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You need to link gotomaxx PDFMAILER to your XT:Payments account to use the PDF Payment integration by XT:Payments. Click the “PDF Payment” menu item in the PDFMAILER menu. A list with all supported payment providers will be displayed. Click “XT:Payments”.

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

Step 1 (XT:Payments account details)

In the first step of the wizard, you will be prompted for your email address. Please enter the email address in the field provided. You must also enter your XT:Payments seller ID, site ID and your retailer secret.

Step 2 (Name and purpose of payment)

In this step, you will be prompted to enter your name/company name. It will be displayed on your payment slip and in your customer’s XT:Payments 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.

Step 3 (Language and validity)

Activate the QR code function for paper vouchers as standard. Please read the QR codesection for more information. You can also select the default language of the payment slip. The payslip is currently only available in German. 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.

Step 4 (Billing)

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

 

Once you have connected PDFMAILER to your XT:Payments 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 XT:Payments 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.