Hosted payment forms

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This topic describes how to create and manage Rebilly hosted payment forms. Use hosted payment forms to simplify the process of accepting payments. Rebilly hosts your payment form and ensures that your payments process is secure and PCI compliant.

Each hosted payment form is associated with one website. You cannot create a hosted payment form without a website. For more information, see Add a website.

Configure a gateway & add payment methods

To process payments using a hosted payment form, you must configure a gateway for payments. In the sandbox environment, a test payment gateway called TestProcessor is already configured. To configure a gateway and to add payment methods, see Set up a gateway.

Configure displayed payment methods

To configure which payment methods are displayed in hosted payment forms based on criteria such as the customer’s country, and the order in which they are displayed, see Payment method configuration.

Create a hosted payment form

1. If you have not already done so, add a website in Rebilly. This is required to create a hosted payment form. For more information, see Add a website.

2. Select from the following:

   • Use the Rebilly UI to create a hosted payment form link, and share it with a customer.
   • Integrate a hosted payment form using the Rebilly Instruments JavaScript library.
   • Use the Rebilly API to create a payment form.

Edit a hosted payment form

Use this process to change the settings of a Rebilly hosted payment form, such as: display options, where to display coupons, how to manage approval URL redirects, and whether to hide zero amount summary items on invoices.

1. In the left navigation bar, press Settings .
2. In the Payment forms section, press Hosted payment forms.
3. In the Website dropdown, select the website where the hosted payment form is used.
4. Select from the following:
   • To edit hosted payment form styling: In the Style section, use the Theme and CSS settings.
   • To add coupons: Turn on the Display coupons toggle, and select where to display coupons. For more information, see Coupons.
   • To hide zero amount summary items on invoices: Select the Hide zero amount summary items checkbox.
   • To specify how approval URL redirects are managed, select from the following:
     • Full page redirect for approval URLs: Redirect to the website URL instead of an iframe to display approval URL content.
     • Skip redirect: Don't redirect to the website URL when a payment is complete.
   • To edit the hosted payment form settings, press Edit hosted payment form.
5. Press Save hosted payment form.

Style a hosted payment form

Use this process to apply styles to a hosted payment form and then visit the form to see what the styles look like.

1. Style a hosted payment form

   1. In the left navigation bar, press Settings .
   2. In the Payment forms section, press Hosted payment forms.
   3. In the Website dropdown, select the website where the hosted payment form is used.
   4. In the Style section, edit how the hosted payment form is styled, using the Theme and CSS settings.
      Adjust the theme properties or provide custom CSS.
   5. Press Save hosted payment form.
2. Optionally, add a customer

   This step adds a customer to the website so that you can create a hosted payment form link. If you already have a test customer, you can skip this step.

   1. In the left navigation bar, press Data tables, then press Customers.
   2. In the right of the screen, press Add customer.
   3. Enter the customer's details.
   4. In the Default payment instrument section, select a payment method and enter details.
      If you are testing this product or want to use payment options based on your active gateway accounts, select None.
   5. Press Save customer.
3. Create a hosted payment form link

   This step creates a hosted payment form link where you can view the custom styles that are applied to the payment form.

   1. In the left navigation bar, press Data tables.
   2. Press Leads or Customers, then select a customer.
   3. In the right of the screen, press , then press Collect payment.
   4. Enter the amount and add a description for the payment.
   5. Select the Pay with Rebilly hosted payment form option, and press Submit.
   6. To open the payment form in your web browser, click , or copy the URL and open it in your browser.
   7. View the custom styles that are applied to the payment form.