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Created: 17/08/2016 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/37
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Introduction
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Magento 2 Opayo and Subscription Extension is
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the most secured payment gateway in UK. Opayo Payment is formerly known as Sage Pay Payment
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.
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Extension's page: Sage Pay Payments and Subscriptions
Highlight Features
- Allow admins to integrate their SagePay Opayo account to their magento Magento stores.
- Allow customers to checkout using credit card payment
- Enable or disable the gateway.
- Keep revenue coming consistently with the subscription plan manager.
- Specify allowed credit card types and countries.
- Secure payment info with iFrame payment.
- Support multiple stores.
- Integrate Save Card Function.
- Choose between Authorize Only or Authorize and Capture.
- Add a layer of security with 3D Secure Checkout.
- Enable CVC verification.
- Customer Customers can capture invoice invoices up to the quantity of product that they desired.
- Admins can easily check transaction history.
- Admins can easily manage profiles in the backend.
- Customers can also manage their profiles and cancel them if desired.
- Admin can create a credit memo for refunding.
Easily perform Gift Aid enabled in Sage Pay.in Opayo.
- 3D Secure version 2 available in Opayo Direct Method (Learn more about 3D secure ver 2 in here).
System Requirements
Your store should be running on Magento 2 version version 2.1.x.; 2.2.x, 2.3.x, 2.4.x
Video Tutorial
Widget Connector width 853 url https://www.youtube.
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com/watch?v=YPIJgfm0Ljg&t=1s height 480
Configuration
Firstly, you have to configure the Opayo Payment Extension at Magento's back end by clicking on Stores
Main Functions
Configuration at Magento backend
Firstly, admin need to configure the SagePay Payments extension at Magento back end by clicking on Store > Configuration > Sales > Payment Methods > SagePay Opayo Payment Gateway.In addition, admin can set information for:
Opayo Global Config
Fill in Vendor Name, Integration Key, Integration
Password obtained from your Opayo credentials. (Click on Create API credentials)
In our example, we
use the account and API of
Opayo to implement
transactions in test mode
. You can obtain this by going to https://test.
There are two accounts that customers can use: sandbox and sandboxEC. With SandboxEC accounts, users can be supported furthermore such as: 3-D Secure Checked, Strict AVS, CV2 and furthermore.
Payment Action: Authorize and Capture:
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3D SECURE VER 2
Note: 3D secure version 2 is available in Opayo Direct method only.
- Enable 3D Secure Ver 2: choose Yes to enable 3D Secure version 2, which contains many improvements to make it easier to achieve SCA on e-commerce transactions.
- Browser Javascript Enabled: choose Yes to enable the browser Javascript.
Turn on Test Mode when you use test credentials. Choose the Live Mode when you go live.
You can also turn on Ignore address check to skip the address and postcode check-in test mode.
Vendor Name, User, and Password: The credentials you got from Opayo in the above step.
Server domain: Fill in your site domain
Gateway Currency:
- Base Currency: the default currency of your website will be applied
- Front Currency: the currency of each store will be applied
Apply 3D Secure with 4 options: Default, Force, Disable, Force & Ignore
- Default: Use Default My Opayo Settings
- Force: Apply authentication even if the 3D Secure is turned off
- Disable: Disable authentication and rules
- Force & Ignore: Apply authentication but ignore rules
Apply AVS, CVC Check with 4 options: Default; Force; Disable; Force & Ignore
- Default: Use Default My Opayo Settings
- Force: Apply authentication even if the AVS, CVC Check is turned off
- Disable: Disable authentication and rules
- Force & Ignore: Apply authentication but ignore rules
Allow Gift Aid: Allow customers to donate to charity. Note that this function only works if your Sage account is enabled for Gift Aid.
Collect Recipient Details:
Send transaction email: There are 3 options
- Do not send to either customer or vendor email: Will not send Opayo transactions to customers or vendors via emails
- Send customer and vendor transaction email: Will send Opayo transactions to both customers and vendors via emails
- Send vendor email but not customer email: Will send Opayo transactions to vendor email.
Payment language: The language of the payment page (English, French, German, Spanish, Portuguese, Dutch).
Payment Surcharge Fee: You can add the extra fee for the selected payment type (MasterCard, Visa Credit, Visa Debit, American Express, Diner's Club, Maestro, VISA Electron). The fee could be defined as a fixed price or percentage of the payment.
Opayo PI Integration
Enabled: Choose Yes to enable direct checkout for Opayo Payment
Title: The title of the payment method displayed on the checkout page.
PI Integration Key & PI Integration Password: Obtained from your Opayo account
Click on the Check API button to check whether the API is working or not.
Enable MOTO: Allow you to make payments in the admin panel for customers buying through email or telephone.
User drop-in interface: Turn this on to show Opayo with a drop-in box.
Save Customer CreditCard Token: Allow customers to save credit card tokens for future purchases.
Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)- Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
- Authorize and Capture (Payment): charge the debit/credit card at the time the order is placed.
