WhenThen

Orchestrate

WhenThen provides a collection of APIs that give you the flexibility to connect with any payment service to verify, collect payments and instruct payouts via our payment form SDK and hosted checkout experience.

1

Getting Started

Step 1 getting started
  • First start by connecting your Payment Processor(s).

2

Connection List

Step 2 connection list

3

Connect Payment Processor

Step 3 connect payment processor
  • You are prompted with a dialog to enter the Payment Processor API credentials.
  • Depending on the Payment Processor you're connecting, you will either have to enter login credentials via OAuth or API credential to complete the connection.
  • You can read our guide in the modal, or visit the documentation for the Payment Processor you are connecting.

4

Payment Processor Connected

Step 4 payment processor connected
  • Having entered valid credentials the Payment Processor should display as connected.
  • You can now use this Payment Processor to build your payment flow or build an automation.

5

Payment Processing Automation

Step 5 automation directory
Step 5 automation directory
  • Choose an orchestration recipe from our recipe directory (e.g. Create a new payment processing flow).
Step 5 automation preview
  • You can create a new automation, or add to an existing automation.
  • When starting you will create a new automation, and you can add recipes to this automation later.
Step 5 configure automation
  • The default payment processing automation will process a payment against your default payment processor, and capture immediately once an authorisation is received.
  • You can use our recipes to expand the automations to create switching and routing logic, or drag on conditions nodes to build your own logic.
  • You can use our recipes to expend the automations to delay capturing a payment or drag on a delay node.
  • Don't forget to publish your automation when you want it to be live. You can do this by clicking start, or publish on an updated automation.

6

Setup your Checkout

Step 6 setup your checkout
  • Now it's time for some brief coding. Follow our setup guide Checkout.

7

Process a Payment

Step 7 process a payment
  • Nearly there, the final step. Call our Payments API from your backend to authorise a payment.