Payment Engines
Stripe, PayPal, Adyen, Visa, Mastercard and the rest. The published rate is what the fee is calculated at, and takings post to the clearing account rather than sitting in a table.
Where to find it
Address in the console: /platform/payment-providers
List · 11 columns · 16 fields on its form · 3 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Provider | Code | code |
| Name | Text | name |
| Engine | Status | provider |
| Mode | Status | mode |
| Methods | Text | supported_methods |
| Fee % | Number | percentage_fee |
| Fixed | Amount | fixed_fee |
| Clearing | Code | clearing_account_no |
| Txns | Number | transactions |
| Default | Yes or no | is_default |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Provider code required | Text | ||
| Name required | Text | ||
| Engine required | Choice | Configuration list | |
| Mode | Choice | test, live | Live means real money. Nothing else about the configuration changes. |
| Merchant ID | Text | ||
| Publishable key | Text | ||
| Methods | Text | e.g. card, wallet, bank_transfer, ach | |
| Currencies | Text | ||
| Percentage fee | Number | ||
| Fixed fee | Number | ||
| Settlement (days) | Number | ||
| Clearing account | Choice | Looked up from existing records | Where takings land until the payout arrives. |
| Fee expense account | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Default engine | Yes or no | Only one is default; setting this clears the others. | |
| Status | Choice | unconfigured, configured, connected, error, disabled |
What you can do here
Take a payment primary
Take a payment
Asks for: Engine Amount* Currency Method Card brand Card last 4 Against AR invoice Customer reference Raised by Source reference
Test primary
Check this engine is usable
Set API secret
Store the API secret
Asks for: API secret key* Webhook signing secret
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.