This article will walk you through the steps of installing and editing payment methods on AI Commerce platform. You will learn the basics of managing payment methods in the dashboard, such as activating (enable/disable) a payment method, setting payment zones, and adding the necessary identifiers (Merchant ID, API keys, etc.). With this information, you will ensure that the correct payment methods are visible to customers and work correctly technically and in a possible ERP integration.

Step-by-step instructions

Go to payment methods management

• Go to the Control Panel and select the Payment page from the Modules tab.
• You will see a list of payment methods that are already installed. Please note that payment methods may not be visible at checkout unless their Status is Yes (enable).

Install a missing payment method

• Select the Install Module button. You will see a list of payment methods that are not yet installed on AI Commerce platform.
• Click Install Module next to the payment method you want. This will install the payment method in the list, but it may not yet be available to customers.

Delete (if necessary) an existing payment method

• If you want to remove an already installed payment method, first select the payment method from the list and press Remove Module .

Payment method configuration

• Select a payment method and press Edit to access its settings.
• Status : Specifies whether the payment method is available for customers to select (Yes / No). You can temporarily hide the payment method by setting it to No without removing it completely.
• Payment Zone : Select the region (zone) where the payment method is available. Zones determine which countries are included in that region.
• Merchant ID, API keys, Client ID, Client Secret : Enter the identifiers required by your payment service provider (e.g. Nets, VivaWallet). If you do not have this information ready, you will need a separate account and identifiers from your payment service provider. You can copy the identifiers from another payment method from the same payment service provider.
• Sort Order : A sequence number that determines the payment method's position in the payment method list. For example, in consumer commerce, it is best to place paid credit options at the end of the list.
• Order status : Specifies the default status of an order placed with a payment method (e.g. “Credit Check”). These can be managed on a separate Order statuses page.
• Customer account type : Choose who can see the payment method (e.g. business customers, consumers, administrators, or a combination of several groups).
• Limit incompatible delivery methods : You can select delivery methods with which this payment method cannot be used (e.g. cash on delivery + pick-up order).
• API ID and API Term ID : Identifiers that connect to an ERP or other external system. If order transfer is not working, one common reason is the lack of this information.
• Credit Limit (with some payment services): If you sell on invoice or in installments, you will receive a credit limit from the payment service provider that you cannot exceed.
• Provider : An optional identifier (e.g. “paytrail”, “walley” or “vivawallet”) that enables sharing of payment terms and content between different payment methods of the same provider.
• Logo, name and description : The logo is usually pre-set. Give the payment method a marketing name that will appear in the customer view and a short description if necessary.
• Policy : Add the payment terms you want to share across all payment methods with the same Provider value. If it's your own payment method, fill in its terms here.

Save settings

• Once you have entered all the information related to the payment method and verified its accuracy, press Save or a similar save button.
• AI Commerce automatically translates payment method names and terms into different languages if you have a multilingual store.

Summary

The payment method is installed on the AI Commerce platform via the Install Module function and managed on the Payment page. The most important thing is to make sure that you enter the required identifiers from your payment service provider, set the correct payment zone, and define any restrictions (such as credit limit or incompatible shipping methods). This way, the payment method is visible and available in the countries and customer types it is intended for. 
 

Keywords

• Payment method setup
• Control panel
• Merchant ID
• Payment service provider
• Payment Zone
• Payment terms
• ERP integration
• Credit Limit
• AI Commerce
• Provider