Checklist for Setting Up Payment Gateways in Directify

Want to start accepting payments on your Directify directory? Here's a quick guide to setting up payment gateways like Stripe or Lemon Squeezy. Follow these steps to ensure smooth, secure transactions:

1. Choose Your Gateway: Pick between Stripe or Lemon Squeezy based on transaction volume, customer support, and ease of integration.
2. Set Up the Gateway: Input required details (e.g., API keys, webhook URLs) in Directify's payment settings.
3. Test Transactions: Use test mode to simulate payments and fix any errors.
4. Secure Payments: Enable SSL encryption and fraud protection tools.
5. Monitor Performance: Regularly review payment logs and update settings as needed.

Why this matters: A properly configured payment system ensures seamless payments, protects user data, and helps you track performance for better results.

Ready to dive in? Let’s set up your payment gateway step-by-step.

Stripe (The EASY way to setup payments)

Before You Start: Payment Gateway Basics

Get your payment gateway ready for Directify by focusing on key areas like payment methods, regional compatibility, and legal compliance.

Select Payment Methods

Link your Stripe or Lemon Squeezy account to handle transactions securely. These platforms offer support for popular payment options:

Confirm Regional Compatibility

Make sure your payment gateway:

• Supports transactions in U.S. dollars (USD)
• Works in your target regions
• Offers transaction fees that align with U.S. payment standards
• Clearly states when funds will be available for withdrawal

Address Legal Obligations

Ensure you comply with U.S. legal and tax requirements. Check that your payment platform adheres to regulations for processing payments, collecting taxes, and reporting. These steps are crucial for setting up your gateway properly in the next phase.

Pick Your Payment Gateway

Selecting the right payment gateway for your Directify directory is essential for smooth transactions and a hassle-free user experience. You can connect your Stripe or Lemon Squeezy account for easy payments. When deciding which gateway to use, consider these factors:

• Transaction Volume: Estimate your monthly transactions to find the most cost-effective option.
• Customer Support: Ensure the gateway provides dependable support during your business hours.
• Ease of Integration: Both Stripe and Lemon Squeezy offer simple setup processes.

Run Test Transactions

After choosing your gateway, make sure everything works as intended. Testing your setup before going live is a must. Use the 7-day free trial period to test payment features without any risk. Here's how to do it:

1. Set Up a Test Environment
   Create a sandbox account with your chosen payment gateway to simulate transactions without processing real payments.

2. Perform Test Scenarios
   Test different situations, like processing single payments, using multiple payment methods, handling failed transactions, and issuing refunds.

3. Verify Integration

   • Check that pricing displays correctly in USD.
   • Confirm transactions are processed without issues.
   • Make sure transaction records are generated properly.
   • Verify that confirmation emails are sent successfully.

Set Up Payments in Directify

Get your payment gateway up and running in the Directify dashboard to ensure smooth and secure transactions. Here's how to connect your gateway to Directify.

Open Payment Settings

Log in to your Directify account, head to Settings > Payment, and click Configure Payment Gateway.

Enter Gateway Details

Provide the required details for your chosen gateway:

For Stripe, you'll need to input:

• Live Secret Key
• Live Publishable Key
• Webhook Secret

For Lemon Squeezy, you'll need:

• API Key
• Store ID
• Webhook URL

Once you've entered the credentials, click Test Connection. Directify will automatically verify your settings.

Configure Pricing Settings

• Base Configuration

  • Set your listing price.
  • Add recurring payment options.
  • Configure trial periods if needed.

• Notifications and Transactions

  • Customize templates for payment confirmations, failed-payment alerts, and receipts.
  • Define transaction settings, such as limits and renewal terms.

Start with a straightforward pricing structure, and adjust or expand as your needs evolve. Finally, test your payment setup to ensure everything works as expected.

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Test Your Payment Setup

Once your gateway is configured, it's time to ensure everything works smoothly by running these tests.

Complete Test Payments

• Enable Test Mode: Go to Directify's payment settings and activate test mode.
• Run Test Transactions: Simulate payments for standard listings, recurring subscriptions, trial activations, and different pricing levels.
• Verify Transaction Flow:
  • Make sure the payment form loads without errors.
  • Check that confirmation emails are sent.
  • Confirm automatic access to listings after payment.
  • Ensure transactions appear in your dashboard.

Check Price Display

Double-check that pricing is displayed correctly throughout your directory:

• Currency Format: Ensure dollar amounts (e.g., $19.99) are displayed properly.
• Decimal Places: Verify prices include the correct cents formatting.
• Tax Calculations: Make sure taxes are calculated and displayed accurately.
• Subscription Terms: Confirm recurring payment terms are clear.
• Total Amount: Ensure the final checkout amount matches your pricing setup.

Fix Common Problems

Gateway Connection Issues

• Double-check that API keys are entered correctly.
• Verify webhook URLs are set up properly.

Transaction Failures

• Use valid test card numbers provided by your gateway.
• Review error messages in your payment logs.
• Test various payment scenarios to pinpoint issues.

Display Problems

• Clear your browser cache to ensure updated pricing loads.
• Test the checkout process on multiple devices and browsers.
• Verify that currency symbols and decimal formatting appear as expected.

Once you’ve addressed these issues, you can confidently monitor your payment system's performance.

Monitor Payment Performance

Keeping an eye on your payment system ensures transactions run smoothly and helps catch any issues within Directify. Regularly checking transaction logs can confirm that payments are being processed correctly.

Check Payment Records

Log into your Stripe or Lemon Squeezy dashboard to review payment records. Look over recent transactions, including amounts, currencies, and timestamps, to verify everything matches up accurately.

Measure Payment Success

Analyze your payment completion rate to identify any weak points that may need adjustments.

Update Payment Options

Make it a habit to update your payment settings. Modify payment methods or pricing structures as needed to resolve recurring issues or align with changes in your business model. Up next, learn how to secure your transactions effectively.

Keep Payments Secure

Once your payment setup is complete and running smoothly, it's time to focus on securing your transactions. Protecting your business and customer data is crucial for maintaining trust and avoiding potential risks.

Set Up SSL Security

Every Directify plan includes a free SSL certificate. Here's how to enable SSL protection:

• Go to your Directify dashboard settings.
• Find the SSL configuration section.
• Activate SSL and confirm the padlock icon appears in your browser.

This ensures your website is encrypted, safeguarding sensitive information.

Add Fraud Protection

Boost your payment security by leveraging the fraud protection tools built into your payment gateway. If you're using Stripe or Lemon Squeezy, their systems are designed to detect and prevent suspicious activity. These features help monitor transactions and reduce the risk of unauthorized actions.

Meet PCI Standards

By connecting your Stripe or Lemon Squeezy account through Directify, you align with PCI DSS requirements. These payment processors handle much of the compliance work, making it easier for you to stay on track. Regularly check your payment settings and follow recommended practices to maintain compliance.

Summary

Setting up payment gateways in Directify requires attention to detail. This platform enables you to start accepting secure payments right away.

Here are the key steps to get started:

1. Choose a Payment Gateway: Select and configure the gateway to begin processing payments.
2. Set Up Security: Put necessary measures in place to safeguard transactions.
3. Test Payments: Conduct thorough testing to ensure everything works before going live.
4. Monitor Performance: Use your dashboard to keep track of transaction activity.

Directify's built-in paid submissions system makes it easy to generate income from your directory listings.

To keep things running smoothly, focus on these practices:

• Regularly review transaction records
• Update gateway settings as needed
• Ensure SSL encryption is active
• Follow the security recommendations from your payment provider

Staying proactive helps your payment system operate without issues.