PrestaShop User Guide

Saferpay Module for PrestaShop

DESCRIPTION

Saferpay - easy, flexible, secure - The comprehensive e-payment solution from Worldline (former SIX Payment Services) for easier and more secure payment in your online shop.

Worldline [Euronext: WLN] is the European leader in the payments and transactional services industry and #4 player worldwide. With its global reach and its commitment to innovation, Worldline is the technology partner of choice for merchants, banks and third-party acquirers as well as public transport operators, government agencies and industrial companies in all sectors. Powered by over 20,000 employees in more than 50 countries, Worldline provides its clients with sustainable, trusted and secure solutions across the payment value chain, fostering their business growth wherever they are.

Use of the Saferpay PrestaShop requires the following:

• A corresponding license for the Saferpay module.

• The existence of a valid identification with a username and password for the Saferpay Backoffice.

• Respective API credentials for the Saferpay Live- and/or Test environment.

• Availability of at least one active Saferpay terminal via which payment can be carried out and the associated.

• Availability of Saferpay terminal number (Terminal ID parameter) and Saferpay customer number (Customer ID parameter).

• Availability of valid acceptance agreement for credit cards or other payment methods.

INSTALLATION GUIDE

PrestaShop Way

Log into Backoffice.

Navigate to Modules -> Modules manager menu

Click on Upload a module button, dialog box will appear

Drag & drop saferpayofficial.zip file in to Upload a module dialog.

You will receive Module installed! success message:

FTP Way

Download saferpayofficial.zip file to your computer

Extract it

Upload Saferpay folder into PrestaShop modules directory

Log into Backoffice

Navigate to Modules -> Modules Catalog menu

Type module name in the search.

Hit the Install button to finish installation

How to find the Module

After installation you will be able to go to configure straight from pop-up, however if you want to come back later there will not be pop-up.

To find Saferpay module go to Modules -> Module manager

Type “Saferpay” in the search field at the top of Module manager page

Click “Configure” to access module settings

SETTINGS TAB

Settings page is divided into five separate blocks. Let’s discuss each block individually.

Test mode

Test mode block consists only of one button. This button will allow merchant quickly switch between live and testing environment if the need occurs. By default, test mode is set to YES, so don’t forget to set it OFF when launching the shop.

Live/Test

Live and test blocks are identical.

Live block has information regarding live environment.

Test block has information regarding test environment. To get access information for live environment you have to request an offer here. To get access information to test account please follow this link.

To get JSON API username and password you have to login to Saferpay management interface and go to Settings -> JSON API basic authentication or follow this link https://test.saferpay.com/BO/Settings/JsonApiLogin :

Click “Create new Json API login” to generate login information for API

You can also see Customer ID in the same page.

To get terminal ID, you need to go to Settings -> Payment means / Terminals or follow this link https://test.saferpay.com/BO/Settings/Terminal :

In this menu item you can see Customer ID and right below it you can see your Terminal ID.

Saferpay has two licenses:

• Saferpay E-Commerce

• Saferpay Business

Which one should you get? Saferpay E-Commerce covers basic needs of every merchant. Saferpay Business provides additional functionality such as: refunds via PrestaShop, order management and Secure Data Storage for the buyers.

In case you are using Saferpay Business without the corresponding license, the API will throw an error.

If you have Business license you should set “I have Business license” to YES.

Setting

Default payment behavior – how payment provider should behave when order is created. There are two options:

• Capture – automatically capture the amount in the order. Default. Keep in mind that automatic capture in some countries can be against the law.

• Authorize – payment will be authorized, but merchant will have to capture manually.

Behavior when 3-D Secure fails - how payment provider should behave when payment fails to provide 3-D Secure verification. There are two options:

• Cancel – payment will not be accepted. Default.

• Authorize – payment will be authorized, but merchant will have to capture manually. By capturing merchant takes full responsibility on himself.

Credit card saving for customers – add options of secure data storage for faster checkout for the buyer. You can disable it if it confuses your customers.

Saferpay Fields settings can be changed with possibility to show custom payment form template

Styling

If default Saferpay look doesn’t fit your website, there are two options how you can change it.

In your Saferpay account there is a possibility to create custom design of payment page with dedicated tools. If you do that, please enter the name of custom design you have created, and it will be loaded in the next checkout session.

In Saferpay Backoffice. See „Settings > Payment Page Configuration “. Note, that it has only limited styling-options, for merchants, that do not want, or cannot deal with CSS.

Another option would be to provide link to your CSS style file, which will be loaded in the next checkout session.

There are, however, some limitations. Information about CSS-Styling can be found here:

https://docs.saferpay.com/home/integration-guide/iframe-integration-and-css#using-css

PAYMENTS TAB

Payments tab displays all possible payments: Alipay, American Express, Bancontact, BonusCard, Diners Club, Direct Debit (ELV), Eprzelewy, Eps, Giropay, iDEAL, Invoice, JCB, Maestro, Mastercard, MyOne, PayPal, Paydirekt, Postcard, PostFinance, Sofort, Twint, UnionPay, Visa, V PAY, ApplePay, Klarna, Crypto Payments. Not all payment will be in your contract so be careful selecting which ones to enable and which ones leave out.

You can choose if plain text or showing payment logos suits better to your design.

Some payment methods might support only a few or one specific country, so you have to set correct countries to each payment if you don’t want your customers to be disappointed when they will not be able to accomplish payment with their desired payment option.

If you have only one currency you can set it to “All”, however if you have five or more different currencies some payments might not support all the currencies so, choose accordingly.

"In the back office we've added possibility to change Awaiting Saferpay Payment default order state" + "safer"

Buyer will see the list of all enabled payments in Saferpay as if they were independent payment providers.

LOGS

The third tab in the module is Logs.

Logs contains error messages from API. If required by the Saferpay Support Team, you will have to provide the line of the log for specific incident time.

ORDER MANAGEMENT

Orders

If you go to Orders -> Orders

You will see a lot of orders with various statuses.

Click “View” to see more information about the order and/or perform other actions.

Capture payment

If in the settings “Default payment behavior” is set to “Capture”, you don’t need to do anything. Payments will be captured automatically by the system.

However, if in the settings “Default payment behavior” is set to “Authorize”, you will have to capture payments manually.

In order list you will see orders with status “Payment authorized by Saferpay”, these orders will need be captured manually.

To capture the order open the order of your choice and scroll down to Saferpay block.

You will see to actions: “Capture” and “Cancel the order” and all information related to authorized transaction.

Click “Capture” to capture the order.

Cancel the order

Only authorized, but not captured orders can be cancelled. Captured orders can be refunded, but not cancelled.

In order list you will see orders with status “Payment authorized by Saferpay”, these orders can be cancelled.

To cancel the order open the order of your choice and scroll down to Saferpay block.

You will see to actions: “Capture” and “Cancel the order” and all information related to authorized transaction.

Click “Cancel the order” button to cancel the order.

Refund payment

Only captured transactions can be refunded.

In order list you will see orders with status “Payment completed by Saferpay”, these orders can be refunded.

To refund the order open the order and scroll down to Saferpay block.

You will see input field with prefilled full amount of the order and all information related to captured transaction.

Input field allows you to perform partial refunds, just enter the amount you want to refund and click the button. If you want to do full refund, you don’t need to edit anything, just click “Refund” button. It’s not possible to refund more than the total order amount or amount lower than zero.

E-SHOP CUSTOMER EXPIERENCE

Buyer will see the list of all enabled payments in Saferpay as if they were independent payment providers:

Checkout

In the checkout process buyer will encounter Saferpay module only in the last step. Buyer will see the list of all enabled payments in Saferpay as if they were independent payment providers. However, after confirmation everything will go to the same API.

If Secure data storage is enabled by the merchant, buyer will see additional options when selecting credit card provider like Visa.

If buyer will choose first option - „Use new card and save it“ – his card will be saved after successful transaction. Next time buyer wants to checkout, options will be a bit different:

Please keep in mind that in case of unsuccessful transaction credit card will not be stored.

If merchant chooses second option – “Use new card once”, his credit card data will not be stored.

Credit card management

Please keep in mind that this option only available if Secure Card Data is enabled by the merchant.

If buyer would go to his account, he will see a button:

When clicked, it will display a list with all clients’ credit cards and ability to remove them.

Crypto Payments

Selecting crypto payments as a payment method will allow you to pay for the product with Ethereum or Bitcoin.

Refunding Crypto:

When an order made with crypto is completed, and the user wants to refund it, the status gets changed to - pending refund.

Then the user receives an email, confirms it, and directs where the refund should be processed to. When we receive the approval, from pending refund the status changes to refunded.

SUPPORT CONTACTS

Do you have questions or a technical problem? Our specialized service teams can provide you with expert information. Please use the PrestaShop Messaging System, there Saferpay and PrestaShop experts are connected for you.