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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to contact us via email or submit a support ticket on our support portal.

Updated: 11/12/2018 | By: Magenest | Email: support@magenest.com | Support Portalhttp://servicedesk.izysync.com/servicedesk/customer/portal/19

 


 

Introduction

Sage Pay Payments extension for Magento 2 is the most secured payment gateway in UK.

Extension's page: Sage Pay Payment

Highlight Features 

  • Allow admins to integrate their SagePay account to their magento stores.
  • Allow customers to checkout using credit card payment
  • Enable or disable the gateway.
  • Specify allowed credit card types and countries.
  • Specify minimum and maximum order amount.
  • Add a layer of security with 3D Secure Checkout.
  • Support multiple stores.
  • Integrate Save Card Function.
  • Customer can capture invoice up to quantity product that they desired.
  • Admins can easily check transaction history.
  • Admins can easily manage profiles in the backend.
  • Customers can also manage their profiles and cancel them if desired. 
  • Admin can create credit memo for refunding.
  • Easily perform Gift Aid enabled in Sage Pay

System Requirements

 Your store should be running on Magento 2 version 2.1.x.; 2.2.x, 2.3.x

Video Tutorial

 


Configuration

Firstly, you have to configure the SagePay Payment Extension at Magento back end by clicking on Stores > Configuration > Sales > Payment Methods > SagePay Payment Gateway.

 

(green star) In Sage Pay Global Config:

Fill in Vendor Name, Integration Key, Integration Password obtained from your SagePay credentials

In our example, we use account and API of SagePay to implement transaction in test mode. You can obtain this by going to https://test.sagepay.com/mysagepay/transactions.msp

(warning) Turn on Test Mode when you use test credentials. Choose the Live Mode when you go live.

You can also turn on Ignore address check to skip the address and postcode check in test mode.

(plus) Vendor Name, User and Password: The credentials you got from Sage Pay in the above step.

(plus) Server domain: Fill in your site domain

(plus) Form Encryption Password: Obtained from SagePay. Go to Settings > Administrators > Password Details



(plus) Apply 3D Secure with 4 options: Default, Force, Disable, Force & Ingore

  • Default: Use Default My SagePay Settings
  • Force: Apply authentication even if the 3D Secure is turned off
  • Disable: Disable authentication and rules
  • Force & Ignore: Apply authentication but ignore rules

(plus) Apply AVS, CVC Check with 4 options: Default; Force; Disable; Force & Ingore

  • Default: Use Default My SagePay Settings
  • Force: Apply authentication even if the AVS, CVC Check is turned off
  • Disable: Disable authentication and rules
  • Force & Ignore: Apply authentication but ignore rules

(plus) Allow Gift Aid: Allow customers to donate to charity. Note that this function only works if your Sage account is enabled for Gift Aid.

(plus) Collect Recipient Details: 

(plus) Send transaction email: There are 3 options

  • Do not send to neither customer or vendor email: Will not send Sage Pay transactions to customers or vendors via emails
  • Send customer and vendor transaction email: Will send Sage Pay transactions to both customers and vendors via emails
  • Send vendor email but not customer email: Will send Sage Pay transactions to vendor email.

(plus) Payment language: The language of the payment page (English, French, German, Spanish, Portuguese, Dutch).

(plus) Payment Surcharge Fee: You can add the extra fee for selected payment type (MasterCard, Visa Credit, Visa Debit, American Express, Diner's Club, Maestro, VISA Electron) . The fee could be defined as fixed price or percentage of the payment.

 

(green star) In Sage Pay PI Integration 

(plus) Enabled: Choose Yes to enable direct checkout for SagePay Payment

(plus) Title: The title of the payment method displayed on the checkout page.

(plus) PI Integration Key & PI Integration Password: Obtained from your Sage Pay account

Click on Check API button to check whether the API is working or not.

 

(plus) Enable MOTO: Allow you to make payments in admin panel for customers buying through email or telephone.

(plus) User drop-in interface: Turn this on to show Sage Pay with drop-in box.

(plus) Save Customer CreditCard Token: Allow customers to save credit card token for future purchase.

 
(plus) Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)
  • Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
  • Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.

(plus) New Order Status: Processing, Suspected Fraud

  • Processing: The payment is made successfully and an order invoice is issued.
  • Suspected Fraud: No invoice is issued. 

(plus) Credit Card Types: You can choose which credit card types you want by choosing one or more items.

(plus) Payment from Applicable Countries: 

  • All allowed countries:  Enable all allowed countries to make payment.
  • Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.

(plus) In addition, you can add/edit the Instructions to instruct customers how to do payment.

(plus) Sort Order: The order of the payment method that will be displayed on the checkout page.

(plus) Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.

(plus) Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.

 

Save Configuration.

 

(green star) Integrate with Paypal

To integrate SagePay Payment with your Paypal, please navigate to https://test.sagepay.com/mysagepay/transactions.msp

On the left menu column, choose Pay methods then add your Paypal account on the right in the Use Paypal Express Checkout with Sage Pay

Please read these documents from SagePay for more details: 

https://www.sagepay.co.uk/support/12/36/adding-paypal-to-your-test-account

https://www.sagepay.co.uk/support/12/36/enabling-sage-pay-on-your-paypal-test-account

https://www.sagepay.co.uk/support/16/36/linking-paypal-to-your-live-account


Create User in Sage Pay

In Sage Pay page, choose Users in the Settings, then create an user by clicking on the New user button. You will use this user account to link Paypal with your Sage Pay

(green star) In Sage Pay Form Integration/Paypal

(plus) Enabled: Enable Sage Pay Form with Paypal option

(plus)Title: The title of the payment method displayed on the checkout page

(plus)Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)

  • Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
  • Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.

