After installing the app, you need to configure the correct credentials that will associate it to your Verifone account.
The configuration page should look like the one displayed below. There are several tabs, grouping various settings you need to perform.
Verifone account settingsEach field/option has a tooltip which can be viewed by hovering the "?" icon.
The information in the Verifone account settings area is mandatory. Once the User ID, API Key and Organization ID fields are completed, click on Update settings.
You can enable the test mode by checking the Enable test mode box so you can use the Verifone Sandbox environment to test your integration (for this, you will need to have an account set up in the test environment). If the Enable test mode box is checked, you will need to use the information from your test account (user ID, API key, organization ID).
If you wish to change the integration environment, you will need to return to this page by clicking the Manage button on the app in your Shopify admin and update all IDs associated with the Verifone Account with the ones corresponding to the selected environment.
- User ID: The ID of the user that generated the API key in Verifone Central. You can find this information in your Verifone Central account, under Profile → API Keys.
- API Key: The value of the API Key you created in Verifone Central.
- Organization ID: The Organization ID can be found in Verifone Central, under Administration → Organizations. There might be several organizations available as part of your account hierarchy. When filling in the organization ID here, make sure you pick the ID of the organization connected to your Payment Provider Contract. You can check that by clicking on the organization and searching for the associated payment provider contracts.
The information in the Display settings area is optional. This area allows you to configure the look and feel of your payment page.
- Theme ID: Allows you to setup a custom theme for your payment page, by using the tool available in your Verifone Central account. Once the customer theme is created, you will be able to pick up the theme ID and fill it in the Shopify Display settings section. More on themes can be found here.
Setting up your payment methods
You will need to enable and set up at least 1 payment method option. Either select the Enable card payment from the Card payment setting tab, or an alternative payment method from the Alternative payment options tab.
Card payment settings
- Check the Enable card payment checkbox. Once the box is ticked you need to provide information about your Payment provider contract ID. You can find this info in your Verifone Central account, under Administration → Payment Provider Contracts. Make sure you collect the ID belonging to the Payment Provider Contract that enables card payments.
- If you check the Enable card 3DS checkbox, you need to provide information about your 3DS Contract ID. The 3DS Contract ID can be found in your Verifone Central account, under Administration → 3-D Secure Provider Contracts.
As per PSD2 regulation, if both yourself (the merchant) and your customers are located in the European Economic Area (EEA) or UK, online payments need to be 3D Secure authenticated. For any additional information needed on this topic, reach out to your acquirer.
- If you check the Enable Fraud Protection box, you need to enter your Fraud Contract ID information. To get your Fraud Contract ID information, log in to Verifone Central, go to the Administration tab and click on Added value services > Fraud protect.
- Select a Transaction type:
- Pre-auth - Preauthorization acts as a reservation on your cardholder’s account. Once you are able to ship the products and decide to withdraw the amount, you can then capture the payment (either via your Verifone Central account or by using Shopify → Orders → Capture). Preauthorization allows you more time to capture the payment (it is usually 30 days, but this needs to be checked with acquirer, as it might vary depending on card schemes/ merchant category code). Also make sure Verifone supports this transaction type for the acquiring solution you are using.
- Auth - Authorization also acts as a reservation on your cardholder’s account – that you can capture later on, once you ship the products to your customers. The difference between authorization and preauthorization is that you only have up to 7 days allowed by the time you decide to capture the amount. Here as well, check that Verifone supports this transaction type for the acquiring solution you are using.
- Sale - The sale transaction implies authorization and capture are done in one single step.
- If you check the Enable ABS installments (Israel) box, make sure you are using Verifone as a gateway services provider in conjunction with an acquiring contract from ABS.
Alternative payment options
Based on your agreement with Verifone, there might be alternative payment methods that you would like to provide to your shoppers as options available on the payment page.
- Vipps/Mobile Pay
- SCA (Strong Customer Authentication): Given that wallet payment providers already have Delegated Authentication rights to perform Strong Customer Authentication, we recommend setting this to “wallet”.
- Vipps/MobilePay Payment Provider Contract ID: The ID can be found in Verifone Central, under Administration → Payment Provider Contracts, after selecting the contract available to process card payments through the desired wallet-type APM.
- no additional fields should be configured.
- no additional fields should be configured.
- GPP2 payment provider contract ID: The ID can be found in Verifone Central, under Administration → Payment Provider Contracts, after selecting the contract available for GPP2 as a service provider.
Once all needed options are selected, click on Update settings, and then select Back to Shopify.
Select the credit card brands allowed on your Verifone account and click the Activate Verifone Checkout button.Test mode box: If you have enabled test mode in the previous Verifone account settings step, make sure to also enable it on this page so that both your Verifone settings as well as Shopify Store are running in test mode.
Note: The selected card brands will be displayed to your customers as available in Verifone Checkout but selecting a specific card brand will not make that brand available in the checkout. The brand available in the checkout are the ones setup on your Payment provider contract (PPC).
The Verifone Checkout provider will be displayed in the Supported Payment Methods box.
In the Payments box, select Manage and then choose one of the following options:
- Automatically capture payment for orders – if the Sale transaction type was selected when setting up your payment method, at configuration.
- Manually capture payment for orders - if the Preauth / Auth transaction type was selected when setting up your payment method, at configuration.
Click on Checkout in the navigation menu and select Require first and last name for the Full name option. Click on Save to apply your options.