Each Payment Gateway has its own settings and requirements and must be configured individually. You can configure the Payment Gateway per project to connect it to a specific project, or configure it for your entire VanillaSoft account to apply the settings to all current and new projects automatically. Once configured, Callers will have the ability to select the CC Payment tab and accept payments into your Bluefin PayConex account. If you configure a Payment Gateway at the account level and then add a configuration to a specific project, the project-level configuration will override the account-level configuration for that project.
This article focuses on configuring the Bluefin PayConex payment gateway. For a list of all other available payment gateways, visit the Payment Gateway section of the knowledge base.
Configuring Payment Gateway for Your Entire VanillaSoft Account
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Access Account Settings: From the Admin homepage, select Account from the top menu.
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Open Payment Gateway Tab: Select the Payment Gateway tab from the top menu.
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Enable Project-Specific Gateway (Optional): Check the Enable a payment gateway to be set up for each individual Project checkbox if desired.
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Select Payment Gateway: Open the Payment Gateway drop-down and select Bluefin PayConex.
- Enter Bluefin PayConex Gateway Options:
- Select either Production or Sandbox gateway mode.
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Enter your Bluefin PayConex Account #.
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Enter your Bluefin PayConex Api Access Key.
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Select Currency: Open the Currency drop-down and select either $, €, or £ as desired.
- Enable Recurring Payments (Optional):
- Check the Allow Recurring Payments checkbox if desired.
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Open the Payment Frequency Options drop-down and select the desired interval(s).
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Enable Recurring Payments (Optional): Check the Allow Recurring Payments checkbox if desired.
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Configure Optional Fields: In the Optional Fields section, select which fields you would like to be Required and Visible.
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Save Settings: Once done, click Save.
Configuring Payment Gateway for an Individual Project
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Select Project: From the Admin homepage, select the desired project you want to configure the payment gateway for.
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Access Payment Gateway Settings: Open the Integration menu and select Payment Gateway.
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Select Payment Gateway: Open the Payment Gateway drop-down and select Bluefin PayConex.
- Enter Bluefin PayConex Gateway Options:
- Select either Production or Sandbox gateway mode.
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Enter your Bluefin PayConex Account #.
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Enter your Bluefin PayConex Api Access Key.
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Select Currency: Open the Currency drop-down and select either $, €, or £ as desired.
- Enable Recurring Payments (Optional):
- Check the Allow Recurring Payments checkbox if desired.
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Open the Payment Frequency Options drop-down and select the desired interval(s).
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Enable Recurring Payments (Optional): Check the Allow Recurring Payments checkbox if desired.
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Configure Optional Fields: In the Optional Fields section, select which fields you would like to be Required and Visible.
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Save Settings: Once done, click Save.
Enabling the CC Payment Form for Callers
After configuring the Payment Gateway, you need to enable the CC Payment form to be used by Callers. Follow these steps:
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Select Project: From the Admin homepage, select the project that has the payment gateway configured.
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Access Panel Layout: Open the Page Layout menu and select Panel Layout.
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Select CC Payment Tab: Open the Available Tabs drop-down and select CC Payment.
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Choose Panel Location: Open the Panel drop-down and select which panel you would like CC Payment to appear in, then click Add.
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Add and Save: Once done, click Save.
Configuring the Bluefin PayConex Payment Gateway in VanillaSoft, whether for an entire account or an individual project, enables Callers to process payments securely. By following these steps, you can set up and manage your Payment Gateway settings effectively, ensuring seamless payment handling.