ERP Payment Gateway Extension helps you to complete payments of your Accounting module using PayPal and Stripe.
In this documentation we shall discuss-
At first, you have to download the extension from your ‘My Account‘ page.
Navigate to- WP Dashboard → Plugins → Add New → Upload Plugin.
Now, you have to install and activate it just like any other WordPress Plugin.
After the installation, navigate to –
WP Dashboard → ERP Settings → Settings.
You will find a new tab called ‘Payment’.
Now, click on the Payment tab and you will see the general settings of the payment gateway. You can choose the payment account you want to use for all your payments.
There are two options available for you to choose. You can choose either Petty Cash or Savings Account. After choosing your account click on the Save changes button.
You have to click on the PayPal tab to configure PayPal settings. You will find the following options –
After configuring the settings don’t forget to save changes.
At last, you will find the Stripe settings. From here, you will get similar options like PayPal, but instead of PayPal emil, you have to enter the following-
Using the accounting module, you can create invoices of your sales and select customers to complete the payments. Now, you can let the customers use PayPal or Stripe to complete their payments. To do so, first create an invoice.
Fill up the invoice details and submit for approval.
Now, return to the sales list and click on Approve button Under the date of your newly created invoice. You will be asked to confirm and click on the Yes button.
After approving the invoice, open the Invoice page. From there, click on the More Actions option and you will find the Get link button. Click on it to find the link to this invoice page.
Now, open the invoice link and you will find the frontend view of the invoice you have approved and created. At the top of the page, you will find a button titled Payment Options.
Now, click on the Payment Options button. You will find available payment methods – PayPal and Stripe.
If you choose PayPal and click Pay now, you will be redirected to the PayPal’s website. From there your order summary will be available and you can login to complete the payment.
If you choose Stripe payment, a from will appear. Here, you have to input your stripe email, card number, expiry date and CVC. Finally, click on the Pay button to complete the payment.
You can navigate to WP Dashboard → Accounting → Sales and check whether the invoice amount is paid or not.