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Managing Payment Methods

With PrestaShop, you can accept your customer’s transactions through several different payment methods, such as checks, bank wire, cash on delivery, Google Checkout, and some partner modules such as Hipay, Moneybookers, and PayPal. They are already included in your store and are ready to be used. However, it is necessary to configure them.

Installing a payment module

Let's install the “Cash on delivery” module. You first need to access the list of payment modules. It is of course accessible via the "Modules" tab, under the "Payments and Gateways" section, but you also have a shortcut from within the "Payment" tab: just click on the appropriate button at the top of the page!

This button will send you directly to the correct module section. Here is the full list of payments modules included in the default PrestaShop install.

Find the "Cash on delivery (COD)" module in the list (third row). To install it, you just need to click on the “Install” button.

Setting up a payment module

We are now going to look over how to set up and handle these modules, which are absolutely essential to your online store.

Bank Wire module

Click "Install" for the module, if it's not already the case. A "Configure" link appears below the module's name. Click it: a form appears, asking for some information.

In order for the module to accept bank wires, you need to fill out the address of the bank that your store uses. Once all of the fields are filled out, click “Update settings” to save your data.

Your customers will now see it appear in the store’s Front Office as part of the available payment methods:

Your customers can choose the “Pay by bank wire” method. They need to click it to see the next page.

They will be asked for their choice of currency. See the screenshot below.

When clicking on the “I confirm my order” button, your bank information appears.

Your customer’s order will appear directly in the orders summary, under the “Orders” tab.

When you receive the customer's bank wire, you must manually change the payment status of the order in your Back Office. This is different from a credit card order, where the payment is carried out automatically.

Check module (paying by check)

To configure payment by check, you need install the Check module (if it's not already done). Click "Install" for that module in the payments modules list. You now need to configure it.

Click the "Configure" link under the name of the module. The following form appears:

Indicate to whom your customer must make the check payable and your address, then save by clicking on "Update settings".

This information will appear to the user at the end of the ordering process, after clicking the "Pay by check" option, and validating with a click on the "I confirm my order" button.

Your customer’s order will appear directly in the orders summary, under the “Orders” tab.

When you receive the customer's check, you must manually change the payment status of the order in your Back Office. This is different from a credit card order, where the payment is carried out automatically.

Partner Payment Modules

PrestaShop offers several partner payment modules:

  • Authorize.net
  • Cash-Ticket
  • DIBS
  • Google checkout
  • Hipay
  • Moneybooker
  • Ogone
  • Paypal
  • PaysafeCard

In order to use these modules, click on the “Install” button in the payments module list.

You will then see a “Configure” link under the installed module. Click it, and follow the instructions.

Authorize.net

Authorize.net is a "Payment gateway enables Internet merchants to accept online payments via credit card and e-check."

You must have an Authorize.net account in order to use this module. You can access the website by clicking the Authorize.net logo in the module's configuration page (right of the page).

Once you have an account, follow the instructions provided by the module: fill in the fields with your information, and click "Update configuration".

Cash-Ticket

Cash-Ticket is a "safe payment method to book your ticket for holidays and pay for shopping online. No card or bank account needed!"

You must have a Cash-Ticket account in order to use this module. Contact them for more information.

Once you have an account, fill in the various fields with your information, and click "Update configuration".

DIBS

DIBS is "the leading supplier of payment solutions in the Nordic countries."

You must have a DIBS account in order to use this module. Use their subscription form.

Once you have an account, fill in the various fields with your information, and click "Update configuration". Do follow the instruction given by the module. DIBS also provides a step-by-step guide to integrating their system.

Google Checkout

Google Checkout is "a fast, secure checkout process that helps increase sales by bringing you more customers and allowing them to buy from you quickly and easily with a single login."

You must have a Google Checkout account in order to use this module. Use you Google account to log in.

Once you have an account, follow the instructions provided by the module. Once done, click the "Update configuration" button.

Hipay

Hipay is a safe and effective solution to pay, be paid online and bill all types of products, contents and - or services: digital, physical goods, download...

You must have a Hipay account in order to use this module. Use their online form.

Once you have an account, follow the instructions provided by the module: fill in the various fields with the information Hipay provided you with, and finally, click the "Update configuration".

Moneybookers

Moneybookers is "the cheaper way to send and receive money worldwide. Secure and convenient online payments."

You must have a Moneybookers/Skrill account in order to use this module. Use this PrestaShop partner link for special rates.

Once you have an account, follow the instructions provided by the module: fill in the various fields with the information Moneybookers provided you with, check the boxes that are relevant to you, and finally, click the "Update configuration".

