PX Shopping Cart Plugin Magento · gateway. This plugin has been tested with both Community &...

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PX Shopping Cart Plugin Magento Version 1.3

Transcript of PX Shopping Cart Plugin Magento · gateway. This plugin has been tested with both Community &...

Page 1: PX Shopping Cart Plugin Magento · gateway. This plugin has been tested with both Community & Enterprise Editions. 1.2 Key Features Supported 1.3 PX Pay 2.0 vs PX Fusion The Magento

PX Shopping Cart Plugin

Magento

Version 1.3

Page 2: PX Shopping Cart Plugin Magento · gateway. This plugin has been tested with both Community & Enterprise Editions. 1.2 Key Features Supported 1.3 PX Pay 2.0 vs PX Fusion The Magento

Document Revision Information

Version Comments

0.1 Initial version.

0.2 Add user flow screenshots.

0.3 Document format update.

1.0 Release version.

1.1 Update to user flow screenshots.

1.2 Update to Refund description.

1.3 Complete (Capture) updated.

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Copyright

© Copyright 2017, Payment Express Limited 33 Wilkinson Road, Ellerslie PO Box 8400 Auckland, 1150 New Zealand www.paymentexpress.com

All rights are reserved. No part of this work may be reproduced or copied in any form or by any means, electronic or mechanical, including photocopying, without the express written permission of Payment Express Limited.

Proprietary Notice

The information described in this document is proprietary and confidential to Payment Express Limited. Any unauthorised use of this material is expressly prohibited except as authorised by Payment Express Limited in writing.

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Contents

1 Overview .............................................................................................................................................................. Page 1

1.1 Introduction ...................................................................................................................................................................... 1

1.2 Features Supported ........................................................................................................................................................ 1

1.3 PX Pay 2.0 vs PX Fusion ................................................................................................................................................ 1

2 Installation ........................................................................................................................................................... Page 2

2.1 Magento 1 Installation ................................................................................................................................................... 2

2.2 Magento 2 Installation ................................................................................................................................................... 3

3 Configuration ....................................................................................................................................................... Page 4

3.1 Magento 1 Configuration ............................................................................................................................................... 4

3.2 Magento 2 Configuration for PX Pay 2.0 .................................................................................................................... 5

3.3 Magento 2 Configuration for PX Fusion ..................................................................................................................... 6

4 User Experience ................................................................................................................................................... Page 7

5 Admin Functions ................................................................................................................................................. Page 8

5.1 Complete (Capture) Function ....................................................................................................................................... 8

5.1.1 Magento 1 Complete ............................................................................................................................................. 8

5.1.2 Magento 2 Complete ............................................................................................................................................. 9

5.2 Refund (Credit Memo) Function ................................................................................................................................ 10

5.2.1 Magento 1 Refund ............................................................................................................................................... 10

5.2.2 Magento 2 Refund ............................................................................................................................................... 11

6 Contact Us ......................................................................................................................................................... Page 12

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1 Overview

1.1 Introduction

The Payment Express Magento Shopping Cart Plugin supports both Magento versions 1 & 2. The plugin package is

designed to get your Magento website setup to accept online payments securely via the Payment Express payment

gateway. This plugin has been tested with both Community & Enterprise Editions.

1.2 Key Features Supported

1.3 PX Pay 2.0 vs PX Fusion

The Magento plugin supports both PX Pay 2.0 and PX Fusion APIs. Please note that PX Fusion is only available for

Magento 2. Below are some key points for selecting one API over the other.

Please note: PX Pay 2.0 is widely accepted and recommended by banks however if you wish to deploy PX Fusion then

please ensure you check with your acquiring bank before proceeding.

Important: Moving forward Magento 1 will receive maintenance support only. Any new features will be added to

Magento 2. We would recommend using Magento 2 for any new deployments.

PX Pay 2.0 Key Advantages

Secure Hosted Payments Page hosted at Payment

Express. Reduced PCI Scope for merchant.

Enable alternative Payment Methods (e.g. A2A,

China Union Pay Online Payment).

Standard PX Pay 2.0 features (3D Secure, CVC,

Google reCAPTCHA etc) are supported.

PX Fusion Key Advantages

There is no re-direction visible to the card holder.

Payment process appears more seamless with

merchant website.

Complete Transactions(known as Capture in

Magento)

Refund Transactions(known as Credit Memo,

Refund on Order Invoice in Magento)

RequiresPX Post

Requires PX Pay 2.0 or PX Fusion

Purchase Transactions

Auth Transactions

Account2Account (A2A)

Token Creation & Token Storage

Token Rebilling

Requires PX Pay 2.0

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2 Installation

2.1 Magento 1 Installation

If installing via Magento Marketplace, please follow standard Magento Marketplace plugin install procedure. The

following sections detail how to install manually via file provided by Payment Express.

