PDF Payment > Configuration

TYou need to link gotomaxx PDFMAILER to your Paydirekt account to use the PDF Payment integration by Paydirekt. Click the “PDF Payment” menu item in the PDFMAILER menu. A list with all supported payment providers will open. Click “Paydirekt”.

A payment function will now be integrated into the document if you have previously linked PDFMAILER to your Paydirekt online transfer account; otherwise, the set-up wizard will open. Follow the instructions in the set-up wizard.

Step 1 (Generate a new API key)

Log in to Paydirekt with your relevant Paydirekt retailer account (role: technician). Click “Create new API key” in the API management area on the right.

Step 2 (Enter API details in PDFMAILER)

Enter your email address and the API details generated in the first step (key and secret) in the set-up wizard.

Step 3 (Name and purpose of payment)

In this step, you will be prompted to enter your name/company name. It will be shown on your payment slip and in your customer’s Paydirekt shopping cart. You can also select a purpose of payment that will be determined automatically. This information will make it easier to attribute payments. You can define up to two payment purposes. We recommend entering at least the invoice number beause that is a Paydirekt requirement. The feedback URL specifies to where the customer will be redirected after successful payment (e.g. your website).

Step 4 (Validity and discount)

Activate the QR code function for paper vouchers as standard. Please read the QR codesection for more information. Specify the period of validity of the payment function within a document via “Valid until”. For example: you can set the period of validity in days (e.g. 30 days) if you wish to create a quote with an expiry date.

In the final stage, you can define various discount rules if you would like to offer your customers a discount (via “Add another discount rule”). The payment slip in the PDF only ever shows the total amount without discount. The discount is automatically applied to the total amount (depending on the time) when the customer clicks the payment button, ..

Step 5 (Billing)

In the final step, you can specify how gotomaxx PDF Payment should handle billing .

Once you have connected PDFMAILER to your Paydirekt account, you can insert your first payment slip as described here. You will furthermore automatically receive a security token from our system via email. You will need this token to set up PDFMAILER with Paydirekt again (or on another computer) with the same email address.

You can restart the wizard at any time via the PDFMAILER “Settings” menu item and select “PDF Payment” to change the configuration.