Supported workflows
Before you begin
Complete these steps before you send your first payment through Payflex:- Get your Payflex API credentials from Payflex: a Client ID and a Client Secret. To test your integration, follow the Payflex testing guide.
- Set up a Payflex integration in your workspace with those credentials. Follow the Payflex integration setup guide.
- In the Payrails Portal, go to Settings → Integrations, open your Payflex integration, select Payflex under Payment methods, and save.
- Add Payflex as a payment option in your workflow.
Request fields for Payflex
Send these fields in the authorize request, in addition to the standard authorize fields. Required fields must be present for the payment to succeed. Payrails sends Optional fields to the PSP when you include them.
When you send
meta.order, Payrails checks that the order lines, shipping, tax and discounts add up to the payment amount, and returns an error when they don’t.
Authorize a Payflex payment
Call authorize a payment withpayflex as the paymentMethodCode. The response includes the redirect to the Payflex checkout page.
Authorize request
success or error URL. Confirm the result through webhook notifications or the execution status before you fulfill the order.
How Payflex handles payments
- On the Payflex checkout page, the customer signs in or checks out as a guest, then pays in full or chooses an installment plan.
- Payflex captures the payment when the customer confirms it. Payrails records the capture from the Payflex status notification, so the payment completes in one step.
- To return funds after a successful payment, refund it.