Configuration
This guide will show you how to configure the PowerBoard WooCommerce plugin.
Configuring the plugin
- Open the payment methods page
- Navigate to the left sidebar and click "WooCommerce" → "Settings" → at the top of the page.
- The new Payment method "PowerBoard" is on the list. Ensure it is enabled. Press “Manage” to access the configuration page.
- Open plugin configuration
- Clicking “Manage” on the previous step takes you to the plugin configuration section.
Understand the config tabs
| Tab | Purpose |
|---|---|
| Live Connection | Configure the plugin for transactions in a real store environment using your live PowerBoard keys and payment gateway settings. |
| Sandbox Connection | Set up a test environment with the test keys for safely testing plugin features without real transactions. Note: PowerBoard plugin the test is performed on the Pre-Prod environment |
| Widget Configuration | Customize the appearance of the payment widget. |
| Logs | Manage and view logs of interactions between the plugin and the PowerBoard API for monitoring and troubleshooting. |
“Live Connection” and “Sandbox Connection” tabs have the same structure.
To configure the plugin for test transactions, select the Sandbox checkbox on top of the “Sandbox Connection” tab. This ensures that all transactions are processed in a sandbox environment, allowing for safe testing without affecting your live operations.
API Credentials
| Setting Name | Data | Purpose |
|---|---|---|
| Connection to PowerBoard | Selection out of: - Public & Secret Keys - Access Token | Method of connecting to PowerBoard API. |
| Public Key | Public key | This key is used for authentication to ensure secure communication with the Payment Gateway. You must obtain this key from your merchant portal populate this field. |
| Secret Key | Secret key. (Required) | This key is used for authentication to ensure secure communication with the Payment Gateway. You must obtain this key from your merchant portal populate this field. |
| API Access Token | Access token | This token authorizes API transactions. Only populate this field if the API Public Key and API Category Field Data Purpose Secret Key are not entered. |
| Widget Access Token | Widget access token | This token authorizes Widget transactions. Only populate this field if the API Public Key and API Secret Key are not entered. |
Configuring Card payments
| Setting Name | Data | Purpose |
|---|---|---|
| Enable | checkbox | Tick the checkbox to enable “Cards” as a payment option in the checkout. |
| Supported card schemes | selection out of available card schemes | Select which Card type scheme logo to display during checkout. |
| Gateway ID | id | Provide the Gateway ID for the respective payment gateway configured from PowerBoard and obtained obtained from PowerBoard Merchant Portal > Services.. |
| 3DS | Selection out of possible options: - disable - standalone 3DS - in-built 3DS | Enable or disable 3DS. To enable, select in-built 3DS. |
| 3DS service ID | gateway id | Provide the 3DS service ID to be used for 3DS checks when enabled. Note: This field is only required when standalone 3DS is enabled |
| 3DS flow | Selection out of possible options: - with vault - with OTT | When 3DS is enabled, select which 3DS flow to be supported. - For Standalone 3DS, charge creation is supported: - with vault - For In-built 3DS, charge creation is supported: - with vault - with OTT |
| Fraud | Selection out of possible options: - disable - standalone - Fraud - in-built Fraud | Enable or disable Fraud. To enable, select either standalone Fraud or in-built Fraud. Note: - “In-built Fraud” is not available when “standalone 3DS” is selected - “Standalone Fraud” is not available when “Inbuilt 3DS with OTT” is enabled |
| Fraud service ID | id | Provide the Fraud service ID to be used for Fraud checks when enabled. Note: Required for “Standalone Fraud” and “In-build Fraud” |
| Direct Charge | checkbox | Tick the checkbox if you want the payment captured as soon as the order is placed. |
| Save card | checkbox | Tick the checkbox to allow your logged-in customer to save their cards during checkout. Note: Inbuilt 3DS flow with OTT. Saved card option is not supported. |
| Save card option | Selection out of possible options: - with vault - customer w/ Gateway ID - customer w/o Gateway ID | Provide how you prefer the payment source information to be saved. Note: This field is only available when the “Save card” checkbox is ticked. |
Configuring Digital Wallet Payments
- Apple Pay
- Google Pay
- PayPal Smart Button
Note: Afterpay v2 is currently not supported however merchants can enable Afterpay v1 in their checkout.
Important
You must setup these services in PowerBoard before enabling them in your WooCommerce plugin. Instructions are available:
| Setting Name | Data | Purpose |
|---|---|---|
| Enable | checkbox | Tick the checkbox to enable the required “Wallet” payment methods as a payment option during checkout. |
| Gateway ID | id | Provide the Gateway ID for the respective payment gateway configured from PowerBoard. |
| Fraud | checkbox | Tick the checkbox to enable Fraud. |
| Fraud service ID | id | Provide the Fraud service ID to be used for Fraud checks when enabled. |
| Direct charge | checkbox | Tick the checkbox if you want the payment captured as soon as the order is placed and successful. |
| Pay later | checkbox | Tick the checkbox to enable the Pay later option during checkout. Note: Available only for PayPal Smart Button. |
Configuring Alternative Payment Methods
Configure Zip and Afterpay within the PowerBoard WooCommerce Plugin
Important
You must setup these services in PowerBoard before enabling them in your WooCommerce plugin. Instructions are available here.
| Setting Name | Data | Purpose |
|---|---|---|
| Enable | checkbox | Tick the checkbox to enable the required “Alternative Payment Method” as a payment option during checkout. |
| Gateway ID | id | Provide the Gateway ID for the respective payment gateway configured from PowerBoard. |
| Fraud | checkbox | Tick the checkbox to enable Fraud. |
| Fraud service ID | id | Provide the Fraud service ID to be used for Fraud checks when enabled. |
| Direct charge | checkbox | Tick the checkbox if you want the payment captured as soon as the order is placed and successful. |
Configuring and styling the payment widget
- Select version
PowerBoard recommends using the latest version of the PowerBoard widget by default. - Personalize payment method titles and descriptions
Change the title and/or description based on what you want your customers to see at checkout. - Stylize widget
Change the colour of borders, texts, and more.
Updated 2 months ago