Support online payments using Opayo

You will need to ensure that you have the following information set up with Opayo

1. You will need to ensure that you have both M (MOTO) and E (e-commerce) transaction types enabled on your Opayo account. This will allow you to take online bookings (e-commerce) and process bookings yourself without a 3D security stage (MOTO).

2. You will also need to provide the IP address of the system to Opayo so that payments are authorised, please contact the accessplanit Helpdesk Team to find out your IP Address.

Opayo has a test mode available.

If you are using Opayo within accessplanit’s Checkout Basket, please note that you need to have the Opayo Pi integration enabled, this can be enabled in addition to Opayo Direct.

Opayo Pi requires two additional pieces of information; these are

• Integration Key

• Integration Password

Once you have set your Opayo account up, and gathered up the data needed, you are ready to add these to your accessplanit platform

1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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2. Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoicing and Payment Method settings

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3. Scroll down to the ‘Payment Methods’ section, here you should see a list of available payment methods for your system including Invoice, Cash, BACS and Card

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4. You should additionally see ‘Opayo’ as an option, if Opayo is not listed here please contact the accessplanit support team and they will enable this for you

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5. Check to enable Opayo as an available payment method

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6. Once you have enabled Opayo, scroll down to the dedicated Opayo Details section of this page

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7. Enter your details
   
   

8. Please ensure that the MOTO and E-Commerce boxes contain M and E.
   Vendor Data (MOTO) = M
   Vendor Data (E-Commerce) = E
   
   

9. Click the ‘Update’ button at the bottom of the page to save your changes

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Yes, an Opayo account is required for this integration.
https://www.sagepay.co.uk/

Yes, any Opayo transactions in your accessplanit platform can be refunded, please see our dedicated guides:

• https://accessplanit.atlassian.net/wiki/spaces/HG/pages/2919237817

• https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3432841217

• https://accessplanit.atlassian.net/wiki/spaces/HG/pages/2919432751

Each Opayo payment (and refund) is recorded in your platform as a ‘Transaction’.

There are several ways that you can view Transactions on your platform:

• For each Invoice, you can open its ‘Transactions’ page to see all of the transactions made on this Invoice only

• You can view all Transactions in a certain date range by adding a DataGrid gadget to your Dashboard and using the ‘Transactions’ module

• You can build a report to show you a summary of Transaction data using the ‘Transactions’ module within the Report Engine

Yes! The Checkout integration uses Opayo Pi, while the Shopping Basket integration uses Opayo Direct. These are different integration methods, and each requires its own set of Opayo API credentials.

So when you switch to Checkout, you’ll need to generate and enter the new Opayo Pi credentials in your settings.

We recommend making this update outside of peak hours to avoid any disruption for your users.

Each field within Opayo has it’s own character limit. Please see the table below:

The Opayo error code 4020 "Information received from an Invalid IP Address" means that the IP address of the server making the transaction request is not registered as a "Valid IP" in your Opayo account.

Please reach out to our Support Team to obtain the correct IP address which you will then need to whitelist within Opayo.

For more information on IP addresses for Opayo, visit https://www.elavon.co.uk/resource-center/help-with-your-solutions/opayo/myopayo/settings.html and read through ‘Adding your IP address & entering the IP address’ sections