PSiGate

To set up your system to use the PSiGate plugin:

1. Navigate to your payment plugins page:
1. Click your white "Settings" link at the top right of your page.
2. Click your blue "Payment plugins" link located under the "Step 7" heading.
2. Enable the PSiGate plugin:
   
   1. Scroll down to the PSiGate logo.
   2. Enter your PSiGate StoreID and Passphrase (you get this from PSiGate).
   3. Check your checkbox labelled "Enabled".
   4. Select the credit cards that you will accept by checking the appropriate checkboxes at the bottom of your page.
      
   5. Click your Save button at the bottom of your page.
3. To ensure everything is setup correctly, complete a successful PSiGate credit card payment before you send any invoices to your clients:
   1. Create a client account that you can use for testing.
   2. Create an invoice with a small amount.
   3. Click your "Invoice" tab, select your test invoice from your list of invoices, then click your "PAY" link located above your list of invoices.
   4. Enter your name, address information, and credit card information.
   5. Click your Pay Now button and wait for a message regarding success or failure.
      
   6. Check your payment history area by clicking on your "Invoices" tab then clicking your white "Payment history" link located near the top of your page.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.