New Order Status: Processing, Suspected Fraud
- Processing: The payment is made successfully and an order invoice is issued.
- Suspected Fraud: No invoice is issued.
Credit Card Types: You can choose which credit card types you want by choosing one or more items.
Payment from Applicable Countries:
- All allowed countries: Enable all allowed countries to make payment.
- Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.
In addition, you can add/edit the Instructions to instruct customers on how to do the payment.
Sort Order: The order of the payment method that will be displayed on the checkout page.
Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.
Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.
Save Configuration.
Integrate with Paypal
On the left menu column, choose Pay methods then add your Paypal account on the right in the Use Paypal Express Checkout with Opayo
Please read these documents from Opayo for more details:
https://www.Opayo.co.uk/support/12/36/adding-paypal-to-your-test-account
https://www.Opayo.co.uk/support/12/36/enabling-sage-pay-on-your-paypal-test-account
https://www.Opayo.co.uk/support/16/36/linking-paypal-to-your-live-account
Create User in Opayo
In Opayo page, choose Users in the Settings, then create a user by clicking on the New user button. You will use this user account to link Paypal with your Opayo
Opayo Form Integration/Paypal
Enabled: Enable Opayo Form with Paypal option
Title: The title of the payment method displayed on the checkout page
Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)
- Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
Authorize and Capture (Payment): charge the debit/credit card at the time the order is placed.
New Order Status: Processing, Suspected Fraud
- Processing: The payment is made successfully and an order invoice is issued.
- Suspected Fraud: No invoice is issued.
Payment from Applicable Countries:
- All allowed countries: Enable all allowed countries to make payment.
- Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.
Sort Order: The order of the payment method that will be displayed on the checkout page.
Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.
Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.
Opayo Server Integration
Enabled: Enable Opayo Server
Title: The title of the payment method displayed on the checkout page
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Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)
- Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
Authorize and Capture (Payment): charge the debit/credit card at the time of the order
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is placed.
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New Order Status: Processing, Suspected Fraud
- Processing: The payment is made successfully and an order invoice is issued.
- Suspected Fraud: No invoice is issued.
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Payment from Applicable Countries:
- All allowed countries: Enable all allowed countries to make payment.
- Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.
Sort Order: The order of the payment method that will be displayed on the checkout page.
Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.
Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.
Opayo Direct Integration
Enabled: Enable Opayo Direct Payment
Title: The title of the payment method displayed on the checkout page
Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)
- Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.
New Order Status: Processing, Suspected Fraud
- Processing: The payment is made successfully and an order invoice is issued.
- Suspected Fraud: No invoice is issued.
Payment from Applicable Countries:
- All allowed countries: Enable all allowed countries to make payment.
- Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.
Sort Order: The order of the payment method that will be displayed on the checkout page.
Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.
Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.
Opayo PayPal
Enabled: Enable Opayo PayPal Payment
Title: The title of the payment method displayed on the checkout page
Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)
- Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.
New Order Status: Processing, Suspected Fraud
- Processing: The payment is made successfully and an order invoice is issued.
- Suspected Fraud: No invoice is issued.
Payment from Applicable Countries:
- All allowed countries: Enable all allowed countries to make payment.
- Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.
Sort Order: The order of the payment method that will be displayed on the checkout page.
Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.
Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.
Config for the subscription product
Create a subscription
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Addtional Configuration: to install 3D secure mode.
Apply 3D Secure: Use default MySagePay settings.
Apply AVS CVC Check: Use default MySagePay settings.
Allow Gift Aid: In the UK, customers can claim back part of their tax money by donating through Gift Aid, a tax relief incentive created to benefit charities and Community Amateur Sports Clubs.
With Gift Aid enabled in Sage Pay, customers can now easily perform this task when donating to a charity. They only need to read the agreement, tick in the checkbox, and everything is automatically.
When done, please press Save Configuration, your configuration is ready to use.
Note: This direction can be applied with all Subscription product and non-subscription product.
For Subscription Products
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product
- To create a subscription product, admin click on Products > Catalog and choose a product type.
- On the right side, press Add product button, click on the arrow and choose among 6 types of product: Simple Product, Configurable Product, Grouped Product, Virtual Product, Bundle Product, Downloadable Product.
- Then, the New Product page will be shown. Regarding the Sage Payment and Subscriptions extension, admin needs to consider two tabs named Sage Subscription and Sage Subscription Billing Options.
At Sage Subscription tab, admin will set whether a product is a stripe subscription product or not.
+ YES: This product will be shown as a stripe subscription product at front end. This means this product's plans which were set at the Sage Subscription Billing Options tab will be shown with this product at this product detail page (e.g. Plan ID, Billing Frequency ...). Customers will choose one of them and payment.
+ NO: This product will be shown as a simple product (don't show this product's plans, it will be hidden).
- At Sage Subscription Billing Options tab, admin will need to set plans if they wish it is a subscription product. There are some fields that admin need to set, include:
+ Plan ID.
+ Period Unit: Select one of the period units ( - In the Opayo Subscriptions Options, there are two sections: General Config, Options
- General Config: Enable the subscription mode of the product.
