Datagate: Set Up IPPay Integration and Payment Options
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Scope
Intended Audience: White Label Partners
The following steps will show you how to set up the IPPay integration and payment options in Datagate
Requirements
- Access to Datagate
- Access to IPPay
- Log into Datagate
- Hover over your UserID in the top right-hand corner of the screen and Click Settings
- Click Integrations
- Click Configure for the IPPay integration
- Complete the following information and click the floppy disk to save
- Merchant ID: Enter your IPPay merchant ID
- Security Key: Enter your security key from IpPay
- Customer ID: Enter your customer ID from IPPay
- Click Settings
- Click Emails
- Click Templates
- Click Edit next to Invoices
- Add payment link below to email template
- Your payment URL: https://app.dgportal.net/pay/[PaymentToken]Note if you have your own URL for the End-Customer Portal, please use that instead of app.dgportal.net.
- Your payment URL: https://app.dgportal.net/pay/[PaymentToken]Note if you have your own URL for the End-Customer Portal, please use that instead of app.dgportal.net.
- Click Save
- Test the link by clicking Test (a window will pop open)
- Enter your email to send the test invoice and click Send
- Click the link in the test invoice, the pop-up below should open
- Once the customer is logged in to the user portal
- Click Invoices
- Select the invoice and click Pay
- Follow the instructions to submit payment
- Follow the instructions to submit payment
- Manual Payment
- Add payment to the customer user portal
- Click Customers account
- Click Users
- Click View As
- Hover over your UserID in the top right-hand corner of the screen and Click Payment Types
- Click Add Card
-
SelectPayment Type and follow the instructions
- Click Customers account
- Add payment to the customer user portal
- Click Invoicing
- Click Action Invoices
- Select invoice (Must be in sent status)
- Click Actions and Charge
