Windcave (formerly Payment Express)

Windcave (formerly Payment Express) is a Splynx add-on which allows refilling of customer balance and paying invoices via the payment gateway - https://www.windcave.com/.

The add-on can work with different credit cards, if cards are saved on customer profiles, the add-on allows you to charge all customers using Direct debit orders.

Add-on installation

The add-on can be installed in two methods, via the CLI or Web UI of your Splynx server.

To install the Payment Express add-on via CLI, the following commands can be used:

apt-get update
apt-get install splynx-paymentexpress

To install it via the Web UI:

Navigate to Config → Integrations → Add-ons:

Locate or search for the splynx-paymentexpress add-on and click the Install icon in the Actions column:

Click the OK, confirm button to begin the installation process:

Add-on settings

After the installation process has completed, you have to configure the add-on:

Navigate to Config → Integrations → Modules list:

Locate or search for the splynx-paymentexpress add-on and click on the (Edit) icon in the Actions column:

Main information and API settings:

• API domain - api domain should be the same as Splynx URL. The forward slash / is required at the end;

• API key, API secret - auto generated default values. Don't change it unless it is absolutely necessary.

Windcave (Payment Express) settings

• Currency - select a currency. Windcave supports a number of currencies, which can be used with all interfaces;

Windcave (Payment Express) PxPay credentials

Type your PxPay Payment Express account credentials in the related fields.

In case in Splynx system is used the multiple Partners scheme, you can divide the Payment Express configuration between them. Create a new partner in Splynx, in the Payment Express config select the necessary partner and set the required settings.

The fields marked with * sign have the different values from original ones (original values are related to Default partner).

Common settings

• Splynx url - your Splynx URL address with a slash sign at the end;

• Payment method ID - when a customer pays using this add-on, the payment will be allocated as this payment method;

• Payment statement grouping - choose how to group payment statements (Finance → Payment Statements → History) monthly or daily.

Entry points configuration

The configuration of add-on Entry points can be found in Config → Integrations → Modules list, near the splynx_addon_paymentexpress module item in the Actions column. Click the (Edit entry points) icon.

More information about Modules list can be found here.

Invoice payment

Once the configuration has been completed, customer can add a credit card on the Portal in Finance → Credit card via Payment Express.

An amount of $1 will be debited to authorize the card, which will then be refunded.

Now customer can pay for their invoices using the Payment Express system in Finance → Invoices on the Portal (the related entry point should be enabled):

Moreover, if the payment credentials are added by the customer, the administrator can pay the invoices directly from customer's profile as well:

If everything goes well, you will see the status of invoice marked as Paid (on the customer or admin portal):

On the Portal Dashboard page (the related entry points should be enabled), the customer can also see the list of non-paid (proforma) invoice (-s) in Payment Express widget (entry point) and the same-name buttons to pay such invoice (-s).

The customer can refill their balance using the Add money by Payment Express menu on Portal Dashboard (the paymentexpress_add_money_on_dashboard entry point should be enabled).

If the customer is logged into the Portal, the following link to refill the balance https:///paymentexpress is supported as well.

The administrator of Splynx can also top up the customer's balance using the Pay Now button on the Information tab, for example, of customer's profile (the paymentexpress_add_money_by_admin entry point should be enabled).

Additionally, the administrator can charge all customers using one button, navigate to Finance → Invoices, set the period and click on Charge button as depicted below:

The Charge history tab contains the charge history of all charges you have made, sometimes it is very helpful when there are finance issues.

Direct payment

Using the payment link is the simplest way to accept payment made with credit card (the credentials should be entered every time). This feature is available in the Windcave add-on to pay the Invoices.

To create a direct payment link to pay the invoice, please use the pattern below:

https://<splynx_domain_address>/paymentexpress/direct-pay-invoice?item_id=<Invoice_number>