Managing PayTrace Payment Method in Infigo Admin | BG_PAY_002_PayTrace

Here, we'll take a look at configuring and utilising the PayTrace payment method within Infigo.

  1. 1. Navigate to the Payment Methods screen and click on Configure next to the PayTrace plugin

    Navigate to the Payment Methods screen and click on Configure next to the PayTrace plugin

Infigo Admin - Configure - PayTrace

  1. 2. Instructions

    Instructions have been provided on settings up and configuring your PayTrace account.

    Instructions
  2. 3. Configure main settings

    Configure the main set of options. These primarily provide your account and authentication information to Infigo, so the system can connect to your PayTrace account.

    In addition, options are available to control:

    • When the payment capture is activated

    • Whether test mode is enabled (meaning no payments will actually be made)

    • Whether an additional fee is valid for choosing this payment method

    • Whether a specific prefix is required on invoices to identify the payment method as PayTrace

    Configure main settings
  3. 4. Payment screen configuration

    A few additional settings are available to allow customisation of the payment screen. This screen appears during the checkout process in Infigo when PayTrace is selected. You have the ability to customise:

    • The title shown on the pay screen

    • Whether a logo is displayed (upload a logo to your CSS Override area and copy/paste the created URL)

    • Footer content

    Payment screen configuration
  4. 5. Click on Save

    Click on Save
  5. 6. Click on (back to payment method list)

    Click on (back to payment method list)
  6. 7. Ensure the PayTrace plugin is an active method of payment on your Storefront

    Click Edit on the PayTrace entry

    Ensure the PayTrace plugin is an active method of payment on your Storefront
  7. 8. Ensure the checkbox is selected and click on Update

    Ensure the checkbox is selected and click on Update
  8. 9. Click on Public store

    Let's take a look at how this appears and operates on the front end of our Storefront

    Click on Public store
  9. 10. Add items to the basket and navigate through the checkout

    Add items to the basket and navigate through the checkout
  10. 11. Once you reach the payment screen, select PayTrace

    Once you reach the payment screen, select PayTrace
  11. 12. Click on Continue

    Click on Continue
  12. 13. You will be taken to the Confirm order page with no payment taken so far

    You will be taken to the Confirm order page with no payment taken so far
  13. 14. Click on Confirm

    Click on Confirm
  14. 15. The PayTrace payment collection screen now appears

    Here, your customers will be prompted to enter their payment details.

    You can also see the customisation elements introduced in a previous step. We have created a custom title, input a logo and defined footer content on this page.

    The PayTrace payment collection screen now appears