1. Login to Magento Admin Panel.

2. Open Magento Connect Manager (System > Magento Connect > Magento Connect Manager).

3. Under Direct Package File Upload (Extension tab), select choose file.

4. Select the Payment Express Magento 1 tgz file from your computer.

5. Select Upload and then select Install.

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2.2 Magento 2 Installation If installing via Magento Marketplace, please follow standard Magento Marketplace plugin install procedure. The

following sections detail how to install manually via file provided by Payment Express.

1. Copy the Magento 2 plugin folder

“PaymentExpress” to %magento2%/app/code. The

folder structure is shown on the right.

2. Enable the Payment Express Magento 2 plugin by

adding “‘PaymentExpress_PxPay2' => 1“ to "%

magento2%\app\etc\config.php".

3. Run following commands via command prompt.

cd %magento2%

php bin/magento setup:upgrade

php bin/magento setup:static-content:deploy

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3 Configuration

3.1 Magento 1 Configuration

1. Navigate to the Magento 1 Payment Methods page (System > Configuration > Payment Methods).

2. Find Payment Express PxPay2 payment method.

3. Fill in and complete all fields.

Set Enabled to Yes to enable the plugin.

Set Payment Type to desired Payment Type (e.g. Purchase).

Set Account2Account Only. This should be set to Yes only if your Payment Express account is setup for

A2A only and no credit card.

Enter your PX Pay User ID provided by Payment Express into the PxPay UserId field.

Enter your PX Pay Key provided by Payment Express into the PxPay Key field.

Enter the PX Pay URL into the PxPay Url field.

https://sec.paymentexpress.com/pxaccess/pxpay.aspx

https://uat.paymentexpress.com/pxaccess/pxpay.aspx (only use this if your test account is setup on UAT host).

If Token Billing is required, set Enable Rebill to Yes or No.

If Complete (Capture) & Refund (Credit Memo) transactions are required, the PX Post details must be filled

in.

Enter your PX Post User ID provided by Payment Express into the PxPost UserId field.

Enter your PX Post Password provided by Payment Express into the PxPost Password field.

Enter the PX Post URL into the PxPost Url field.

https://sec.paymentexpress.com/pxpost.aspx

https://uat.paymentexpress.com/pxpost.aspx (only use this if your test account is setup on UAT host).

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3.2 Magento 2 Configuration for PX Pay 2.0

1. Navigate to the Magento 2 Payment Methods page (Stores > Configuration > Sales > Payment Methods).

2. Find Payment Express Checkout payment method.

3. Fill in and complete all fields.

Set Enabled to Yes to enable the plugin.

Set Payment Type to desired Payment Type (e.g. Purchase).

Set Account2Account Only. This should be set to Yes only if your Payment Express account is setup for

A2A only and no credit card.

Enter your PX Pay User ID provided by Payment Express into the PxPay UserId field.

Enter your PX Pay Key provided by Payment Express into the PxPay Key field.

Enter the PX Pay URL into the PxPay Url field.

https://sec.paymentexpress.com/pxaccess/pxpay.aspx

https://uat.paymentexpress.com/pxaccess/pxpay.aspx (only use this if your test account is setup on UAT host).

If Token Billing is required, set Enable Rebill to Yes or No.

If Complete (Capture) & Refund (Credit Memo) transactions are required, the PX Post details must be filled

in.

Enter your PX Post User ID provided by Payment Express into the PxPost UserId field.

Enter your PX Post Password provided by Payment Express into the PxPost Password field.

Enter the PX Post URL into the PxPost Url field.

https://sec.paymentexpress.com/pxpost.aspx

https://uat.paymentexpress.com/pxpost.aspx (only use this if your test account is setup on UAT host).

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3.3 Magento 2 Configuration for PX Fusion

1. Navigate to the Magento 2 Payment Methods page (Stores > Configuration > Sales > Payment Methods).

2. Find Payment Express PxFusion payment method.

3. Fill in and complete all fields.

Set Enabled to Yes to enable the plugin

Set Payment Type to desired value (e.g. Purchase)

Enter your PxFusion user name provided by Payment Express into Username field

Enter your PxFusion password provided by Payment Express into Password field

Enter the PxFusion Post Url.

https://sec.paymentexpress.com/pxmi3/pxfusionauth

https://uat.paymentexpress.com/pxmi3/pxfusionauth (only use this if your test account is setup on UAT host)

Enter the PxFusion WSDL.

https://sec.paymentexpress.com/pxf/pxf.svc?wsdl

https://uat.paymentexpress.com/pxf/pxf.svc?wsdl (only use this if your test account is setup on UAT host)

If Complete (Capture) & Refund (Credit Memo) transactions are required, the PxPost details must be filled

in.

Enter your PX Post User ID provided by Payment Express into the PxPost Username field.

Enter your PX Post Password provided by Payment Express into the PxPost Password field.

