Overview

Using the Paysafe gateway, we can currently process donations from Visa, MasterCard, American Express or Discover credit cards.

In addition to supporting USD, CAD, EUR, GBP and AUD, Paysafe can support these currencies: https://developer.optimalpayments.com/en/documentation/card-payments-api/currency-codes/ subject to your arrangements with Paysafe.

We strongly recommend that you explicitly confirm the payment methods and currencies available to you with Paysafe.

The currency is selected when you set up the gateway with Paysafe – it is not necessary to include a currency form field in your default supporter record, or on your donation pages. It is possible to take single and recurring payments through the same page by including the 'Recurring payment' field as a dropdown, radio button, or check box.

Before setting up

Before creating donation pages using the Paysafe gateway you will need to have arranged your merchant account with Paysafe. You will also need to decide what base URL you would like to use for your donation pages, and ensure that a certificate exists for it on our load balancer.

We currently have a certificate set up for the ‘wildcard’ domain ‘*.netdonor.net’. This means that you can use any value you like for the first part of the base URL, as long as it is followed by ‘.netdonor.net’, with no further DNS changes required. For example, if your organization were called ‘UK Charity’, you could choose the base URL ‘ukcharity.netdonor.net’. Your donation pages would then have URLs beginning ‘https://ukcharity.netdonor.net/…’.

If you would prefer to use a different base URL, eg. ‘donate.ukcharity.org.uk’, a security certificate will need to be set up on our load balancer for the relevant domain. Please contact us if you would like to do this.

Setting up the gateway

It is recommended that you create and keep two separate gateway records in your account, one for testing and one linked to your live gateway. Donation pages should be linked to a test gateway initially, and then switched to a live gateway before launch. To create each one:

Go to Account Defaults > Manage Payment Gateways
Click ‘new payment gateway’ to create a new entry
The fields are set up as follows:

*Field*	*Description*
Reference name	A unique name for the gateway. It is a good idea for the name to include the type of gateway (eg. Optimal Payments Live), the currency, and whether it is a live or test gateway.
Select gateway	Select the Optimal Payments gateway
Username	Your Paysafe account user name.
API key	Paysafe will provide this, along with your Account ID.
Account ID	See above.
Currency	Select the appropriate currency for the gateway, subject to what you have agreed with Paysafe. Note that changing this field in Engaging Networks will only change how currency is reported in our platform. The actual currency of donations is determined by the currency of your Paysafe account.
Test mode	Should be checked for a test gateway, but must be unchecked for a gateway that will accept live donations.

Form Fields

The following fields should be set up in the default supporter record with the appropriate field ‘tag’ and added to your donation form.

Standard fields – required for every Paysafe donation page

*Form Field*	*Mandatory/optional*	*Value type*	*Comments*
Email Address	Mandatory	Alphanumeric	Supporter’s email address
First Name	Mandatory	Alpha	The cardholder’s first name.
Last Name	Mandatory	Alpha	The cardholder’s last name.
Address 1	Mandatory	Alphanumeric	The first address line of the cardholder
City	Mandatory	Alpha	The address city of the cardholder
Region	Mandatory	Alpha	The address region of the cardholder. For the US and Canada, this should be a 2 character code for the state/province. For other countries, it is a free text field.
ZIP/postal code/postcode	Mandatory	Alphanumeric	The post/postal/zip code of the cardholder
Country	Mandatory	Alpha	The country of the cardholder. This should be a 2 character code for the country.
Donation Amount	Mandatory	Numeric	May be entered as a whole number, or with two decimal places. Eg. Twelve dollars may be entered as ‘12’ or ’12.00’. You may want to consider using the ‘select with input’ or ‘radio with input’ field types – see below.

For credit card payments you will also need the following:

*Form Field*	*Mandatory/optional*	*Value type*	*Comments*
Credit Card Number	Mandatory	Integer	Credit card number w/o spaces
Credit Card Expiration	Mandatory	Date	Format must be MM/YYYY. It is strongly recommended that you use the ‘split select’ field type for this form field. See below for details.

For ACH/EFT payments you will also need the following:

Form Field	Mandatory/optional	Value type	Comments
Payment Type	Mandatory	Alpha	ACH
Bank Account Type	Mandatory	Alpha	Checking or Savings
Bank Account Number	Mandatory	Numeric	The account number for the payment.
Bank Routing Number	Mandatory	Numeric	The routing number for the payment. Must be 9-digits.

Additional Required Fields for Recurring Payments

If you want to accept recurring payments and have confirmed with Paysafe that you have this option enabled for your account, in addition to the credit card fields you will need to add the following:

Form Field	Value	Description
Recurring Payment	Alpha	Submitting ‘Y’ will flag the transaction as a recurring payment. Any other value will result in a single payment.
Recurring Frequency	Alpha	Permitted values are MONTHLY, QUARTERLY, SEMI_ANNUAL and ANNUAL. Please see the notes below on ‘select’ field types for details of ways of presenting these fields to supporters.
Recurring Day	Numeric	The day of the month on which the recurring payment should be taken, from 1-28.

Client Supportal

The Paysafe Gateway (formerly Optimal Payments)

Overview

Before setting up

Setting up the gateway

Form Fields

Standard fields – required for every Paysafe donation page

Client Supportal

The Paysafe Gateway (formerly Optimal Payments)

Overview

Before setting up

Setting up the gateway

Form Fields

Standard fields – required for every Paysafe donation page

Pages

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