Qualpay Checkout Configuration

To access your permanent Qualpay Checkout settings, go to Administration, click Settings, then click the Qualpay Checkout tab.

Set Preferences

As you configure your preferences on the left side of the screen, a preview of what your customer will see is on the right side of the screen. Remember to click the Save Changes button, as changes in the preview pane are not automatically saved.

Field	Description
Expire link in X Days/minutes	The length of time that you would like your Qualpay Checkout link to remain valid.
Email receipt to your customer	Qualpay will mail your customer a receipt for the transaction. Set to no if you send your own receipt to the customer. This setting is configured to yes by default.
Success URL	URL you would like your customer directed to after a successful transaction. If you leave this blank, your customer will be presented with the default Qualpay receipt page.
Failure URL	URL you would like your customer directed to after a failed transaction. If you leave this blank, your customer will be presented with the default Qualpay receipt page.
Default Request Type	Authorization Only or Sale. If you select Authorization, you will need to capture this transaction type via the Qualpay Payment Gateway API or Qualpay Manager. For ACH Payments, Sale must be selected. If you select Authorization only, ACH Payments will be disabled.
Captcha	CAPTCHA options are “none”, “present if suspicious” and “present always”. The default setting is “present if suspicious”. If you wish to use the “none” option with the permanent link please contact Qualpay Support. The “none” option will only be available for permanent links after your account is reviewed by the Qualpay risk team.

Customize Page Introduction

Field	Description
Logo	Add your logo in .png format.
Headline	Add a headline to display at the top of your checkout page or modal window.
Introduction	Add an introduction to display below your headline on your checkout page or modal window.

Configure Amount & Frequency

Note that any configuration made here is overridden when a different variable is provided in the Qualpay Checkout API when invoking Qualpay Checkout.

Field	Description
Frequency Label	Add a frequency label to display at the top of your frequency selection buttons.
Frequency Description	Add a frequency description to display below your frequency label on your checkout page or modal window.
Frequency	Select one or more of the following frequencies; once, weekly, bi-weekly, monthly, quarterly, bi-annually, annually, or daily. If you do select a frequency, be sure to require Name or Company/Firm Name in the personal information section.
Display Amount at Bottom	Customize whether you would like the amount to appear at the top or the bottom of the checkout page.
Amount Label	Add an amount label above the amount displayed on the checkout page or modal window.
Amount Description	Add an amount description below the amount label on the checkout page or modal window.
Amount Type	Select Single Amount if you are charging a fixed amount. Select Multiple Amounts if you are providing a list of preset amounts from which your customers to choose. Enter the amounts and click *Add Amount. Select Allow customer to enter amount at checkout* if you want your customer to enter an amount to be charged at checkout.
Amount	If you selected the Single Amount option, this is the fixed amount you will charge your customer. If you selected the Multiple Amount option, add your amount choices here.
Purchase ID Label	You can elect to label the Purchase ID field to something that will make sense in your workflow - for example, invoice number or account number.
Purchase ID	Select whether you would like to use the purchase ID or not, and if you would like to make it required. We suggest that you use this field to aid in reconciliation as this value will be included in Qualpay reports. Max value for purchase ID is 25.

Customize Personal Information

Field	Description
Header	Add a header to display at the top of your personal information section on your checkout page or modal window.
Description	Add a personal information description to display below your personal information header on your checkout page or modal window.
Name (First, Last)	If set to Yes, these fields will be displayed on the checkout page or modal window. Mark required if you do not want to accept an order without this information. Note that you must make Name or Company/Firm Name required to use any of the billing frequency options.
Company/Firm Name	If set to Yes, these fields will be displayed on the checkout page or modal window. Note that you must make Name or Company/Firm Name required to use any of the billing frequency options.
Full Address	If set to Yes, these fields will be displayed on the checkout page or modal window. Mark required if you do not want to accept an order without this information. Only Full Address or Postal Code may be enabled, but not both.
Postal Code	If set to Yes, this field will be displayed on the checkout page or modal window. Mark required if you do not want to accept an order without this information. Only Full Address or Postal Code may be enabled, but not both.
Phone Number	If set to Yes, this field will be displayed on the checkout page or modal window. Mark required if you do not want to accept an order without this information.
Email	If set to Yes, this field will be displayed on the checkout page or modal window. Mark required if you do not want to accept an order without this information. If you chose to Email receipt to your customer in the Preferences section, you must make this field required.

Add Optional Fields

Field	Description
Label	Add a header to display at the top of your optional fields section on your checkout page or modal window.
Description	Add a personal information description to display below your optional field’s label on your checkout page or modal window.
Field Type	Select how you would like your customer to enter the optional fields: radio (single select), checkbox (multi-select), or text input.
Field Type Options	Add labels for your optional field checkbox and radio buttons.

Configure Payment Settings

Field	Description
Header	Add a header to display at the top of your payment fields section on your checkout page or modal window.
Introduction	Add an introduction description to display below your payment fields header on your checkout page or modal window.
Allow Digital Wallets	Set to Yes if you would like to accept a digital wallet, such as Google Pay.
Allow ACH Payment	Set to Yes if you would like to accept ACH payments. If you do not see this option, please contact Qualpay support to have your account enabled for ACH payments.
ACH Payment Label	If Allow ACH Payment is set to Yes you can choose between ACH, eCheck, and Bank Account as the label for ACH Payments. Note that this setting will only change what your customer sees, all references to ACH Payments in Qualpay Manager will be “ACH Payments”.
Display Security Code (CVV)	Set to Yes if you would like to collect the security code (CVV) from your customer (recommended).
Show "Save Card" Option	If you send a customer_id when invoking Qualpay Checkout, your customer can select to save their payment information if this option is set to Yes. A Customer Vault entry will be created when your customer selects to save during checkout. Note that this feature is not available if you are using the permanent link method.
Add Fee Recovery	Set to Yes if you would like an amount added to the transaction to cover your processing costs or the costs of accepting a transaction from a non-customary channel such as online. If you do not see this option, contact Qualpay support to enable surcharge or convenience fees on your account. To preview, you must enter a card type (credit), and billing state where surcharging is allowed.
Payment Button Text	Enter the text you would like on your submit button, such as “donate now” or “buy now”.