Payment Gateway Configuration Example

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 authentication details 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 and making payments. See the Payments Example help for instructions.

If you have not completed the base system configuration steps see the ‘Next Steps’ section below to continue with setting up the required system elements.

Next Steps

• When you have finished reviewing/adjusting owner settings you will need to configure users and roles in the system. See the User & Role Configuration Examples article for guides