Your SlideShare is downloading. ×
0
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
How to set up an online payment form
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

How to set up an online payment form

738

Published on

This presentation from PaySimple discusses how to create an online payment form in-house versus using an outsourced solution, and speaks to the advantages of each method.

This presentation from PaySimple discusses how to create an online payment form in-house versus using an outsourced solution, and speaks to the advantages of each method.

Published in: Business, Economy & Finance
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
738
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. How to set up an online payment form<br />paysimple.com | follow @PaySimple | facebook.com/paysimple<br />
  • 2. Outsourced solution<br /> vs.<br />In-house solution<br />How to set up an online payment form<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 3. Outsourced Solution: Advantages<br />Simplicity<br />Security<br />Guidance<br />No website required<br />Low upfront costs<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 4. Outsourced Solution: How-To<br />Research your options<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 5. Research your options<br />Things to consider:<br />Setup fees<br />Funding practices<br />Direct to bank account?<br />Duration?<br />Monthly service fees<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 6. Outsourced Solution: How-To<br />Research your options<br />Set up your merchant account<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 7. Set up your merchant account<br />Dependent on which solution you choose – not all are merchant accounts are compatible with all solutions<br />Merchant accounts require underwriting<br />Your third party software provider can help to provide direction<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 8. Outsourced Solution: How-To<br />Research your options<br />Set up your merchant account<br />Build the payment form<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 9. Build the payment form<br />Enter product or service information<br />Define pricing<br />Determine payment types (based on your merchant account)<br />Include other information as applicable<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 10. Outsourced Solution: How-To<br />Research your options<br />Set up your merchant account<br />Build the payment form<br />Integrate into your day-to-day processes<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 11. Integrate into your practice<br />Notify your customers<br />Train yourself/employees<br />Link to your website or email?<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 12. In-house Solution: Advantages<br />Control<br />Feel<br />Flexibility<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 13. In-house solution: How-To<br />If you’re not an expert, get one<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 14. Use an expert<br />It’s helpful if your expert is in-house and knows the ins and outs of your business<br />Otherwise, find someone well-versed in the following:<br />Data security<br />Hosting platforms<br />API code<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 15. In-house solution: How-To<br />If you’re not an expert, get one<br />Set up a secure hosting platformAND<br />Register your site<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 16. Secure hosting and site registration<br />Secure hosting protects important financial data associated with online payments<br />Apply for an Secure Socket Layer (SSL) certificate<br />Register your site with a Digital Authentication Service<br />Ensures secure transactions between servers<br />Contains information about your business to confirm identification<br />Ensures that all sensitive information is encrypted<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 17. In-house solution: How-To<br />If you’re not an expert, get one<br />Set up a secure hosting platform<br />Register your site<br />Build the payment form<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 18. Build the payment form<br />Use software or write code to integrate shopping functionality on your website<br />“Click to buy” functionality<br />Form includes:<br />Product information<br />Pricing<br />Payment options<br />
  • 19. In-house solution: How-To<br />If you’re not an expert, get one<br />Set up a secure hosting platform<br />Register your site<br />Build the payment form<br />Find a processing solution with an applicable API<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 20. Credit Card<br />ACH / eCheck<br />Look at processing fees when choosing a solution<br />Make sure format is compatible with your API<br />Find processing solution<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 21. In-house solution: How-To<br />If you’re not an expert, get one<br />Set up a secure hosting platform<br />Register your site<br />Build the payment form<br />Find a processing solution with an applicable API<br />Integrate the processing platform with your payment form<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 22. Integrate the processing platform<br />With your merchant account set up, you can now enter the information into your online payment solution<br />Important information:<br />MID (Merchant Identification)<br />Terminal ID<br />Merchant Name, Address, etc.<br />Bank BIN<br />MCC (Merchant Category Code)<br />Extremely critical that the information and API keys are entered correctly into your processors back-end processing solution<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 23. In-house solution: How-To<br />If you’re not an expert, get one<br />Set up a secure hosting platform<br />Register your site<br />Build the payment form<br />Find a processing solution with an applicable API<br />Integrate the processing platform with your payment form<br />Test and launch<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 24. Test and launch<br />Check that transactions are running correctly and funding to your account<br />Test all forms of payment and various amounts<br />After everything is proven to work, you can launch your online payment form to your customers!<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 25. Things to consider<br />Resources<br />Cost vs. Budget<br />Timeframe<br />Requirements<br />www.paysimple.com | follow @PaySimple| facebook.com/paysimple<br />
  • 26. Thank you!<br />www.paysimple.com | follow @PaySimple | facebook.com/paysimple<br />

×