Getting Started

1

Getting Started

• Start by connecting your Payment Processor(s).

2

Connection List

• Go to Settings → Connections.
• Select the Payment Processor that you want to connect, by clicking the Connect button.

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

• 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

• Choose a recommended recipe from getting started, or

• Choose an orchestration recipe from our recipe directory (e.g. Create a new payment processing flow).

• 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.

• 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 expand 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

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

7

Process a Payment

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