Creating a Payment Method

To create a Payment Method:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, go to Payment Methods (see Navigation). The list of Payment Methods is displayed (see Viewing the List of Payment Methods).
3. On the Toolbar, click Create. The New Payment Method page is displayed.
   
   
   
   
4. To activate the Payment Method, select the Enabled checkbox.
5. In the Name field, enter the Payment Method name displayed in the Customer and Operator Control Panel.
6. In the Plugin list, select the Plugin (see Viewing the List of Plugins) used for connecting to the payment system.
7. In the Account type group, select the checkboxes of the Account Types that can use this Payment Method.
8. To set the logo of the Payment Method, click the Choose File button and select the image file.
9. In the Description field, enter information about the Payment Method displayed in the Customer Control Panel. HTML, CSS, JS, and Placeholders (see Placeholders for configuring Payment Methods) are supported.

10. In the Additional Settings group, set options for connecting payment method to the system. 

    The set of additional settings depends on the selected Plugin. For example, to configure the Payment Method based on the CheckCash plugin, set the following options:

    1. Instructions Template (In Liquid Format) — a template of the instruction displayed to the Customer. HTML, CSS, JS, and Placeholders (see Placeholders for configuring Payment Methods) are supported.

    2. Pdf Template (In Liquid Format) — a template of the PDF receipt. HTML, CSS, JS, and Placeholders (see Placeholders for configuring Payment Methods) are supported.

    3. Receipt File Name — the receipt name. Placeholders (see Placeholders for configuring Payment Methods) are supported. For example, receipt_{{payment.document_id}}.pdf.
11. Click Create. The Payment Method is displayed on the List of Payment Methods (see Viewing the List of Payment Methods).