On This Page
FILTER BY TAG

Configure Customer Data and Payment Flow

Use the Customer data and payment flow section of the
Smartpay Fuse Portal
 to configure the information that you want to collect during checkout. Follow these steps to customize the appearance of
Unified Checkout
 in the
Smartpay Fuse Portal
:
  1. Log in to the
    Smartpay Fuse Portal
    :
    If you are unable to access this page, contact your sales representative.
  2. In the
    Smartpay Fuse Portal
    , go to the left navigation panel and choose
    Payment Configuration
     >
    Unified Checkout
    . The
    Unified Checkout
     customer experience page appears:

    Figure:

    Unified Checkout
     Customer Data and Payment Flow Merchant Experience
    Image that shows the Unified Checkout customer data and payment flow merchant experience page.
  3. In the Customer data and payment flow section, click
    Manage
    . The Customer information and payment flow page appears.
  4. Under Contact details, slide the toggle ( ) next to Email address and Mobile phone number to collect the customer email address and phone number during checkout.
  5. Under Payment details, slide the toggle ( ) next to Billing address to collect the cardholder billing address.
  6. Under Payment details, in the Billing address drop-down menu, select the billing address information for payment verification:

    ADDITIONAL INFORMATION

    • Full address
      : Request the full cardholder billing address during checkout.
    • Zip code only
      : Request only the zip code of the cardholder billing address during checkout.
  7. Under Payment details, slide the toggle ( ) next to Shipping address to collect the cardholder shipping address.
  8. Under Payment details, in the Shipping address drop-down menu, select the countries that you ship to.
  9. Under Checkout review step, slide the toggle ( ) to display a review page for the customer to confirm the payment and shipping address.
  10. Under payment processing and & service orchestration, slide the toggle ( ) in the Payment processing section to control how to process transactions:
    You can turn payment processing on or off:
    • Payment Processing ON
      :
      Unified Checkout
       handles the complete payment for you automatically. When payment processing is on, you can select how transactions are processed:
      • Preferred auth
        : Choose this option to authorize the payment when possible.
      • Sale
        : Choose this option to capture the funds immediately.
    • Payment Processing OFF
      : You must complete the payment independently using VISA or another selected gateway.
    For information about enabling or disabling payment processing in
    Unified Checkout
    , see Process Payments with Unified Checkout.
  11. Under save customer information in payment processing and & service orchestration, slide the toggle to the right to prompt the user to save their payment information for future use.
    Saving customer payment details can significantly improve the checkout experience for returning customers. There are two approaches that you can use:
    • Ask for consent to save payment information for future use
      : This option displays a checkbox during checkout that asks customers if they want their payment details saved. You can enable this option regardless of if payment processing is enabled at any time.
    • Store payment details securely in your
      TMS
       vault
      : This option saves payment information using secure encryption and links directly to your
      TMS
       vault. This enables faster checkout for returning customers by using tokens rather than raw card data.
    IMPORTANT
    If you already have cardholder consent (for example, if it was obtained during account creation or through another verified process) or consent is not required for your flow, you should not display or request consent again in the UI.
  12. Under Fraud detection in payment processing and & service orchestration, use the drop-down menu to turn fraud detection with
    Decision Manager
     or
    Fraud Management Essentials
    On
     or
    Skip
    .
  13. Under Localized payment settings, slide the toggle ( ) to enable these features:

    ADDITIONAL INFORMATION

    • Combo cards
      : Enable cardholders to decide how to process their payments.
    • Brazil tax ID
      : Collect a customer's CPF or CNPJ at checkout.
    IMPORTANT
    Combo cards and tax IDs are only available in Brazil.
  14. Click
    Save and publish
     to save your customer payment settings.
RELATED TO THIS PAGE