Opayo (formally SagePay) Configuration

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

Both of these can be found via the link:

https://www.opayolabs.co.uk/apis/pi?content=pi-authentication-and-credentials

1. To add these details to your system, navigate to Administration > Account Finance Options.

2. Scroll down to the Payment Methods section, within here you should see a list of available payment methods for your system including Invoice, Cash, BACS and Card. You should additionally see Opayo Direct as an option. If you do not see Opayo listed here please contact the accessplanit helpdesk team and they will enable this for you.

3. Tick to enable Opayo .

4. Select which Card Types you support.

5. Tick to enable 3D Security if this is included in your Opayo account.

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

7. Tick to enable refunds if this is included in your Opayo account.

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

9. Enter your Vendor Name.

10. Tick to enable the test mode if have this currently enabled in your Opayo account.

11. Click Update to save your changes.

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:

• Refund a payment on an Invoice

• Refunding a single line item on an Invoice

• Cancel a Delegate

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