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.

Activate or deactivate a gateway

Use this process to activate or deactivate a payment gateway that is connected to Rebilly.

1. In the left navigation bar, press Settings .
2. In the Configuration section, press Gateway accounts.
3. In the ID column, press a gateway account.
4. Select from the following:
   • Edit a gateway account: Press Edit gateway account.
   • Activate or deactivate a gateway account: Turn on or off the Activate gateway account toggle.
   • Close a gateway account: Press Close.

Create a downtime schedule

Use this process to schedule downtime or maintenance for a payment gateway. The downtime schedule feature diverts incoming transactions to another available gateway until the downtime expires. For more information, see Payment gateway routing.

1. Log in or sign up to Rebilly.
2. Select an environment: In the top right corner of the page, press your initials, then select an environment.
3. In the left navigation bar, press Settings .
4. In the Configuration section, press Gateway accounts.
5. In the ID column, select the name of the gateway.
6. Press Add downtime schedule.
7. Add a downtime details, and press Save.

View ongoing downtime

Use this process to view ongoing downtime for a payment gateway account.

If a gateway is down, transactions are automatically routed to another gateway if one is available. If no other gateway is available, the transaction is declined with the error message: "No gateway account available to process this transaction".

Ensure that at least one gateway account is active for this currency, website, and payment method.

1. Log in or sign up to Rebilly.
2. In the left navigation bar, press Settings .
3. In the Configuration section, press Gateway accounts.
4. In the list of gateways, the Ongoing downtime column indicates if a gateway is down. If the gateway is down, the column displays Yes. If the gateway is not down, the column displays No.

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.

1. Log in or sign up to Rebilly.
2. Select an environment: In the top right corner of the page, press your initials, then select an environment.
3. In the left navigation bar, press Settings .
4. In the Configuration section, press Gateway accounts.
5. In the ID column, select the name of the gateway.
6. Press Set volume limits.
7. Add a volume and press Save.

View gateway events

Use this process to view gateway account events and transactions, or added notes and attachments.

1. Log in or sign up to Rebilly.
2. Select an environment: In the top right corner of the page, press your initials, then select an environment.
3. In the left navigation bar, press Settings .
4. In the Configuration section, press Gateway accounts.
5. In the ID column, select the name of the gateway.
6. 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 this process to configure balance transaction settlements and risk reserves. For more information, see Balance transactions.

1. Log in or sign up to Rebilly.
2. Select an environment: In the top right corner of the page, press your initials, then select an environment.
3. In the left navigation bar, press Settings .
4. In the Configuration section, press Gateway accounts.
5. In the ID column, select a gateway account.
6. In the Financial settings section, press Configure settings.
7. In the Settlement currency dropdown, select a currency.
8. In the Settlement method section, select from the following:
   • Schedule when to settle balance transactions:
     1. Select the Date-interval method and specify the duration.
     2. Optionally, to more accurately schedule settlements, press Set period anchor and select one of the following:
        • Day of month: Select the day of the month and time.
        • Day of week: Select the week, day of the week, and time.
   • Settle balance transactions immediately: Select the Immediately method.
9. Optionally, to configure advanced settings, turn on the Advanced settings toggle and complete the following:
   1. Press Add filters and specify which transactions these settings apply to. These settings override the default fee settlement settings.
   2. In the Settlement currency dropdown, select a currency.
   3. In the Settlement method section, select from the following:
      • Schedule when to settle balance transactions:
        1. Select the Date-interval method and specify the duration.
        2. Optionally, to more accurately schedule when settlements funds are settled, select Set period anchor and select one of the following:
           • Day of month: Select the day of the month and time.
           • Day of week: Select the week, day of the week, and time.
      • Settle balance transactions immediately: Select the Immediately method.
   4. Optionally, to add additional advanced settings, press Add advanced settlement setting.
10. Optionally, to add risk reserve settings, turn on press the Risk reserve settings toggle and complete the following:
    1. Press Add filters and specify which transactions the risk reserve settings apply to.
    2. To reserve a basis point of settled funds for a period of time, in the Bips (Basis points) field, enter a value.
    3. Enter the duration and select a unit of time.
    4. 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 the day of the month and time.
       • Day Of Week: Select the week, day of the week, and time.
    5. Optionally, to add additional risk reserve setting, press Add risk reserve setting.
11. Press Save settings.