Rebilly supports card payments and other payment methods, such as ACH, PayPal, and even Bitcoin. The first step to accepting payments using Rebilly is to get a payment gateway and a merchant account ready.
What is a Merchant Account?
A merchant account is a type of bank account that allows businesses to accept payments in multiple ways, typically debit or credit cards. To get one, you'll need to apply with a merchant account provider. There are many providers -- the one that's best for you will depend on your business. We'd be happy to consult with you and recommend one if needed.
What is a Payment Gateway?
A payment gateway is a service that lets you accept payments made by your customers to your merchant account. It’s the online equivalent of a point-of-sale terminal which is present in a brick and mortar store. Rebilly is gateway-agnostic, meaning that we allow our clients to bring together whatever combination of merchant accounts and gateway accounts that makes the best business sense for them. To view a list of our integrated payment gateways, click here.
If you don’t see your choice of gateways on the list, we can likely complete a new integration in 1-3 weeks at no cost. If you don’t have a gateway account yet, we will be happy to help you choose. Simply email us at email@example.com or click the chat button to talk to our support team.
(TIP: You can set up multiple gateways if you have them. There's no limit!)
How to Add a Payment Gateway
When you have a payment gateway (and a merchant account, depending on which payment gateway you decide to use) in place, the next step would be configuring your payment gateway in Rebilly.
First, go to Settings > Gateway Accounts > Add Gateway Account
TIP: For the purpose of this tutorial, we’ll be using the Sandbox environment and the RebillyProcessor. To be able to accept live transactions, you’ll need to connect your gateway in the live environment. Learn more about our Sandbox and live environment here.
- In the left navigation, select Settings > Gateway Accounts: You can type to search your gateway account by name, or scroll through the logo’d buttons to find your gateway.
- Select your payment gateway: Some of the required fields will vary based off of the gateway you select.
- Enter a unique alphanumeric value for the Gateway Account ID: We recommend you use the MID or any identifier which you may be easily recognizable to you within reports. This value will be seen in other configuration screens, reports, and is also how this account is referenced within the API.
- Enter your gateway account credentials: This is different for each gateway account. RebillyProcessor doesn’t require credentials as it’s fictitious, but your real gateway account will. If you’re not sure what your credentials are, please contact your gateway account provider for help.
- Select the payment method: For example, if it's a payment card, you would select the card brands accepted, such as Visa, MasterCard, American Express, and Discover.
- Link your organization and website(s): If you have only one organization or website configured, they will be selected by default. If you are managing multiple organizations and websites, please select the organization associated with this gateway account. You can select multiple websites to associate with a single gateway account, but only one organization. You can edit your organization and your website information by selecting Settings>Organizations & Websites.
- Configure advanced settings for your gateway account: Rebilly offers some advanced functionality here, which we’ll cover that in a separate article.
- Click “Save Gateway Account” to complete the setup.
When you’ve finished connecting your organization and website(s), you’re finished with the basic connection of your gateway account.
Testing the Payment Flow
You should always test a gateway account when you create it. It's not uncommon to enter the wrong credentials, or for your gateway to need to enable your account. It's easy enough to test it using our "virtual terminal" with your own payment cards.