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Paysafe Direct Debit (Canada)

This document covers the setup of Direct Debit using the Paysafe payment gateway for Canadian clients.

Overview

In addition to allowing your supporters to donate using their credit or debit card, you can also allow them to set up regular payments directly from their bank account using direct debit. 

Before you begin, we strongly recommend that you explicitly confirm the payment methods and currencies available to you with Paysafe.

As the currency will be fixed with the AccountID of your Paysafe gateway setup, it will not be necessary to include a currency form field on your donation pages. We only support recurring (regular) payments for Direct Debit, and you will still need to include the ‘Recurring payment’ field as a hidden field on the page, with a fixed value of ‘Y’. 

Setting up the gateway

It is recommended that you create and keep two separate gateway records in your account, one to be used for testing and one linked to your live gateway. Donation pages should be linked to a test gateway initially, and then switched to a live gateway before launch. To create each one:

  1. Click on Hello YOURNAME , then select Account settings > Gateways in the pop-up menu.
  2. Click New Payment Gateway to create a new entry
  3. The fields are set up as follows:

Field

Description

Reference name

A unique name for the gateway. It is a good idea for the name to include the type of gateway (eg. Paysafe), the currency, and whether it is a live or test gateway.

Select gateway

Select the Paysafe gateway

Username

Your Paysafe account user name.

API key

Paysafe will provide this, along with your Account ID. You will typically have one Account ID for each of the currency you have enabled in your Paysafe account.

Account ID

See above.

Currency

Select the appropriate currency for the gateway, subject to what you have agreed with Paysafe. Note that changing this field in Engaging Networks will only change how currency is reported in our platform. The actual currency of the donations is determined by the currency of your Paysafe account (Account ID).

Test mode

Should be checked for a test gateway, but must be unchecked for a gateway that will accept live donations.

Form Fields

The following fields should be set up in the default supporter record with the appropriate field ‘tag’ and added to your donation form.

Standard fields – required for every Paysafe donation page

Form Field

Mandatory/optional

Value type

Comments

Email Address

Mandatory

Alphanumeric

Supporter’s email address

First Name

Mandatory

 

Alpha

The supporter’s first name.

Last Name

Mandatory

Alpha

The supporter’s last name.

 

Address 1

Mandatory

 

Alphanumeric

The first line of the supporter’s address

City

Mandatory

 

Alpha

The address city of the supporter

Region

Mandatory

 

Alpha

The address region of the supporter, you can provide a drop down list of counties or allow the donor to enter this themselves.

Postcode

Mandatory

 

Alphanumeric

The donors postcode.

Country

Mandatory

Alpha

The country of the cardholder. This should be a 2 character code for the country. 

Donation Amount

Mandatory

 

Numeric

May be entered as a whole number, or with two decimal places. Eg. Twelve pounds may be entered as ’12’ or ‘12.00’. You may want to consider using the ‘select with input’ or ‘radio with input’ field types ‚Äì see below.

Fields required for Direct Debit

For Direct Debit payments you will also need to collect the following details:

Form Field

Mandatory/optional

Value type

Comments

Payment Type

Mandatory

Alpha

EFT

Bank Account Type

Mandatory

Alpha

CHECKING or SAVINGS

Credit Card Holder Name

Mandatory

Alpha

The full name of the bank account holder.

Bank Account Number

Mandatory

Alphanumeric

The account number to be used for making the payment. 

Bank Routing Number

Mandatory

Alphanumeric

Transit Number

Bank Name

Mandatory

Numeric

Institution number

Additional Required Fields for Recurring Payments

If you want to accept recurring payments and have confirmed with Paysafe that you have this option enabled for your account, in addition to the credit card fields you will need to add the following:

Form Field

Value

Description

Recurring Payment

Alpha

Submitting ‘Y’ will flag the transaction as a recurring payment. Any other value will result in a single payment.

Recurring Frequency

Alpha

If ‘Recurring Payment’ is set to ‘Y’. Permitted values are MONTHLY, QUARTERLY, SEMI_ANNUAL and ANNUAL. Please see the notes below on ‘select’ field types for details of ways of presenting these fields to supporters.

Recurring Day

Numeric

The day of the month on which the recurring payment should be taken, from 1-28.

 

Updated on June 8, 2021

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