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The purpose of this walkthrough is to help you set up your payment gateway inside of the Webforce Thiio CRM.
Pre Requisites:
WF Thiio Account
Payment Gateway information (live keys, test key and other information gathered from the gateway website)
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Click on the blue plus sign or “add payment gateway”
Choose from the many options listed below and hit “configure”
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Add product gateway name
After you hit configure you will see this screen:
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To check a Test order just go to Orders and click the Funnel icon on the top right corner
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Once you have selected the Funnel icon the dropdown will appear, just select Test and Apply to view only the Test orders
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Checklist:
Access to WFThiio
Access to Gateway website