Set up the Worldline payment link to allow your customers to pay via Visa , Mastercard, Amex, Diners, PostFinancepay, Reka, Paypal and TWINT .bexio Network-Link " to your customers.
Contents
Add & register Worldline Payment Services
First, open the following path: "Settings" → "All settings" → "Functions & Modules" → "Payment Services ". Click on "Add payment service " and select "Worldline ".
In the next pop-up, click on "Register now! " to create a new "Worldline" account. (You will be redirected directly to a Worldline website.)
This video (available in English only) explains the registration process in detail.
VIDEO
Step 1 - after your registration with "Worldline"
After your registration, you will receive a confirmation by email from "Worldline " (experience shows in less than 15 minutes). Log in via "mySaferpay": https://marketplace.bexio.com/en-GB/apps/126105/worldline
→ You will receive the username via SMS on your mobile phone.password is the same one you used for the online order.
Step 2
Open "Settings " → "Payment methods / Terminals ".
Note: Please note that the Worldline user interface may differ from the screenshots placed here.
→ Copy the "Customer ID " and "eCommerce " ("Terminal ID ") and paste them into the input field in bexio.
Step 3
Create a new "JSON API " login under "Settings " > "JSON API Basic Authentication ".
→ Set a password (and copy it) and a description.Username " in the overview.
Step 4
You have now entered all access data. Confirm with "Save ". And you are connected!
How quickly can I use Worldline services?
Worldline's review process usually takes between 3-15 working days (this is not the same for every company). Any identity card copies, signatures, or other documents required by the provider Worldline must be sent directly to
customerservices@worldline.com for authentication so that the review process can be completed and the services can be provided.
If the review process by Worldline Services has not yet been completed, the following error message appears when attempting to pay an invoice via the payment services:
Possible reasons for a delay: 🕒 Missing ID copy, signatures, or other required documents that have not been sent. → Since these are required, Worldline support will request them from the customer so that the contract can be activated.
🕒 Additional currencies. → For additional currencies, corresponding additional agreements have been used. Once these are signed and returned, the additional currencies will be activated in the systems.
🕒 Business model with special products/services that contradict Worldline's policy. → If products or services are distributed that contradict Worldline's policy, the customer will be informed accordingly and asked to ensure that these products are not billed via Mastercard, Visa, or TWINT.
Activation of individual payment providers
After successful registration and review by Worldline, certain payment methods are available immediately, while others require a separate application. Please note the following points:
Immediately available: The payment methods Visa, Mastercard, TWINT, and Diners Club are available to you immediately after successful activation by Worldline. You do not need to take any further steps for these.Additional application required: For the payment options AMEX, PostFinance Pay, and Reka , a corresponding application must be submitted in advance to the respective provider. Only after successful review by the provider will these payment methods be subsequently activated for you by Worldline.The application forms for the respective providers can be found at the following links:
Set Worldline Services as standard
Go to: "Settings" → "All settings" → "Functions & Modules" → "Payment Services ". Click on "Actions " for "Worldline" and select "Set as standard ". (This setting will be applied to all new invoices)
Activate Worldline on previously created invoices
1. Go to the invoice in which you want to activate the payment service subsequently. Conditions " tab.Payment services ", click on the check mark next to "Worldline " to activate the service.Save entries ".
Note : The invoice must be in "Draft " status for this. (Support article : Edit invoice again )
If your customer now clicks on "Pay now " and "Visa , Mastercard, Amex, Diners, PostFinancepay, Reka, Paypal or "TWINT " on the online document, they will be automatically redirected to the corresponding website where the invoice can be paid. The invoice will then automatically be set to "paid " in bexio.
Payment via TWINT
Payment via Credit Card
Activate additional currencies
To activate additional currencies such as "GBP" / "USD" / "EUR", have the contracts sent to you by "Worldline". To do this, send an email to: customerservices@worldline.com
Posting in bexio
Provided the customer pays via the bexio invoice under: "Pay now ", the transaction is booked via the standard account 1029 (Bank - System account) . Please note that this information may vary, as the account number can be adjusted as desired.
Recommendation : If the account number and account name of this system account are changed, the traceability for technical support is also made more difficult.recommend not making any changes to this account.Already made changes? : Check the journal after automatic payment receipt via a Worldline to see which account was booked.
Expense booking : You can manually book incurred expenses via "Manual bookings". For further questions, please contact your accountant or trusted Fiduciary directly. (Find Fiduciary )