How to set up a payment method in Zoho Backstage

Setting up a payment mode

Collect payments from your online transactions by setting up a payment mode. Choose the country where you want to receive the payments and add a payment gateway. 


  1. Click the Settings tab on the top bar of your portal.
  2. Click the Payment tab.
  3. Click the Payment setup tab.
  4. Click the Setup now button. The Add Payment Gateway panel will appear.
  5. Select your payout country from the Payout Country dropdown. The base currency you receive the payments in will be automatically set to the currency of the country you select here.
  6. Select one of the payment gateways from the list. 
    Note: The payout country you set will determine your payment gateway options.
  7. Click Done. A panel will open in which you can continue setting up the payment gateway.
  8. Enter the required information to connect the payment gateway to your portal.
  9. Click Done
Note: The base currency cannot be changed. 

Add payment gateway

Connect your payment gateway to Backstage to process payments efficiently.


  1. Click the Settings tab on the top bar of your portal.
  2. Click the Payment tab.
  3. Click the Payment setup tab.
  4. Click the Add payment gateway link in the Payment gateways section.
  5. Select one of the payment gateways from the list.
  6. Click Done. A panel will be displayed in which you can continue setting up the payment gateway.
  7. Enter the required information to connect the payment gateway to your portal.
  8. Click Done. 
Note: The payment gateway you've added last will be the default gateway for all your events.

To edit a payment gateway



  1. Click the Settings tab on the top bar of your portal.
  2. Click the Payment tab.
  3. Click the Payment setup tab.
  4. Select the Edit option from the dropdown to the right the payment gateway.
  5. Modify the details in the panel that appears.
  6. Click the Done button.

Remove payment mode

Change or update your payout details like the country and currency by removing the current payment mode and setting up a new one. 


  1. Click the Settings tab on the top bar of your portal.
  2. Click the Payment tab.
  3. Click the Payment setup tab.
  4. Click the Remove payout details link in the top-right corner.
  5. Enter your portal name in the Portal name dialog box.
  6. Click Delete. 
Note: The payment mode cannot be deleted if your portal contains paid orders.

Remove payment gateway 

Switch back to an older payment gateway by deleting the more recent ones.
 

  1. Click the Settings tab on the top bar of your portal.
  2. Click the Payment tab.
  3. Click the Payment setup tab. 
  4. Select the Delete option from the dropdown to the right the payment gateway. The Remove payment gateway dialog box will be displayed.
  5. Click Remove.

Setting up an offline payment mode 

Process ticket payments and transactions through offline means, such as cash, bank transfer, or cheque by setting up offline payment options in Backstage. During checkout, attendees can choose the offline payment option they prefer, and pay for tickets based on the instructions you've provided, which will be mentioned in the checkout page. The payment modes added to your portal can be used for all events. You can pick any of these payment modes when enabling offline payments for an event. After you receive the payment, you can mark their order as paid

To add a payment mode




  1. Click the Settings tab from the top bar of your portal.
  2. Click the Payment tab.
  3. Click the Payment setup tab.
  4. Select the Add offline payment mode link. The Add offline payment mode panel will display.
  5. Choose a payment mode from the Payment mode dropdown.
  6. Enter the relevant details for that payment mode.
  7. Click the Done button.

To view a payment mode




  1. Click the Payment Setup tab in the Payments tab.
  2. Click the dropdown to the left of the offline payment mode.
  3. Select the View option. The View payment mode panel will display. 

To edit a payment mode




  1. Click the Payment Setup tab in the Payments tab.
  2. Click the dropdown associated with the offline payment mode.
  3. Select the Edit option. The Edit payment mode panel will display.
  4. Modify the payment mode information.
  5. Click Done.

To deactivate a payment mode




  1. Click the Payment Setup tab in the Payments tab.
  2. Disable the toggle associated with the offline payment mode.

To delete a payment mode




  1. Click the Payment Setup tab in the Payments tab.
  2. Click the dropdown to the left of the offline payment mode.
  3. Select the Delete option. The Delete payment mode dialog box will display.
  4. Click the Delete button.

Only members in the Enterprise and Ultimate plans can set a payment mode.

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