- Options: Click Add option to add subscription plan for the product.
- Period Unit: Set the subscription period in terms of Day, Week, Month, Year
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- Billing Frequency: How many times the customers want to repeat the subscription circle.
- Billing Cycle: How long will customer has to repay the subscription fee.
- Click .
Also, if admin want to add more plans for a product, they only click on Add Option button. Then, admin can add the same as above.
Please click on Save button to complete.
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Main function
Check out with
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Opayo in an easy way
- Customers can
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- add their desired items to the shopping cart by clicking on Add to Cart button.
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We recommend two methods that customers can choose to checkout with Sage: SagePay Payment Gateway and SagePay Payment Gateway using Drop-In. At checkout screen, the SagePay extension will display an additional SagePay Credit Card Payment with SagePay logo and SagePay Credit Card Drop In Payments option which allows customers to easily pay if they want to use SagePay payment gateway.
Then go to checkout instead of Checkout/ Money order.
With SagePay Credit Card Payment:
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- Then, the customer can go to the checkout page easily with the Checkout Button in the drop down of the shopping cart icon .
- The customer fills in his/her shipping address and selects the payment method.
- At the review and payments section,there are two Opayo payment methods: Opayo Credit Card drop in Payments and Opayo Direct Payment.
Opayo Credit Card Payment
- Mark the checkbox "My billing and shipping addresses are the same" if the shipping address and the billing address are not different.
- If they are different, fill in the billing address then click "Update".
- Customer fills credit card information into the checkout form and click Place Order button. The system will process with Sage and return
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- the result with customer's order number.
With SagePay
Opayo with Drop-In
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Interface
- Mark the checkbox "My billing and shipping addresses are the same" if the shipping address and the billing address are not different.
- If they are different, fill in the billing address then click "Update".
In this section, the customer will enter his/her credit card info into a drop-in that is more secured.
Opayo Form/Paypal
With Opayo Form, all transactions will be handled by Opayo. When customer Place order, it will redirect to Opayo Form
Customers can pay with Paypal or Credit Cards up to their choice.
Support 3D Secure
Another payment method is SagePay Drop In Payments. It supports wonderful functions for different types of card.
- With Sagepay drop-in checkout, merchants will be able to embed a payment form hosted by Sagepay.
- The form still stays on the merchant’s site, while payment info will be stored and processed on Sagepay’s server.
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When customers use type of card provided with 3D secure mode. SagePay Opayo will turn on automatic mode to check. The operation will redirect to processing page: .
Click Submit and the system will process between Sagepay and Magento then result payment result. Save card function: Submit to finalize the payment.
3D Secure version 2 available in Opayo Direct Method
All of what the customer needs to do is filling the card information then click on Place Order button. Then there will be an authentication flow – where the customer doesn’t even realize that authentication has taken place.
Save card function
We design this function to help customers pay more conveniently. It can support customers usefully in case they forgot card number:
. Customers could save time from typing a long range of numbers.
My Saved Card IndentifiersIdentifiers:
Customers can see the cards that they used by clicking My Account - > My Saved Card Identifiers:
View Order:
View Order
When the transaction is completed, customers merchants can review their orders by clicking clicking Sales - > Orders - >View:
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Capture Invoice
If you set the Payment Action as Authorize Only, the invoice will not be created. You have to capture invoice in your :While invoice is not created meanings customers select Payment Action in Authorize Only status. Customers can capture invoice in their request. However, the quantity of the products in the new invoice must be smaller than or equal with to the pre-order and invoice only is submitted once.
This extension does not support multiple invoices.
View Invoice
You can manage invoices by going to Sales > Invoices
Click on View button to see the details : By clicking invoice and pressing View, customer can see the content of invoice that you want:
And choose Credit Memo tab and clicking Refund in need
Partial or total refund:
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You can change the column content by clicking on the Columns icon on the top right. Next to it is the Export icon that allows you to export the invoices list into CSV and XML files.
On the right side, there are three important buttons: Send an email, Credit memo, and Print
- Send email: Allow you to send the current invoice to customer
- Credit memo: Allow you to make the refund
- Print: Print out the current invoice
Partial or total refund
Moreover, Sage is a maverlous tool. Customer can refund partially or totally by clicking Credit Memo - > Refund.
About partial refund, it applies for many frequencies and up to out of products.
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This plugin does not support multiple invoices.
Transaction
To view transactions in Opayo, log in to Magento backend and choose Opayo Payment Gateway > Transactions
Subscription Profiles
To view all subscription that you implemented. Please , click SagaPay on Opayo Payment Gateway config- > Subscription Profiles:
In there you can enter the order ID or the transaction ID in the search bar to find the subscription plan in need.
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Update
- When a new update is available, we will provide you with a new package containing our updated extension.
- You will have to delete the module directory and repeat the installing steps above.
- Flush the config cache. Your store and newly installed module should be working as expected.
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Support
- We will reply to support requests after within 2 business days.
- We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation and uninstallation service.
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Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.Magenest