To use a payment method, a Provider Account must first be created in copal. A Provider Account represents the combination of a Payment Service Provider (PSP) and a payment method.
An overview of all configured Provider Accounts can be found in copal under Tenants in the Providers tab. Available Payment Service Providers and payment methods can be viewed in the Availabilities section via the side menu.
Creating a new Provider Account
This article demonstrates the setup of a Provider Account using the PSP Mollie and the payment method CreditCard as an example.
To create a new Provider Account, use the Add Provider button in the Providers section.
Selecting PSP and payment method
After clicking Add Provider the following information can be configured at the top of the page:
- Provider is used to select the Payment Service Provider.
- Payment Method defines the payment method.
In this example, Mollie is selected as the provider and CreditCard as the payment method.
The name of the Provider Account is generated automatically but can be adjusted if necessary. The configuration is then saved using Save, which automatically generates a Provider Account ID.
The name of the Provider Account can also be modified later if required.
Configuring Basic Options
In the Basic Options section, the required credentials for authentication with the respective Payment Service Provider must be entered. These credentials vary depending on the PSP and payment method.
Further details about the required credentials can be found in the articles about the respective Payment Service Providers in the Support Center.
The credentials are typically:
- available in the PSP backend, or
- provided by the PSP during or after the contract signing process.
Special cases: Mollie, PayPal & Stripe
For the PSPs Mollie and PayPal, authentication is handled through an onboarding process. Instructions for this process are described in a separate article.
Required fields and validation
Fields marked with a red underline indicate required fields. These fields must be completed correctly before the Provider Account can be saved.
Input validation is also performed. If the entered value does not match the expected format, the Provider Account cannot be saved.
Settings in collana pay
Within the collana pay section, restrictions for supported countries and currencies can be defined.
If a payment method is only available in specific countries or currencies, these fields are prefilled accordingly. For example, a payment method that is only available in Poland with the currency PLN.
If no restrictions apply, these fields are prefilled with Any and Any, meaning all countries and currencies are allowed.
Advanced Options
The Advanced Options tab provides additional configuration settings for the Provider Account. These settings are explained in detail in a separate article in the Support Center.
Activating the Provider Account
To make the payment method available, the Provider Account must be activated.
This is done by enabling the Active toggle in the upper right corner and saving the configuration using Save.
Provider Account overview and management
After the setup is completed, the Provider Account appears in the Provider Account overview on the start page.
Status indicator
A green checkmark on the right side indicates that the Provider Account is active.
Available actions
- The info icon (i) allows copying the Provider Account ID.
- The edit icon allows editing the Provider Account.
- The copy icon allows duplicating the Provider Account.
- The delete icon allows deleting the Provider Account.
Deleting a Provider Account
A Provider Account can only be deleted if no transactions have been processed using this Provider Account.
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