How do I create a Checkout payment method?

🛒 How to Create a Checkout Payment Method in Paytia

If you're an administrator and wish to enable specific payment method options for your customers during checkout, follow the steps below to set up a checkout payment method in your Paytia dashboard.

✅ Prerequisites

• Ensure your Paytia admin account has the Checkout feature enabled.

• Confirm that at least one payment gateway account (e.g., Lloyds, Fena) capable of handling checkout payments is configured under your merchant account.

🔐 Step 1: Log In as Administrator

1. Go to the Paytia portal.

2. Log in using your administrator credentials.

   • Use the email address registered with Paytia.

   • Select Administrator from the “Login as” dropdown.

   • Enter your password and click Login.

📷 Example: Login screen

🧭 Step 2: Navigate to Checkout Management

1. In the left-hand sidebar menu, expand the Checkout management section.

2. Click on Checkout payment method.

📷 Example: Checkout configuration menu

➕ Step 3: Add a New Configuration

1. Click the “Add configuration” button in the top-right corner.

2. Fill in the following fields:

   • Configuration Name: A descriptive label (e.g., “Pay by Card”).

   • Gateway Name: Choose the gateway (e.g., Lloyds Connected, Fena payment gateway).

   • Gateway Account: Select the specific account linked to your merchant.

   • Type: Choose either Card or Banking depending on your service.

3. Use the Status toggle on the right-hand side to activate or deactivate the payment method.

📷 Example: Adding configuration screen

💾 Step 4: Save the Payment Method

Once you've entered all necessary details, click “Save Configuration” in the bottom right corner.

📷 Example: Saved payment methods list

✅ Final Notes

• You can add multiple configurations to support different combinations of gateways and payment types.

• Use the edit (✏️) and delete (🗑️) icons to manage existing configurations.

• Ensure your checkout configurations are kept up to date with your active gateways and merchant services.

🆘 Need more help?
If you have issues configuring checkout payment methods, contact Paytia Support for further assistance.