Summary
Configuring a Payment Gateway for the system and Payment Methods for each account allows both manual and automatic payments to be made in LogiSense Billing.
Contents
Prerequisites
Spreedly keys are setup in the AWS SSM Parameter Store with the required configuration. This step is completed by the LogiSense Deployment Team
You will need to know the login and transaction key for your payment gateway before you can configure the gateway in the LogiSense Billing application
Sample Configuration
Configuring the Payment Gateway
Log into the LogiSense Billing application
Click on the Setup menu, User & Accounts and then Owners
On the owner screen that loads click on the Payment Gateway tab in the upper right
Under the Payment Gateways panel click the to add a new payment gateway
When you select a gateway type additional fields will appear. In this example we will select Authorize.Net as the gateway. Here the gateway is set it as active and configured it to process payments for ACH and Credit Cards, specifically for the Visa and Mastercard card types (shown below)
Click Save to add the gateway. Note: authentication details will no longer be displayed for the gateway once it is saved
Adding Payment Methods and Making Payments on Accounts
If you have configured your system to the point where accounts can be setup you can test adding payment methods to accounts at this point.