Payment Profiles

Use payment profiles with the Payment node to process credit card transactions.

Create and manage payment profiles from the Manage menu. Select the Payment Profiles option.

Creating a Payment Profile

  1. Click Create Payment Profile.

  2. Give the payment profile a name.

  3. Select the API Mode as Test or Live.

    In test mode, payment settlements are not made.

    To use live mode, real credit cards are required and payment settlements are made. Before publishing your application it is recommended to conduct at least one transaction in live mode.

  4. Select the payment gateway.

    See Payment Gateways.

  5. Complete the fields as required by the payment gateway.

Additional Request and Response Parameters

Use this section when you create or edit a payment profile to include additional request and response parameters supported by the payment gateway.

Action Description

Add a parameter. Add as many parameters as you need.

Accept the parameter. For the parameter to be accepted, you must complete the required fields. Once accepted, the display becomes compact and cannot be edited. Click the edit icon to change parameter settings.

Delete the parameter.

Edit the parameter.

Fill in the parameter fields.

Field Description
Key Enter the parameter name as defined in the payment gateway API specifications.
Label Enter a display name for the parameter to use in the payment node.

Path

Enter the parameter path as defined in the payment gateway API specifications.

Get Parameter From

For request parameters, select where the parameter value is set, as shown in these examples:

  • Select Payment Profile to use the value set in the payment profile. This parameter is not exposed in the payment node.

  • Select Payment Node to enable the value to be set during the call. The parameter is exposed in the payment node.

You may see additional fields dependent on the value selected in the Get Parameter From field, including the Form Type, Default Data, and Test Data fields.

Payment Process Type

Mark each payment process type as Required, Optional, or Not in Use.

The available payment process types depend on the selected payment gateway.

Example payment process types are as follows.

  • Payment using credit card details.

  • Payment using credit card token.

  • Reverse payment for credit card.

  • Capture pre-authorized payment.

Managing Payment Profiles

  1. Select a payment profile from the list.

    The profile is highlighted. Profile details display on the right.

  2. Select to Edit or Delete the profile.