PayFast payment method for RISE CRM

Introduction to PayFast Payment Method in RISE CRM

RISE CRM is a powerful customer relationship management tool that helps businesses streamline their sales, marketing, and customer service processes. One of the essential features of RISE CRM is its ability to integrate with various payment gateways, allowing you to accept payments from customers seamlessly. In this tutorial, we will guide you through the process of setting up and using the PayFast payment method in RISE CRM.

PayFast is a popular payment gateway in South Africa that offers a secure and reliable way to process online payments. By integrating PayFast with RISE CRM, you can accept credit card payments, EFT payments, and other payment methods from your customers. In this tutorial, we will walk you through the step-by-step process of setting up PayFast in RISE CRM and using it to process payments.

Setting up PayFast in RISE CRM

To set up PayFast in RISE CRM, follow these steps:

1. Log in to your RISE CRM account and navigate to the "Settings" section.
2. Click on the "Payment Gateway" tab and select "PayFast" from the list of available payment gateways.
3. Click on the "Configure" button next to PayFast to start the setup process.
4. You will be redirected to the PayFast website, where you need to log in to your PayFast account.
5. Once logged in, you will be asked to agree to the PayFast terms and conditions.
6. After agreeing to the terms and conditions, you will be redirected back to RISE CRM, where you need to enter your PayFast API username and password.
7. Enter your PayFast API username and password in the respective fields and click "Save" to complete the setup process.

Configuring PayFast Settings in RISE CRM

After setting up PayFast in RISE CRM, you need to configure the PayFast settings to customize the payment process. To do this, follow these steps:

1. Navigate to the "Settings" section in RISE CRM and click on the "Payment Gateway" tab.
2. Select "PayFast" from the list of available payment gateways and click on the "Configure" button.
3. In the PayFast settings page, you can configure the following settings:
   • API username and password: Enter your PayFast API username and password.
   • API endpoint: Enter the PayFast API endpoint URL.
   • Payment description: Enter a brief description of the payment (e.g., "Invoice Payment").
   • Payment currency: Select the currency for the payment (e.g., ZAR).
   • Payment method: Select the payment method (e.g., Credit Card, EFT).
4. Click "Save" to save the PayFast settings.

Processing Payments with PayFast in RISE CRM

Once you have set up and configured PayFast in RISE CRM, you can start processing payments. To do this, follow these steps:

1. Navigate to the "Sales" section in RISE CRM and select the invoice or opportunity you want to process a payment for.
2. Click on the "Payment" button and select "PayFast" as the payment method.
3. Enter the payment amount and select the payment method (e.g., Credit Card, EFT).
4. Click "Pay" to initiate the payment process.
5. You will be redirected to the PayFast payment page, where you need to enter your payment details (e.g., credit card number, expiration date).
6. After entering your payment details, click "Pay" to complete the payment.
7. Once the payment is successful, you will be redirected back to RISE CRM, where you can view the payment status.

Troubleshooting Common Issues with PayFast in RISE CRM

While setting up and using PayFast in RISE CRM, you may encounter some common issues. Here are some troubleshooting tips to help you resolve these issues:

• API username and password issues: Make sure you have entered the correct API username and password in the PayFast settings page.
• Payment declined: Check the payment details and ensure that they are correct. Also, check the payment method and ensure that it is enabled.
• Payment failed: Check the payment status and ensure that it is not pending. If the payment is pending, wait for a few minutes and try again.

By following this tutorial, you should be able to set up and use the PayFast payment method in RISE CRM. If you encounter any issues or have any questions, feel free to contact our support team for assistance.