Configure Payments by Credit Card

Configure credit card payments by manual entry, by phone, by email, or even automatically for subscriptions, for example.

1) Configure Your Payment Methods

From the main menu on the left, click on Configurations > Configurations.

Click on API > Merchant Accounts > +New.

Choose your payment service provider from those available:

• Authorize.NET
• Bambora
• Global Payments
• NetBanx
• PayPal
• Paysafe
• Stripe

Choose a payment processor. Then, fill out the form with the following information:

• Processor: Your payment service provider.
• Merchant ID: Unique identifier with your payment service provider.
• Secret key: Usually found in the API settings of your payment service provider.
• Account number: Your account number with your payment service provider. This is not always necessary for all providers.

Click on Save.

2) Test Your Settings

To verify your payment settings, go to Sales > Sales. Choose a transaction that has not yet been paid. Click on Payment. If the configuration was done correctly, you should now see Take a credit card payment at the bottom of the window.

This configuration allows you to enter the credit card information to be charged in order to make a payment. In this way, a payment can be made in person or during an event by phone.

Note: You have the option to keep the payment information in the client file for later use.

NOTE: APIs will be supported until March 2027. As part of the evolution of our services and to maintain the performance, security, and compliance of credit card payment integrations, a management fee will now be applied.

This fee covers, in particular:

• the maintenance and updating of integrations with payment providers (APIs)
• transaction security and compliance with current standards
• the continuous improvement of payment-related features

As such, a management fee equivalent to 0.5% of transactions will be added to your subscription for the use of these services. We remain committed to providing you with reliable, high-performance solutions tailored to your business needs. Please feel free to contact us with any questions.

End of Integration with this Payment Terminal

Why is this integration no longer available?

After analyzing the various payment solutions available on the market, we decided to focus our integrations on Stripe in order to offer a simpler, more flexible, and more cost-effective solution for our customers.

Which payment solution is now supported?

Today, Stripe is the only payment solution integrated with our platform:

• by email
• by text message (SMS)
• online
• by manually entering the card
• via a compatible credit card terminal

Why did we choose Stripe?

Stripe is currently the only provider committed to offering:

• a flat rate, regardless of:
  • the type of card
  • reward cards
  • whether the card is present or not
• no long-term commitment
• no monthly fees
• Open an account in 5 minutes

This allows us to offer a transparent, simple, and predictable solution for merchants.

Can I get a payment terminal?

Yes. Depending on your eligibility, you may qualify for a free terminal.

We invite you to contact our team to verify your eligibility and get more information.