Ogone

Ogone is "a leading independent payment service provider (PSP). Catering for businesses of all sizes, Ogone makes accepting payments online, simple, fast, secure and profitable."

You must have an Ogone account in order to use this module. Use their online form.

Once you have an account, follow the instructions provided by the module: fill in the various fields with the information Ogone provided you with, then click the "Update configuration".

PayPal

PayPal is "the faster, safer way to send money, make an online payment, receive money or set up a merchant account."

You must have a PayPal account in order to use this module. Use their online form.

Once you have an account, follow the instructions provided by the module: fill in the various fields, then click the "Update configuration".

PaysafeCard

PaysafeCard is "Paysafecard is an electronic payment method for predominantly online shopping and is based on a pre-pay system."

You must have a Paysafecard ccount in order to use this module. Use this PrestaShop partner link.

Once you have an account, follow the instructions provided by the module: fill in the various fields, then click the "Update configuration".

Payment Module Restrictions on Currencies

When in the “Payment” tab, you can see the following section:

As you can see, depending upon the payment, the customer’s choice of currency will differ:

  • Authorize.net, Bank wire, Cash-Ticket, Check, DIBS, Moneybookers, Ogone, Paysafecard: click on the boxes corresponding with the currencies that you authorize. If you accept several of them, the customer will be able to choose among them at checkout.
  • Cash on delivery: The customer will be able to pay only in the currency that he has selected in the store.
  • Google Checkout, Hipay, and Paypal: You can choose one accepted currency (among those installed in your store), and allow each customer to pay with the currency that they will have chosen in the store.

Another option is that you can only accept payment with the store’s default currency (which you can set in the "Payment" tab, "Currencies" sub-tab, "Currency options" setting).

Payment Module Restrictions on Groups

You can limit the choice of payment method depending on the group of customers.

For instance, let’s say you would prefer that individuals pay with PayPal, Moneybookers and Hipay, while professionals only pay by bank wire. Depending on the type of customer and on your choices, customers will only pay using the methods that match with your decisions.

Payment Module Restrictions on Countries

You can limit the choice of payment methods according to your customer’s country of origin. For instance, in France, Spain, and Germany, you can accept all payment methods, while customers in Italy, the United Kingdom or Switzerland can only pay by bank wire.

The choice of payment modules according to country is found under the “Payment” tab, in the "Countries restrictions" section.

Find the country in the alphabetical list, and check the boxes to select or deselect the payment methods you want to make available to customers from that country. Once all of your settings have been configured, click on the “Save restrictions” button, found at the bottom of the table.

Currencies

PrestaShop can accept a large number of currencies. By default, there are three standard currencies: The Euro, the Dollar, and the Pound. However, you can add and configure new currencies by clicking on the “Currencies” sub-tab, under the “Payment” tab.

Click on “Add New” to create a new currency and fill out the form (see the next page).

Currencies options

The two last sections of the "Currencies" sub-tab are very simple:

  • Currencies options: set the default currency for your shop.
  • Update currency rates: update your currencies exchange rates.

Adding a New Currency

When you want to add another currency, simply click on the “Add New” button seen in the previous screenshot, and this form will appear:

  • Write the name of the currency, its ISO code (see this WikiPedia page for information) and its symbol (see this WikiPedia page for information).
  • The conversion rate is defined according to your shop's default currency.
  • Formating: Set up how you want your price to be displayed. The X corresponds to the currency symbol. The "Blank" selector also enables you to include a blank between the sign and the price.

Once the new currency is added click “ Save” to save your settings

Taxes

The “Taxes” sub-tab, located under the "Payment" tab, enables you to manage the applicable taxes. Click on this tab to see the list of taxes. Three taxes are set up by default.

Taxes options

This sub-tab also gives you access to a set of options, which apply to the whole store and all of the orders.

  • Whether or not taxes are included in each purchases.
  • Whether or not taxes are displayed in the cart.
  • Which customer address should the tax be based on.
  • Whether or not an ecotax applies (read this WikiPedia page to learn more about the ecotax).

If an ecotax does apply, a new field will appear in the product creation page:

If you decide to take the ecotax in consideration after having added products, you will have to edit them in order to set the tax properly for each product.

The ecotax will also appear to the customer, on the product's page:

Adding a New Tax

When you want to add another tax; simply click on the “Add New” button seen in the previous screenshot, and this form will appear:

Fill in the name of the tax ("TVA", for example), and its rate (in the XX.XX format), and save.