Enter the PX Post URL into the PxPost Url field.

https://sec.paymentexpress.com/pxpost.aspx

https://uat.paymentexpress.com/pxpost.aspx (only use this if your test account is setup on UAT host)

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4 User Experience

The diagram below shows the typical user experience when checking out as a Guest or Registered user. The key

difference is that a Registered User may already have shipping, billing and token data stored and just need to login to

access and select this information.

Sample from Merchant Website Confirmation Page:

Proceed to Checkout

Select Payment Method

(Payment Express Checkout)

Enter Shipping Info

Enter Billing Info

Review & Place Order

PX Pay 2.0 Hosted Payments Page

(Redirect)

User Login

Merchant Website Confirmation Page

Guest UserRegistered User

Select Billing Info

Select Shipping Info

Select Shipping Method

Checkout Method?

PX Fusion Payments Form(No Re-direct)

API?

Only CVC is required if

Token is used

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5 Admin Functions

5.1 Complete (Capture) Function 5.1.1 Magento 1 Complete

A Complete (Capture) Transaction can be done via the Magento admin menu. The Complete Transaction requires a PX

Post Account.

1. Navigate to the Magento 1 Orders page (Sales > Orders).

2. Select and open the Order you wish to complete.

3. Click the Invoice button on the top right to create a new invoice for the Order.

4. Click the Submit Invoice button at the bottom right within the Items to Invoice section. Ensure ‘Capture Online’ is

used.

5. A confirmation message will be displayed once the Refund (credit memo) has been processed successfully.

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5.1.2 Magento 2 Complete

A Complete (Capture) Transaction can be done via the Magento admin menu. The Complete Transaction requires a PX

Post Account.

1. Navigate to the Magento 2 Payment Orders page (Sales > Orders).

2. Select and open the Order you wish to complete.

3. Click the Invoice button on the top right to create a new invoice for the Order.

4. Click the Submit Invoice button at the bottom right within the Items to Invoice section.

5. A confirmation message will be displayed once the Refund (credit memo) has been processed successfully.

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5.2 Refund (Credit Memo) Function

5.2.1 Magento 1 Refund

A Refund (Credit Memo) Transaction can be done via the Magento Admin Panel menu. The Refund Transaction

requires a PX Post Account.

1. Navigate to the Magento 2 Payment Orders page (Sales > Orders).

2. Select the Order you wish to create a credit memo for.

3. Go to the Invoices menu and open the invoice.

4. Click the ‘Credit Memo’ button at the top right of the invoice.

5. Click the ‘Refund’ button at the bottom right within the Refund Totals section. You may adjust the refund amount

as necessary before submitting the Refund.

6. A confirmation message will be displayed once the Refund (credit memo) has been processed successfully.

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5.2.2 Magento 2 Refund

A Refund (Credit Memo) Transaction can be done via the Magento Admin Panel menu. The Refund Transaction

requires a PX Post Account.

1. Navigate to the Magento 2 Payment Orders page (Sales > Orders).

2. Select the Order you wish to create a credit memo for.

3. Go to the Invoices menu and open the invoice.

4. Click the ‘Credit Memo’ button at the top right of the invoice.

5. Click the ‘Refund’ button at the bottom right within the Refund Totals section. You may adjust the refund amount

as necessary before submitting the Refund.

6. A confirmation message will be displayed once the Refund (credit memo) has been processed successfully.

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General Support Queries - email [email protected]

Technical/Integration Queries - email [email protected]

Sales Queries - email [email protected]

6 Contact Us

New Zealand

Auckland

Phone (landline)

0800 PAYMENT (729 6368)

Phone (mobile)

+64 9 309 4693

Fax

+64 9 309 4694

Address

33 Wilkinson Road, Ellerslie

Auckland

New Zealand

Australia

Sydney

Phone

1 800 006 254 or

+61 2 8268 7700

Fax

1 800 469 709

Address

Level 3, 503-505 Kent Street

Sydney, NSW 2000

Australia

United Kingdom

London

Phone

0800 088 6040 or

+44 (0) 2 037 523 340

Fax

+ 44 (0) 808 280 2432

Address

164 - 180 Union Street

LI. 313

Southwark, London

SE1 0LH

USA

Los Angeles

Phone

1 877 434 0003 or

+1 213 378 1190 or

+1 310 670 7299

Fax

+1 310 670 7298

Address

8939 South Sepulveda

Boulevard,

Suite 520

Los Angeles, CA 90045

USA

Canada

Phone

+1 844 221 2700 or

+1 778 807 5107

Singapore

Phone

+65 315 81353

Hong Kong

Phone (landline)

+85 258 033032

Republic of Ireland

Phone

1800 930 220

International

Phone

+64 9 309 4693

Address

Payment Express

P O Box 8400

Auckland 1150

New Zealand

Rest of the World