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Created: 09/01/2018 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/37
Introduction
Sage Pay Payments extension for Magento 2 is the most secured payment gateway in UK.
Extension's page: Sage Pay Payments and Subscriptions
Highlight Features
- Allow admins to integrate their SagePay account to their magento stores.
- Allow customers to checkout using credit card payment
- Enable or disable the gateway.
- Keep revenue coming consistently with 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 can capture invoice up to quantity 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 credit memo for refunding.
Easily perform Gift Aid enabled in Sage Pay.
Your store should be running on Magento 2 version 2.1.x.; 2.2.x
Main Functions
Configuration at Magento backend
Firstly, you have to configure the SagePay Payment Extension at Magento back end by clicking on Stores > Configuration > Sales > Payment Methods > SagePay Payment Gateway.
In Global Config:
Fill in Vendor Name, Integration Key, Integration Password your SagePay credentials
In our example, we use account and API of SagePay to implement transaction in test mode.
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.
Turn on Test Mode (Choose Yes) when you use test credentials. Turn off the Test Mode (Choose No) when you go live.
You can also turn on Ignore address check to skip the address and postcode check in test mode.
Then Click on Check API button to check whether the API is working or not.
Save Card Token: Allow customers to save credit card token for future purchase.
Enable MOTO: Allow you to make payments in admin panel for customers buying through email or telephone.
Allow Gift Aid: Allow customers to donate to charity. Note that this function only works if your Sage account is enabled for Gift Aid.
Vendor Reference Code: This will add to the unique reference of the customers' transactions. Doing this will help you recognize the source of the transactions in case you have multiple stores.
Apply 3D Secure with 4 options: Default, Force, Disable, Force & Ingore
- Default: Use Default My SagePay 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 & Ingore
- Default: Use Default My SagePay 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
In Direct Integration
Enabled: Choose Yes to enable direct checkout for SagePay Payment
Title: The title of the payment method displayed on the checkout page.
Show SagePay Logo: Display SagePay logo 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: 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.
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 how to do 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.
In Direct Integration with Drop-in
Enabled: Choose Yes to enable direct checkout with drop-in for SagePay 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: charge the debit/credit card at the time of the order is placed.
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.
When done, press Save Configuration. This direction can be applied with both Subscription product and non-subscription product.
For Subscription Products
Create new subscription plan for a product
To create a subscription product, admin click on Products > Catalog and choose a product type.
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 (Day, Week, Month, Year).
+ Billing Frequency.
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.
Check out with SagePay an easy way
Customers can choose any items with options that they wish and click on Add to Cart button.
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:
Customer fill information into checkout form and click Place Order button. The system will process with Sage and return successful result.
With SagePay Drop In Payments:
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.
Support 3D Secure:
When customers use type of card provided with 3D secure mode. SagePay 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:
We design this function help customers pay more conveniently. It can support customers usefully in case they forgot card number:
My Saved Card Indentifiers:
Customers can see the cards that they used by clicking My Account-> My Saved Card Identifiers:
View Order:
When the transaction is completed, customers can review their orders by clicking Sales-> Orders->View:
Capture Invoice:
While invoice is not created meanings customers select Payment Action in Authorize Only status. Customers can capture invoice in their request. However, quantity of products in new invoice
must be smaller or equal with pre-order and invoice only is submitted once.
View Invoice:
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:
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.
Subscription Profiles:
To view all subscription that you implemented. Please click SagaPay Payment Gateway config-> Subscription Profiles:
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.
Support
- We will reply to support requests after 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.
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.