Manage payment gateways
This topic describes how to manage payment gateways that are connected to Rebilly. For information on how to add and set up a payment gateway, see Set up a payment gateway.
Enable or disable a gateway
Use this process to enable or disable a payment gateway that is connected to Rebilly.
-
In the left navigation bar, click
.
- In the Configuration section, click Gateway accounts .
- In the ID column, click a gateway account.
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Select from the following:
- To edit: click Edit gateway account .
- To enable or disable: click the Enable gateway account slider.
- To close: click close .
Schedule downtime
If one of your gateways has scheduled downtime or maintenance, use the schedule downtime feature to divert incoming transactions to another available gateway until the downtime expires. For more information, see Payment gateway routing.
- Log in or sign up to Rebilly .
- Select an environment: In the left navigation bar, in the bottom corner, click your initials, then select an environment.
-
In the left navigation bar, click
.
- In the Configuration section, click Gateway accounts .
- In the ID column, select the name of the gateway.
- Click Add new schedule .
- Add a downtime details, and click Save .
Set volume limits
Use volume limits to limit the amount of money, or number of transactions, that a gateway account can process daily or monthly.
When a volume limit is reached, the gateway account enters scheduled downtime until the frequency period expires.
If a new transaction is initiated during this period, and a weighted distribution rule is configured, the gateway with ongoing downtime is not considered. If no gateway account is available, the transaction is declined. For more information, see Payment gateway routing.
- Log in or sign up to Rebilly .
- Select an environment: In the left navigation bar, in the bottom corner, click your initials, then select an environment.
-
In the left navigation bar, click
.
- In the Configuration section, click Gateway accounts .
- In the ID column, select the name of the gateway.
- Click Set volume limits .
- Add a volume and click Save .
View gateway events
Use this process to view gateway account events and transactions, or added notes and attachments.
- Log in or sign up to Rebilly .
- Select an environment: In the left navigation bar, in the bottom corner, click your initials, then select an environment.
-
In the left navigation bar, click
.
- In the Configuration section, click Gateway accounts .
- In the ID column, select the name of the gateway.
- Scroll down to the Timeline section. Timeline is a listing of all events and transitions that have occurred on a particular gateway. To add a note, a tag, or an attachment, type in the text field beneath the Timeline label.
Configure financial settings
Use financial settings to configure balance transaction settlements and risk reserves. For more information, see Balance transactions.
- Log in or sign up to Rebilly .
- Select an environment: In the left navigation bar, in the bottom corner, click your initials, then select an environment.
-
In the left navigation bar, click
.
- In the Configuration section, click Gateway accounts .
- In the ID column, select the name of the gateway.
- In the Financial settings section, click Configure settings .
- In the Settlement currency dropdown, select a currency.
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In the
Settlement method
section, select from the following:
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Schedule when balance transactions are settled:
- Select the Date-interval method and specify the duration.
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Optionally, to more accurately schedule when settlements funds are settled, click
Set period anchor
and select one of the following:
- Day Of Month : Select day of the month and optional time.
- Day Of Week : Select week, day of the week, and optional time.
- Settle balance transactions immediately: Select the Immediately method.
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Schedule when balance transactions are settled:
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Optionally, to configure advanced settings, turn on the
Advanced settings
toggle and complete the following:
- Click Add filters and specify which transactions these settings apply to. These settings override the default fee settlement settings.
- In the Settlement settings dropdown, select a currency.
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In the
Settlement method
section, select from the following:
-
Schedule when balance transactions are settled:
- Select the Date-interval method and specify the duration.
-
Optionally, to more accurately schedule when settlements funds are settled, select
Set period anchor
and select one of the following:
- Day Of Month : Select day of the month and time.
- Day Of Week : Select week, day of the week, and time.
- Settle balance transactions immediately: Select the Immediately method.
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Schedule when balance transactions are settled:
- Optionally, to add one more advanced setting click Add advanced settlement setting .
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Optionally, to add risk reserve settings, turn on click the
Risk reserve settings
toggle and complete the following:
- Click Add filters and specify which transactions the risk reserve settings apply to.
- To reserve a basis point of settled funds for a period of time, in the Bips (Basis points) field, enter a value.
- Enter the duration and select a unit of time.
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Optionally, to more accurately schedule when the risk reserves are released, select
Set period anchor
and select one of the following:
- Day Of Month : Select day of the month and time.
- Day Of Week : Select week, day of the week, and time.
- Optionally, to add one more risk reserve setting, click Add risk reserve setting .
- Click Save settings .