Configure Payment Gateway for Flo2cash

Each Payment Gateway has its own settings and requirements and must be configured individually. Follow this guide to configure your Flo2cash Payment Gateway. Configure this Payment Gateway per Project to connect your Payment Gateway to one specific Project at a time or configure this Payment Gateway for your entire VanillaSoft account and automatically apply the settings to any current or new Projects.

Note: If you have a Payment Gateway configured on an account level, then add a configuration to a specific Project, the Project level configuration will override the account-level configuration for that one Project. No other Projects will be affected.

Jump to a specific area of this article by selecting one of the sections here:

 

Configure Payment Gateway for your Entire VanillaSoft Account

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. From the menu at the top, select Account.
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  3. Select Payment Gateway from the menu bar. 
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  4. Check the Enable a payment gateway to be setup for each individual Project checkbox if desired.
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  5. Open the Payment Gateway drop-down and select Flo2cash (New Zealand).
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  6. Open the Currency drop-down and select either $, € or £ as desired.
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  7. Enter your Flo2cash Username.
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  8. Enter your Flo2cash Password.
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  9. Enter your Flo2cash Account ID.
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  10. In the Optional Fields section, select which fields you would like to be Required and Visible.
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  11. Once done, click Save.
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Configure Payment Gateway per Individual Project

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the desired Project.
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  3. Open the Integration menu and select Payment Gateway.
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  4. Open the Payment Gateway drop-down and select Flo2cash (New Zealand).
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  5. Open the Currency drop-down and select either $, € or £ as desired.
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  6. Enter your Flo2cash Username.
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  7. Enter your Flo2cash Password.
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  8. Enter your Flo2cash Account ID.
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  9. In the Optional Fields section, select which fields you would like to be Required and Visible.
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  10. Once done, click Save.
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Configure Page Layout

Once your Payment Gateway has been successfully configured, you will need to enable the CC Payment form to be used by the Callers. Follow these steps to enable the CC Payment form:

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the desired Project.
    Select_Project.jpg
  3. Open the Page Layout menu and select Panel Layout.
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  4. Open the Available Tabs drop-down and select CC Payment.
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  5. Open the Panel drop-down and select which panel you would like CC Payment to appear.
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  6. Click Add.
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  7. Once done, click Save.
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Callers will now have the ability to select the CC Payment tab and accept payments into your Flo2cash account.

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