your shop to capture manually, capture the payment.

Cancellations and Refunds

If you want to refund a transaction, please open the order details of the relevant order (Orders > affected order). In the top navigation bar, look for the Refund tab. 

Here you can decide which and how many products you want to refund and click on the green button at the bottom right to have the selected amount refunded. 

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 for facing issues?

You can reach our support from Monday to Friday between 8 a.m. and 7 p.m. at support@payever.de 

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!