How to: Activate Alternative Payment Methods on PowerBoard
In this video, we will show you how to enable Alternative Payment Methods, also known as APMs, in the PowerBoard portal.
View Transcript
Welcome to the PowerBoard Dashboard tutorials. Today, we’ll show you how to enable the Alternative Payment Methods, also known as APMs, to the PowerBoard portal. This is required if your business offers Afterpay or PayPal as payment options on your eCommerce website through PowerBoard. It’s important to note that before activating an Alternative Payment Methods service on the PowerBoard portal, you’ll need your unique merchant credentials from the APM providers. For this example, we’ll assume you’ve successfully obtained your credentials from the APM service providers and updated your eCommerce platform. To activate the APM services, first access the portal. To access the PowerBoard portal, you’ll need to log in using your credentials. Click on the Services tab to open the Services window where you’ll see the connected services. Today we’ll add two APMs…Paypal and Afterpay.
To add PayPal, select Add New. A list of the APM services available will appear. Click on Activate in the Pay Pal service row. The services screen for PayPal will appear. In the Label field, type in the name you’d like the service to appear as. Let’s enter the label ‘PayPal’. Then in the Required Provider Fields enter the username and password in their respective fields. In the Additional Information field select the appropriate environment mode. The Sandbox option is for testing purposes only, while the Production option should be selected for processing live transactions. We’ll select the Production option. You can set the service as default by clicking on the Set as default option, however this option should be selected based on your unique business requirements. Complete the activation for PayPal by clicking Connect.
You’ll be taken back to the Connected Services screen. Under the Verification Status the PayPal APM is now marked as Completed, indicating it’s been added to the list of services. To add Afterpay to the connected services... select Add New. The same list of available APM services will appear. Click on Activate in the Afterpay row. The services screen for Afterpay will appear. In the Label field, type in the name you’d like the service to appear as. We recommend naming it after the specify APM service. In this example, we’ll label this service Afterpay. Enter the username and password in the Required Provider Fields from the credentials you’ve obtained from Afterpay.
Afterpay has an additional drop-down box called Afterpay Version settings. Version 1 allows you to select the default option for accepting Afterpay payments. Version 2 gives you the option to add a minimum amount and maximum amount for any Afterpay transactions. This Version allows your business to limit the minimum or maximum spend for any transactions made via Afterpay. If selecting Version 2, you’ll also need to enter your eCommerce platform’s URL in the Merchant URL field. For this example, we’ll select Version 1. In the Additional Information field, select the appropriate environment mode. We’ll select the Production option. You can set the service as default by checking the set as default option, however this option should be selected based on your unique business requirements. Once you’ve completed these fields, activate Afterpay by clicking on the yellow Connect button where you’ll be taken back to the connect services screen. The Verification Status will be marked as Completed indicating the Afterpay APM has now been added to the list of services. Discover more new features on the PowerBoard Developer Hub.