Finance » Payment Settings - Setting Up A Payment Gateway

Link: https://support.brilliantdirectories.com/support/solutions/articles/5000673830

See the steps below for connecting the payment gateway (Stripe, PayPal Standard, 2Checkout, PayPal Payments Pro, Authorize.net...).

1. Set Up An Account

If the website does not already have an account with a supported payment gateway, set one up. 

We have a list of our supported payment gateways. check this documentation: Supported Payment Gateways

2. Add New Payment Gateway

Once the payment gateway has been selected, set up an account with the payment gateway of choice. Under Finance >> Payment Settings, there is a list of available gateways. Click on the "Add New Payment Gateway" drop-down and select one of them:

NOTE: Stripe and PayPal are the most used payment gateways; however before one of them is chosen, read the article "Stripe or PayPal Standard?"

3. Account Credentials

Each gateway requires different credentials to connect it to Brilliant Directories. 

Keep in mind that the payment gateway will use the Website Currency selected under Settings » General Settings » Localization. 

Important Note: When adding credentials for the Stripe gateway, there will be additional validation on each key field as the valid credentials should be between 25 and 255 characters, and the key cannot include dots (ex: ....).

In the "Secret or Restricted Key" field, you can enter either a standard Secret Key (beginning with sk_) or a Restricted Key (beginning with rk_).

Stripe Credentials - How To Roll Key

4. Verify "Active" Status

Complete a test transaction by signing up as a new member on the front-end of the website.

Updating a Payment Gateway

When adding an additional payment gateway, a notification will show indicating that making the new gateway active will not migrate active subscriptions to the new gateway and that the other gateways need to be deleted for the migration to occur:

Note that if the previous payment gateway was an on-site payment gateway and the update is to another on-site gateway (Authorize.net, or PayPal Website Payments Pro or PayPal PayFlow pro) the billing database will keep the member's billing information on file and if there are any past due invoices the system will still attempt to bill the card on file using the new payment gateway.

This does not apply when the payment gateway update is from an off-site payment gateway to an on-site or another off-site, from Stripe to another on-site, from Stripe to another off-site gateway, or any other payment gateway to Stripe.

The table below describes this information in detail: 

For more details on which payment gateways are on-site or off-site, refer to this article: Supported Payment Gateways

Deleting a Payment Gateway

If a payment gateway needs to be deleted, make sure to set up a new one and then make it "Active".

After that, try to delete the old one. Trying to delete the active one will make this message appear: 

When there is more than one payment gateway, the one that is not active can be deleted: