Adding a Payment Gateway Strategy

The next step to collecting online payments is to create one or more Payment Gateway Strategies, which determine which payment gateway a customer is directed to

Payment Strategy is a mechanism to direct customers to different Payment Gateways based on certain conditions.

Each Payment Strategy has:

• a default Payment Gateway - which customers will be directed to by default.

• and Exceptions - if a customer meets the condition set for an exception, they will be directed to the Payment Gateway set by the exception.

Exceptions work in the order they are entered. Customer will always be directed to the Payment Gateway set by the first exception matched.

Adding a New Payment Gateway Strategy

1. Navigate to Product Setup → Online Payment Settings.

2. Click Payment Gateway Strategy icon at the top of the screen.

3. Set a Name for the Payment Gateway Strategy.

4. Click on the Default Payment Gateway drop down menu to choose from your previously defined Payment Gateways.

5. Click on thebutton next to Add Exception.
6. You are able to set exceptions where under certain conditions an alternate payment gateway will be used. Conditions include:

   • Guest Country - set alternative payment gateways for different countries.

   • Invoice Due Date - select a payment gateway depending on the number of days and hours until the invoice is due.

   • Package Start Date - select a payment gateway depending on the number of days and hours until the packaging will start.

   • Viewing Language - select a payment gateway depending on the selected viewing language of the booking widget.

7. You may add additional exceptions by clicking on thebutton.
8. Click on Add Payment Gateway Strategy to save.

Note that it is not possible to delete a Payment Gateway Strategy that is currently being used in Online Payment Settings.

Example:

• If a Australian customer books 1 day away from invoice due date, they will be directed to Square.

• If a Japanese customer books 3 days away from invoice due date, they will be directed to SoftBank Payment.

• If a Japanese customer books 1 day away from invoice due date, they will be directed to Square. Even though Japanese customer are directed towards SoftBank Payment in the second rule, they are directed to square instead since the booking fits this criteria and this rule is higher on the list.

• If a Italian customer books 10 days away from invoice due date, they will be directed to Flywire (the default payment gateway) since none of the rules apply.

Editing an Existing Payment Gateway Strategy

1. Click on thebutton next to the Payment Gateway Strategy you want to change.
2. Edit the Payment Gateway Strategy criteria and/or exceptions and click on the Update button to save the changes.

Deleting an Existing Payment Gateway Strategy

Click on thebutton next to the Payment Gateway Strategy you wish to delete.