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Payment Gateway Configuration Steps
Step 1: Navigate to Legal Entity
Open the required Legal Entity record in Cloudy Inventory.
Step 2: Open Payment Gateway Setup
From the Setup tab of the Legal Entity record, select the Payment Gateway tab.
Step 3: Create a New Payment Gateway
Click New to create a new Payment Gateway configuration.
Step 4: Configure the Payment Gateway
Complete the required configuration sections as described below.
A. Basic Configuration :
Provide the basic gateway information:
- Payment Gateway Name (Required)
- Type (Stripe / Authorize.Net) (Required)
- Status (Test Mode / Live Mode) (Required)
- Current Mode
Configure the following checkbox settings:
| Checkbox | Purpose |
| Default? | Marks this gateway as the default Payment Gateway for the selected Legal Entity. |
| Active | Activates the gateway so it can be used for processing online payments. |
| Enable Evidence? | Captures the customer’s browser information as payment evidence. This requires https://api.ipify.org to be configured under Salesforce Remote Site Settings. |
B. Payment Methods :
Configure the payment methods available to customers.
Enable the required options:
- Enable Credit Card?
- Enable ACH?
- Enable Signature
If Enable Credit Card is selected, configure the supported Card Types, such as:
- Visa
- MasterCard
- American Express
- Discover
- JCB
- Diners Club
C. Processing Fee Settings :
Configure payment processing fee options.
Enable or configure the following:
- Enable Processing Fee Message?
- Enable Credit Card Charge Limit
- Processing Fee Type
- % Transaction Amount
- Flat Amount
- Processing Fee (%)
- Processing Fee Product
D. Advanced Settings
Configure additional payment options.
Provide the required information:
- Terms & Conditions
Optionally configure:
- Set Payment Link Expiration Days?
- Payment Link Expiration Days
E. API Configuration
Configure the gateway API credentials.
For Sandbox/Test Mode, enter:
- Test Public Key (Required)
- Test Secret Key (Required)
For Live Mode, provide the production credentials supplied by the payment gateway provider.
Step 5: Save the Configuration
Click Save to create the Payment Gateway configuration.
Once saved, the gateway becomes available for Invoices, Payments, Guest Payment Links, and Online Payment Processing. If the Default and Active options are enabled, the gateway is automatically used as the default Payment Gateway for the selected Legal Entity.
Best Practices
- Configure one Default Payment Gateway for each Legal Entity.
- Test gateway integration in Test Mode before switching to Live Mode.
- Store API credentials securely and update them whenever provided by the payment provider.
- Enable only the payment methods accepted by your business.
- Configure payment link expiration to improve security.
- Enable E-Signature for high-value or legally binding transactions.
- Configure processing fees carefully and communicate them clearly using the Processing Fee Message.
- Regularly verify API credentials after gateway updates or password changes.
- Restrict administrative access to Payment Gateway configuration records.
- Periodically review gateway transactions, settlements, and processing fees to ensure accurate payment reconciliation.