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Add a payment gateway
Solution No. 82

A payment gateway lets you enter your merchant account information, so that you can accept credit card payments from your customers via your portal quickly and efficiently! Method currently supports the following companies: 

  • PayPal Account
  • PayPal Credit Card
  • PSI Gateway

Here's how to set up your payment gateway! 

  1. In Method CRM, go to Customize > My Account.
  2. Click view / edit... beside Payment Gateways.
  3. Click Add New Payment Gateway... and choose your desired Credit Card Company.
    Each choice will bring up its own unique set of required fields, all of which need to be filled out in order for the payment gateway to function correctly. However, four fields are required for all types:
    • Default Payment Method
    • Default AR (Accounts Receivable) Account
    • Default Deposit To Account
    • Default Currency
  4. Enter the required information on the screen, then click Add.
    If you use Intuit Merchant Services, there are special instructions you can find here. Authorize.Net requires an API Login ID as well as a Transaction Key to be submitted with each transaction going through their gateway. These are required fields during the Payment Gateway setup process in Method. Read the Authorize.Net Access Settings article for instructions on how to obtain your API Login ID and Transaction Key.
  5. Test out your payment gateway by paying an invoice under Customers > Receive Payment.
    In order to ensure the payment gateway is active, the payment must be valid (which means it needs to be real money). We recommend you process a payment of $1 on your personal credit card, then reverse the payment once it has been accepted. You can do this within the payment gateway itself as long as you do so within 1 hour.