Step 1: Register an account
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 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 CCV Shop 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.
Step 4: Install plugin
Log into your CCV shop backend, go to App Store and search for our extension in the category payment methods. Click on the blue Install button.
Step 5: Configure plugin settings
If you check the checkbox disable redirect, our payment options will be shown in an iframe within your page (provided the specific payment option supports this - note that some payment options will always open on full screen because the provider of this payment option won't support any iframe-type integration). If you leave it blank, the customer will always see our payment options on full screen (regardless of whether the requested payment option generally supports iframe or not).
Confirm your configurations by clicking on Save.
Step 6: Configure payment methods
Click on My web shop > Settings and select Ordering Process & Stock. Pick Payment Methods in order to see and manage your payment options.
On top of the page that opens upon doing so, you will usually first see the CCV payment options - scroll down to get to the payment options provided by payever. Here you can activate or deactivate our payment options by checking/unchecking the respective box on the lefthand side.
If you make any changes, don't forget to click Apply in the lower right corner before you proceed.
Under Payment Method Options, you can make a few more configurations. You can change the order in which payment options shall be shown to your customers in your checkout, as well as assign countries to each payment option. If you assign no country and leave these settings blank, CCV shop will show the payment option to every customer, regardless of his address - since we have some payment options that are available in just one country, we would recommend you to make use of these settings in case you are using any of those and are selling/delivering to more than this one country (to ensure customers aren't running into any issue later on in the payment process).
Sandbox Mode: Testing the plugin
Would you like to test the plugin and the payment options before you go live? No problem - there is the so-called sandbox mode, in which transactions can be carried out without actual payment processing. To activate sandbox mode, change the mode to sandbox in the settings of the payever plugin and automatically apply our test data by clicking on Set up sandbox API Keys. Alternatively you may fill in the test credentials (Business UUID, Client secret, Client ID) provided here: https://docs.payever.org/resources/de/test-credentials
Once you have changed the credentials and mode, click save to make your changes effective. You are now in Sandbox mode!
Note that in the sandbox mode you are not connected to your own payever account, but to our general test account - which is why you will see all available payment methods in CCV wile you are in Sandbox Mode, not just those that you have activated in your live payever account.
To test the various payment statuses in the sandbox 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 the sandbox mode, since test transactions in Live mode, even if they are subsequently canceled, can have undesirable consequences (for example, if you test too often with your credit card it may be reported and blocked or if you submit multiple installment loan applications in your name it can worsen your credit score, etc.).
When you're done testing and want to go live:
- Please do not forget to remove the test data from you settings - enter your own live credentials from your payever account (see step 3) when you switch to Live Mode and remember to click save afterwards. You cannot use your live data in the sandbox mode and vice versa.
- Please also note that any changes made to your payment option settings are usually lost when switching between live and sandbox mode (regardless of the direction). With each synchronization process you reset these settings automatically - so if you have configured everything in sandbox mode, are satisfied and want to go live, please remember what you configured so that you can reapply these settings again after you have switched to live mode.
After the integration: how to process payments with payever
In general, our plugins are designed so that all actions available in the payever account can also be initiated from your CCV backend. As a rule, you do not need to log into your payever account to find out about the status of a payment or to cancel a payment, for example.
Status - The status Paid means that the payment was successful and complete - in this case you can safely ship the goods to your customer. Rejected transactions are marked as "Failed/Declined" in the payever account and will be displayed as Not Paid in your CCV shop backend.
Capture / Shipping Goods - Please note that most of our payment options require you to report the order as shipped in order to capture the payment. You do not have to do this manually in your payever account though, it is enough to set the status of the affected order to Sent in your CCV backend after the goods have been shipped. You can do so by opening the order in your CCV shop backend (My orders > Order management > select the order) by clicking on Change Status and selecting the respective status from the dropdown list as shown in the screenshots below.
Cancellations and Refunds - To cancel a transaction, it is usually enough to set the order status to Cancelled. This holds true for all our payment options that have an automated cancel functionality - some, like instant payment for example, do not this functionality and require further steps to be taken for the customer to receive his money back).
To issue a refund, select the order and go to the tab "Invoices", where you need to change the invoice status to Refunded.
Any further questions or problems?
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 message which shop system and plugin version you are using, which shop (URL and / or email address with which you are registered with us) your request is concerning and which error message or issue you are facing - so we can process your request faster!