2 min read • Updated 9 days ago
Payment Sets Overview
What payment sets do and how to manage them in the Foxy admin.
Overview
Foxy's payment set functionality introduces the ability for a single store to offer different groups of payment method configurations. This can be very useful for situations where you need to only offer a specific set of payment methods in different checkouts, whether based on the currency of the cart, or related to specific types of products. Payment sets are applied to a checkout session through the template set that it is assigned to.
As an example - let's take a store that offers the ability for customers to pay in both USD, CAD and Euro. Due to the requirements of their business they need to be able to settle the payments in each currency using a local merchant account to that region, use a different payment gateway for accepting cards in the EU, and only accept PayPal for USD based transactions.
With payment sets, along with our template set functionality, they can achieve this set up. They would create a template set and payment set for each different currency, assigning each payment set to it's respective template set. They can then select the necessary payment methods and enter the needed credentials for each individual payment set as required - for example only enabling PayPal on the USD payment set and selecting the alternate payment method needed for the EU.
Some common configuration options that payment sets allow for:
Offering unique sets of payment method configurations for accepting different currencies or specific products through the template sets
Setting a lower minFraud threshold and always requiring Google reCAPTCHA be completed for specific sets of products
Having a second payment set on test servers you can use for testing while customers utilise a live payment set.
Payment sets encapsulate all of the payment method options, can be individually set to test or live payment servers, as well as including the anti-fraud integrations for minFraud, Google reCAPTCHA, and the pre-payment webhook for custom validations.
Payment set configurations
Description
Any label that will help you identify the payment set (for internal use only).
Use live credentials
Determines if transactions are tests or live (customers charged). Leave this option off if you are still testing. Can only be turned on if you have a paid Foxy subscription.
Allow purchase orders
When this option is turned on, customers will see a purchase order payment option at checkout. Can only be turned on if you have a paid Foxy subscription.
Payment methods
Choose the payment method options you want customers to be able to choose from at checkout.
Fraud protections
Choose the fraud protection options you want enabled for your checkout.