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

1. Log into the LogiSense Billing application

2. Click on the Setup menu, User & Accounts and then Owners

   

    

3. On the owner screen that loads click on the Payment Gateway tab in the upper right

   

4. Under the Payment Gateways panel click the to add a new payment gateway

   

5. 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)

   

6. 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.

Result

<<demonstrate that the configuration setup above is now functional (e.g. can be added to other screens)>>

Next Steps

<<documentation team task: link to next configuration article>>

Related Guides

<<documentation team task: link to API guide which covers the same config process>>

<<documentation team task: link to Data Import guide which covers the same config process>>