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Configure Customer Payment Gateways

Applies to: Administrators, Technical Staff

Payment Gateways are integrations with third-party processors that allow for automated deposit handling.

View Available Gateways​

  1. Navigate to TR Settings > Customer Payment Gateways.
  2. You will see a list of available gateway integrations, both connected and available to connect.

Custom payment gateway

Edit Customer Payment Gateways​

  1. Navigate to TR Settings > Customer Payment Gateways.

  2. Locate the gateway you want to modify from the list of connected gateways.

  3. Click Edit or Configure next to the gateway name.

  4. Update the following fields as needed:

    • Gateway Name: Modify the display name for the payment gateway
    • Logo URL: Update the gateway's logo image URL for customer-facing displays
    • Link: Change the gateway's website or documentation link
    • Type: Select the appropriate gateway type from the dropdown menu
    • Status: Toggle between Enabled and Disabled using the "Is Enabled" dropdown

  5. If updating sensitive credentials, you may need to enter your passcode for security verification.

  6. Click Submit to save your changes or Cancel to discard them.

Setting Up a Gateway​

  1. Navigate to TR Settings > Customer Payment Gateways.
  2. Click Create Custom Payment Gateway to open the gateway creation form.
  3. Fill in the required gateway information:
Basic Information:​
  • Custom Payment Gateway: Enter a unique name/identifier for your custom gateway
  • Logo URL: Provide a direct URL to your gateway's logo image (this will be displayed to customers)

Link: Add your gateway's website URL or documentation link for reference

Gateway Configuration:​
  • Type: Select the appropriate gateway type from the dropdown menu
  • Deposit Method: Choose the specific deposit method from the available options in the dropdown
Security Settings:​
  • Passcode: Enter a secure passcode for gateway authentication and critical operations Use Remove Passcode Configuration button if you need to clear the current passcode setup
Activation:​
  • Is Enabled: Keep set to Disable during setup and testing, change to Enable when ready to go live

Review Configuration: Verify all entered information is correct before proceeding. Submit Gateway: Click Submit to create the custom payment gateway, or Cancel to discard changes.

Create custom payment gateway

Testing​

Always test the gateway in a sandbox/staging environment first by making a small deposit to ensure notifications and balance updates work correctly.