Create a Payment Profile
Sam Fielding avatar
Written by Sam Fielding
Updated over a week ago

This article contains information and instructions for use with Deliverect's Online Ordering channel, Deliverect Social Ordering, and Deliverect Order & Pay. To learn more and receive a demo, visit this page.

Give your customers the ability to pay for their orders using cash, card, invoice, or an online method.

If the options shown in this article aren't available or you would like assistance, please feel free to contact us at [email protected].

Create a profile

Step 1. Log in to your Deliverect account and select Locations in the sidebar.


Step 2. Select the More button at the top of the page and choose Payment Profiles ②.


Step 3. Select the + Payment profile button.


Step 4. Enter a profile name and select the Add Gateway button.


Step 5. Complete the fields to create the profile.

  • Payment gateway: Choose the desired payment type:

    • Adyen (for online payments)

    • Card at the door (on delivery)

    • Card in the shop

    • Cash at the door (on delivery)

    • Cash in the shop

    • Invoice


Step 6. Select the Add button once all fields are complete. For configuring Adyen payment gateways, first follow the additional information below.

Adyen

If you have selected Adyen, additional fields are displayed. Any fields showing Create new are configured when selecting the Next button.

Business field

Provide details about your business; ensure that this information is correct. Select the Create & Continue button.

Account field

Enter the bank account details for payments. The fields vary per country/region.

Store field

Provide the URL of your Online Ordering store and the store's phone number and address. Select Create & Continue.

Adding the gateway

Once all fields are complete, select the Add button.

Adyen gateways require verification. Select the Pending icon to be redirected to Adyen to provide additional company details.

Verification

Starting at the top of the page, select the Enter details link for each section. Ensure that the information you enter is correct. Each section is described below.

Business details

Provide details about your business.

Bank details

Enter your IBAN and other bank information.

Personal details

If you are both the owner and signatory of the company, choose both roles. If someone else is one of these, they will need to also fill in their details; this is required.

You may also need to provide further identification, using one of the following:

  • Passport

  • Government-issued ID

  • Driver's license

Once you have completed all of the sections, select the Complete button at the bottom of the page.

Check verification

Verification can take a couple of days. To check the status, reopen the payment profiles window. If it is not Active after a few days, select the Action required link to provide the missing information.

Common issues:

  1. Incorrect company VAT number entered.

  2. Incorrect tax code number entered.

  3. Provided a bank statement that does not show the full IBAN or correct company name.

Do you need to add different bank accounts for each store or region? If so, follow the instructions in this article.

Did this answer your question?