How do I create a Checkout payment method?

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
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🧭 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
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➕ 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
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💾 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
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✅ 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.

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