 


(plus) New Order Status: Processing, Suspected Fraud

  • Processing: The payment is made successfully and an order invoice is issued.
  • Suspected Fraud: No invoice is issued. 

(plus)Payment from Applicable Countries: 

  • All allowed countries:  Enable all allowed countries to make payment.
  • Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.

(plus)Sort Order: The order of the payment method that will be displayed on the checkout page.

(plus)Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.

(plus)Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.

 

(green star) In Sage Pay Server Integration

(plus) Enabled: Enable Sage Pay Server

(plus) Title: The title of the payment method displayed on the checkout page

(plus) Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)

  • Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
  • Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.



(plus) New Order Status: Processing, Suspected Fraud

  • Processing: The payment is made successfully and an order invoice is issued.
  • Suspected Fraud: No invoice is issued. 

(plus)Payment from Applicable Countries: 

  • All allowed countries:  Enable all allowed countries to make payment.
  • Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.

(plus)Sort Order: The order of the payment method that will be displayed on the checkout page.

(plus)Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.

(plus)Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.

 

(green star) In Sage Pay Direct Integration

(plus) Enabled: Enable Sage Pay Direct Payment

(plus) Title: The title of the payment method displayed on the checkout page

(plus) Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)

  • Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
  • Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.




(plus) New Order Status: Processing, Suspected Fraud

  • Processing: The payment is made successfully and an order invoice is issued.
  • Suspected Fraud: No invoice is issued. 

(plus)Payment from Applicable Countries: 

  • All allowed countries:  Enable all allowed countries to make payment.
  • Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.

(plus)Sort Order: The order of the payment method that will be displayed on the checkout page.

(plus)Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.

(plus)Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.

 

(green star) In Sage Pay PayPal:

(plus) Enabled: Enable Sage Pay PayPal Payment

(plus) Title: The title of the payment method displayed on the checkout page

(plus) Payment Action: You can choose between Authorize Only (Deferred) and Authorize and Capture (Payment)

  • Authorize Only: check for the card for validity but not charge the account yet until the order is approved and invoiced.
  • Authorize and Capture (Payment): charge the debit/credit card at the time of the order is placed.


(plus) New Order Status: Processing, Suspected Fraud

  • Processing: The payment is made successfully and an order invoice is issued.
  • Suspected Fraud: No invoice is issued. 

(plus)Payment from Applicable Countries: 

  • All allowed countries:  Enable all allowed countries to make payment.
  • Specific Countries: Restrict some countries by unselecting them from the Payment from Specific Countries.

(plus)Sort Order: The order of the payment method that will be displayed on the checkout page.

(plus)Minimum Order in Total: If the order value is less than this figure, the payment method will not be displayed on the checkout page.

(plus)Maximum Order in Total: If the order value is bigger than this figure, the payment method will not be displayed on the checkout page.

 


 

Main Functions

  • Check out with SagePay in an easy way 

Customers can add their desired items to the shopping cart by clicking on Add to Cart button.

Then, the customer can go to the checkout page easily with the Checkout Button in the drop down of the shopping cart icon .

Next. customer fills in his/her shipping address and selects the payment method.

 

At the review and payments section,there are two SagePay payment methods: SagePay Credit Card drop in Payments and SagePay Direct Payment.

 

(plus) With SagePay Credit Card Payment:

  • Mark the checkbox "My billing and shipping addresses are the same" if the shipping address and the billing address are not different.
  • If they are different, fill in the billing address then click "Update".

 

Customer fill credit card information into the checkout form and click Place Order button. The system will process with Sage and return the result with customer's order number. 

 

(plus) With SagePay Drop In Payments:

  • Mark the checkbox "My billing and shipping addresses are the same" if the shipping address and the billing address are not different.
  • If they are different, fill in the billing address then click "Update".

In this section, customer will enter his/her credit card info into a drop-in that is more secured.


 

 

(plus) Support 3D Secure:

When customers use type of card provided with 3D secure mode. SagePay will turn on automatic mode to check. The operation will redirect to processing page:

 

 

Click Submit to finalize the payment.

 

(plus) Save card function: 

We design this function to help customers pay more conveniently. Customers could save time from typing a long range of numbers.

 

(plus) My Saved Card Indentifiers: 

Customers can see the cards that they used by clicking My Account-> My Saved Card Identifiers:

 

(plus) View Order:

 When the transaction is completed, merchants can review their orders by clicking Sales > Orders >View

 

 

(plus) Capture Invoice:

If you set the Payment Action as Authorize Only, invoice will not be created. You have to capture invoice in your request. However, the quantity of the products in the new invoice must be smaller than or equal to the pre-order.

(warning) This extension does not support multiple invoices.

 

(plus)  View Invoice: 

You can manage invoices by going to Sales > Invoices

Click on View button to see the details of invoice that you want.

 

You can change the column content by clicking on the Columns icon on the top right. Next to it is the Export icon that allows you to export the invoices list into CSV and XML files.

 

 

On the right side, there are three important buttons: Send email, Credit memo, and Print

  • Send email: Allow you to send the current invoice to customer
  • Credit memo: Allow you to make the refund
  • Print: Print out the current invoice

 

(plus) Partial or total refund:

Customer can refund partially or totally by clicking Credit Memo > Refund.

This plugin does not support multiple invoices.

 

(plus) Transaction:

To view transactions in SagePay, log in Magento backend and choose SagePay Payment Gateway > Transactions

 


Update

  • When a new update is available, we will provide you with a new package containing our updated extension.
  • In case you update your module, you will have to delete the old module directory and repeat the installing steps above.
  • Flush the config cache then your store and newly installed module should be working as expected.

 


Support

  • We will reply to support requests within 2 business days.
  • We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
  • Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

 


 

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest

  

 


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