Public Key

Before using Accept.js, you must generate a Public Client Key.

To generate the Public Key, log in to the Merchant Interface as an Administrator and navigate to Account > Settings > Security Settings > General Security Settings > Manage Public Client Key. If the Public Client Key does not yet exist, answer your security question to generate the key.

API Keys

Login to your Authorize.net account and click on “Account” on the top right side.

In the left menu Account area click on “Settings“

Click on API credentials area located in the security settings

You will need to get API Login ID &  Transaction Key, your API Login ID will be displayed on the current page

To get a new Transaction Key, you will need to answer the security question at the bottom of the page below the Create New Key(s) section, check the “Disable Old transaction Key(s)” checkbox and press Submit.

Copy your API Login ID, Transaction Key, and Public Key then add them to the settings area for Payment gateways in Adlis ERP-CRM Dev.

Notes

• Authorize.NET supports only 1 currency per account, in the currency field add only 1 currency eq: USD or AUD, etc..
• If you enabled test mode, read more here.

Configure PayPal Smart Checkout

• To set up this feature you will now need to Log in to your PayPal Developer Account to locate your API details. Keep in mind that in order to use Live details, you will need a PayPal Business Account.
• Click on the My Apps & Credentials menu within your PayPal Developer Account.
• Scroll down to the Rest API Apps section.
• Click the Create App button.

• Give your app a name e.q. “Adlis ERP-CRM Dev.“
• Click the Create App button.
• You will now see your Sandbox Client ID and your Sandbox Secret Key (once you click the ‘show’ button).
• Click the Live button in the left-hand corner to show your Live API Keys.
• In Adlis ERP-CRM Dev. navigate to Setup->Settings->Payment Gateways->PayPal Smart Checkout
• Copy and paste the needed API Credentials for your requirement LIVE or SANDBOX from your PayPal account into the settings of your Adlis ERP-CRM Dev. PayPal Smart checkout gateway.

• Ensure you paste them in the correct fields.
• Check the “Active” checkbox to activate the PayPal Smart Checkout gateway.
• If you added SANDBOX API credentials, make sure to check the ” Enable Test Mode” option in Adlis ERP-CRM Dev..

1 – Login to Braintree dashboard.

2- From the top menu in the dashboard click on Settings->API Keys

3 – If you haven’t generated API keys yet, click on the button Generate New API Key

You will be able to see a list of API Keys to use,

4 – Copy Public Key and add the key in Setup->Settings->Payment Gateways->Braintree

5 – Copy Private Key (click on VIEW to see the private key) and add the key in Setup->Settings->Payment Gateways->Braintree

6. Scroll to the bottom and find your Merchant ID and add the merchant id in Setup->Settings->Payment Gateways->Braintree

Mollie handles the payment processing for you, no SSL certificate is required on your site, and you don’t have to worry about PCI compliance. Customers select their favorite payment method at checkout and are redirected to Mollie or their bank’s site to finish the payment process. You benefit from easy, secure payment processing, and improve customer satisfaction by Co.ering multiple payment methods.

Setup and configuration

To set up the Mollie payment gateway you will need to login into your Mollie account and obtain API Key (sign up if you don’t have one).

Go to your Mollie dashboard navigate to Developers->API Keys

Based on your website profiles, and the profile you want to use, copy the API key that you are going to use for your Adlis ERP-CRM Dev. installation.

You will see two sections for the API keys, a live API key and a test API key, Live API key will be visible once your website profile has been verified by the team at Mollie (if not yet verfied).

After everything is set up well in your Mollie dashboard, in Adlis ERP-CRM Dev. go to Setup->Settings->Payment Gateways and click on the Mollie tab, paste your API key and save the settings.

Mod Security

If using, contact your hosting and ask them to disable mod_security for your Adlis ERP-CRM Dev. installation because in certain scenarios ModSecurity will interfere with the webhook and may block the request which will lead to invoice status not updating.

Testing

After you entered the test Mollie API Key, you can perform the following steps:

1. Create a dummy customer.
2. Create an invoice under the customer you created before and in the Allowed Payment Modes make sure that you select Mollie
3. View the invoice as a customer, while previewing the invoice in the admin area click More->View Invoice as Customer.
4. Scroll to the bottom and select Mollie and click Pay Now

To setup 2Checkout payment gateway you will need the following details:

• Merchant Code
• Secret Key
• IPN URL

You can get those details from your 2Checkount account https://secure.2checkout.com/cpanel/ipn_settings.php

Navigate to Setup->Settings->Payment Gateways->2Checkout and add your Merchant Code and Secret Key into the gateway settings.

