Adding a Gateway

This article will provide instructions on how to set up your gateways and gateway categories.

Add a Gateway Category

You will want to categorize your gateways by the corp they were acquired by. This is necessary to prevent cross-corping.

Select Gateways → Gateway List then click the green + Category button.

A pop up box will appear. Put the new category name in the field and click on the green Create Category button.
- Once you create the categories, you can use the Category dropdown at the top of the gateway list to filter for a specific category.

Create a New Gateway

Select Gateways → Gateway List then click the smaller green + button.

Enter the gateway information into the General Details section.

Title - A name or identifier for the gateway.
Category - The category that this gateway corresponds to.
Gateway - The gateway.

Gateways will also have additional inputs. These inputs will be different depending on the gateway, but at least one will relate to required credentials as provided by the merchant provider. For more information on your specific gateway, please locate it in Gateway Integrations.

(Optional) Enter the contact information related to the Gateway in the Customer Service section.

Used in autoresponders

Phone # - The customer service phone number that customers should call related to the gateway.
Chargeback # - The customer service phone number for chargebacks on the gateway.
Email - The customer service email that customers should use related to the gateway.
URL - A support web page related to the gateway.

(Recommended) Enter the gateway information into the Limits section.

Select the desired Additional Options.

Select the desired Accepted Payments.

Enter the gateway information into the Gateway Details section. These are all acquired by the merchant provider.

When you are finished entering your gateway information, click the green Create Gateway button.