Note: It is a good idea to add reminders within the name, such as the country/group/zone the tax applies to, and its rate; this can help remembering which tax is to be applied to a given product.

Tax Rules

Be default, a tax applies to all groups and countries/states/zones. If you wish to apply particular a tax to a country or set of countries (and not others), you must create a tax rule for it. To that end, go to the "Tax Rules" sub-tab.

A few sample tax rules are already in place, which you can edit to get a better grasp of how things work. Let's create a new tax rule altogether. Click on "Add New".

  • Fill in the name of the tax rules. Use a telling name: name the tax's country code, the tax's name, maybe even it's rate, so as to find it again easily.
  • Enable the rule once you are ready to have it used on the store... that is, once all countries have been properly set.
  • Select the countries the tax should be applied to:
    • Browse the regions tabs until you find the targeted country,
    • If you need the tax applied to a single country, use that country's drop-down menu to apply the tax to country only. Do the same for more countries as needed.
    • If you need the tax applied to all countries for a given region EXCEPT a single country, then first apply the tax to all countries by using the drop-down menu at the top and clicking apply, then change the individual drop-down menu to "No tax" for the targeted country. Do the same for more countries as needed.
  • Click on the "Save" button at the bottom of the countries list.

Note that the default rate applied to your product will be based on your store's default country.

Vouchers

In the “Vouchers” tab, you can give your customers discounts (by value or by percent) or offer free
shipping on their orders. Under this tab are all of the previously created vouchers, along with their
status of validity.

You can also enable/disable vouchers at the bottom of the screen.

Creating a New Voucher

Vouchers can be created automatically after a product return, but you can create a new voucher at any time manually, and be very specific about its properties.

  • Give it a unique code. You can either create manually (and therefore use readable words, like 1VOUCH4MIKE), or have PrestaShop generate one unique string by clicking the "New" button. Of course, you can also use another string generator (such as random.org's). You can use up to 32 characters.
  • The “Type” field enables you to choose the method of the applied discount:
    • Discount on order (%). The voucher applies to a percentage of the order total. For instance, let's say the order is valued at $200 before taxes. The voucher has a value of -15%. When applying this coupon the customer will only have to pay $170 before taxes.
    • Discount on order (amount). This choice is applied to a monetary discount on the entire order. For instance, let's say the order is valued at $100 before taxes. The discount offers $20 off the purchase. By using the discount the customer pays only $80 before tax.
    • Free shipping. With this discount, you can treat your customers to free shipping. They can use the code when paying and it will apply to their offer.
  • Choose the voucher's behavior – meaning how it should behave when the order's amount is less that the voucher's:
    • reduce the voucher to the total order amount: do this if you want vouchers to be used only once.
    • create a new voucher with the remaining amount: do this if your customers can use their voucher's value for as long as it has some.
    • create a negative invoice: do this if you want vouchers to be used only once, but you still need to know the final value for your accounting book. The user won't receive any kind of further voucher or discount.
  • Give it a proper description, in every languages that your shop supports (click on the flag to change language). Customers will be able to read this, so write a proper sentence.
  • Indicate which categories the voucher applies to – because sometimes you'd rather have customers not use vouchers for certain products.
  • Set a quantity of available vouchers: either "1" if it is intended for a single customer, or any number if the vouchers if for whoever uses one first.
  • You can set the number of times a voucher can be used. That number must be at least equal to the quantity of available vouchers.
    • If that number is inferior to the total quantity of available vouchers, then one single customer won't be able to use all of them.
    • Keeping it to "1" makes sure that each of your customers can only the voucher once. In that case, make sure the voucher applies to a group rather than a customer...
  • Set a minimum amount under which the voucher is not applicable. Your voucher will only be applicable if the customer's order is above the given amount.
  • You can choose whether or not the vouchers are allowed to be used with other promotions on your products or other vouchers. Choose your preferences by ticking the checkboxes.
  • The “To be used by” field enables you to restrict your voucher to only one of your customers. For instance, if you had a delivery delay and you want to apologize, you can create a voucher for this customer that only he or she can access. To quickly find the customer, type in the first few letters of their First or Last name in the "Filter" field.
  • The voucher can have a time limit. Click the “ From” and “To” fields in order to choose your dates using the calendar.
  • You can decide whether the voucher should be shown in the cart summary or not. It is usually to do so, in order to informer the customer.
  • Finally, the “Enable” field allows you to enable or disable the vouchers.

Your voucher will appear in the “Vouchers” tab, and you can delete or edit it at any time.

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