Then you copy The IPN URL shown on Adlis ERP-CRM Dev. dashboard

Add the IPN URL you copied from Adlis ERP-CRM Dev. to your 2Checkout account as shown below

Update your IPN Triggers settings as shown here

Enable the following Response Tags

• REFNOEXT
• ORDERSTATUS
• PAYMETHOD
• IPN_PID[]
• IPN_PNAME[]
• IPN_DATE
• IPN_PRODUCT_OPTIONS[]

Then you click on Update and Save

1. PayPal API Username
2. PayPal API Password
3. API Signature

Follow the steps below to get the API permissions

Creating an API signature

1. Log in to your PayPal business account at www.paypal.com. Click the profile icon (Profile menu) on the top right side of the page. From the Business Profile menu, select Profile and Settings.
   
   If you do not see the profile icon on the top right, select Profile which appears in the top menu when the My Account tab is selected.
2. From the left menu, click My selling tools.
3. In the Selling online section, click the Update link for the API access item.
4. To generate the API Signature, click Request API Credentials on the API Access page
5. Select Request API signature and click Agree and Submit to generate the API signature.

Notes:

1. If you’ve already generated a set of API credentials, you’ll have to delete your existing set before you can generate a new set of credentials. In this case, you’ll see a View API Signature (or Certificate) link where the Request API credentials link is circled in the diagram above. Click the View API Signature> link, and on the page that appears, click the Remove button to delete the existing signature.
2. You need Business Merchant account to setup PayPal API working.
3. Always test before setting online payment method to production.

Troubleshooting

Security Header Not Valid when Setting up Paypal

If your Adlis ERP-CRM Dev. installation is not running on HTTPS Url and you recently activated your SSL certificate for your domain, you should consider changing your Adlis ERP-CRM Dev. base url to start with HTTPS as explained here: https://help.adlis-weiyin.com/switch-to-https-after-installing-to-http/

Configure API Keys

Stripe Checkout can be configured in Setup->Settings->Payment Gateways->Stripe Checkout.

To set up Stripe Checkout, you will need API Secret and Publishable key.

To get these, please follow the steps below:

1. Log in to your Stripe account
2. Click “Developers” from the top left menu item of the page
3. Click the “API Keys” submenu item

If you toggled “View test data“, Stripe will show the test keys, otherwise, the live keys will be shown.

• For production, you will need the “Live Secret Key” and “Live Publishable Key“.
• For testing, you will need the “Test Secret Key” and “Test Publishable Key”

Webhook

Starting from Adlis ERP-CRM Dev. version 2.4.0, the Stripe checkout integration works with webhooks.

After the Stripe API credentials are saved, Adlis ERP-CRM Dev. will show you a message that the webhook is not configured for the current mode (testing or live based on your API credentials)

To spare you from manually configuring the webhook, we added functionality to automatically create the webhook in Stripe.

Just click on the “here” link in the message text to create the webhook in Stripe.

Mod Security

In case you are getting Access to this resource on the server is denied or Not Acceptable mod_security errors when Stripe is redirecting back to Adlis ERP-CRM Dev. after payment, contact your hosting and ask them to disable mod_security for your Adlis ERP-CRM Dev. installation because in certain scenarios ModSecurity will interfere with Adlis ERP-CRM Dev. features.

Testing

After you entered the test Stripe API credentials and created the webhook, you can perform the following steps:

1. Create a dummy customer.
2. Create an invoice under the customer you created before and in the Allowed Payment Modes make sure that you select Stripe
3. View the invoice as a customer, while previewing the invoice in the admin area click More->View Invoice as Customer.
4. Scroll to the bottom and select Stripe and click Pay Now
5. If you need test credit cards, you can read more in the Stripe testing guide page

Notes (applicable only for Adlis ERP-CRM Dev. versions below 2.4.0)

Keep in mind that once you make the first payment with Stripe under your dummy customer (or any other customer), Adlis ERP-CRM Dev. will create a separate customer in Stripe dashboard and will store the customer id inside Adlis ERP-CRM Dev. database, this ID will be used for future payments and the credit card you entered the first time will be used as default source for this customer.

After you disable testing mode and change the API keys to production, the customer you created for testing purposes won’t work anymore with the production API keys, means that you won’t be able to perform tests again with this customer with your production keys, you should delete this customer because the script won’t be able to fetch this customer from Stripe because the customer ID is actually from the testing data not from production data.

However, if you are familiar with working with phpmyadmin, you can easily set the field stripe_id in tbclients table to null.