...
Table of Contents | ||||
---|---|---|---|---|
|
Feature | Use Case |
---|---|
Level II |
...
Fields | Include additional data with transactions to qualify for better interchange rates. |
Billing Address |
...
Add billing address fields and prefill them if applicable. | |
Customization |
...
Set the styles and contents for the payment fields. | |
Card |
...
Swipe Popup | Add a popup to support collecting payment data using a compatible card reader. |
Transaction Submit Button |
...
Add a preconfigured submission button that makes it easy to build a payment page. | |
Zero Dollar Auth |
...
Check the validity of a payment method or obtain authorization for a transaction without actually charging the customer's account. | |
Tokenization |
...
Create card tokens for automatic and recurring payments. | |
ACH |
...
Accept payments using a customer’s bank account information. | |
Invoices | Pay and invoice using PayFields. |
Customer Account Creation | Save customer records with tokenized payment information. |
For definitions of the PayFields actions, including the transaction result callback functions, see the Developer Guide.
Level II Fields
...
Note |
---|
Important Info for Canadian Merchants:
|
Level II Fields
PayFields provides Level II fields for merchants who use additional information to qualify for reduced interchange fees. The example below shows how to add the Level II/III fields and set their values:
Code Block |
---|
PayFields.config.order = {order number}; PayFields.config.tax = {tax number}; PayFields.config.dicount = {discount number}; PayFields.config.additionalData.shipping = {shipping number}; PayFields.config.additionalData.duty = {duty number} PayFields.config.items = {items Object} PayFields.config.billingAddress = { address: '123 Madison Street', city: 'New York', state: 'NY', zip: '12345', email: '', phone: '', address2: 'suite 555', company: 'Essential Co', country: 'USA' }; PayFields.config.additionalData = {Additional Object}; PayFields.config.invoiceResult = {Invoice Object} |
...
Billing Address information can be entered by the customer or submitted by the merchant, if the merchant already knows the values. The sections below describe how to use PayFields in each of the following cases: customer entry, prefill and display, prefill and do not display.
Customer Entry
To add billing address fields to a payment page so that a customer can fill in the information use the PayFields.fields = [];
function to define the elements that will display the billing address fields.
For customer entry of the billing address, do not set values for the individual address fields. If you set values for the fields in the "address"
object, the customer will NOT be able to modify the values.
The code below shows how to include the "address"
type in the PayFields.fields
function:
Code Block |
---|
PayFields.fields = [
{type: "number", element: "#number"},
{type: "cvv", element: "#cvv"},
{type: "name", element: "#name"},
{type: "expiration", element: "#expiration"},
{type: "address", element: "#address"}
] |
Prefill and Display
To prefill the billing address and display the values use the PayFields.fields
function to There are two ways to set the billing address:
PayFields.config.billingAddress = {}
- This is the preferred method for setting billing address fields. ThebillingAddress
object makes it easier to customize the way the address fields are displayed on your page and works with common JavaScript frameworks. With thebillingAddress
object, your customer can also edit prefilled form values.PayFields.fields = []
- Thefields
array displays all of the billing address fields inline on your page and requires absolute positioning in your CSS. Customers cannot edit prefilled values.
Both methods allow you to toggle the visibility of certain fields, define optional fields, and prefill form values using defaults or information previously entered by your customer.
Payfields.config.billingAddress
Add fields to the PayFields.config.billingAddress
object as shown in the sample code below to include them on your payment forms:
Code Block | ||
---|---|---|
| ||
PayFields.config.billingAddress = {
address: this.address1,
city: this.city,
state: this.state1,
zip: this.zip,
phone: this.phone,
email: this.email
} |
Payfields.fields
The sections below describe how to use the fields
array for the following cases: customer entry, prefill and display, prefill and do not display.
Customer Entry
To add billing address fields to a payment page so that a customer can fill in the information use the PayFields.fields = [];
function to define the elements that will display the billing address fields and the values that they will contain.
The code below shows how to prefill and display the billing address fields:
...
.
For customer entry of the billing address, do not set values for the individual address fields. If you set values for the fields in the "address"
object, the customer will NOT be able to modify the values.
The code below shows how to include the "address"
type in the PayFields.fields
function:
Code Block |
---|
PayFields.fields = [ {type: "number", element: "#number"}, {type: "cvv", element: "#cvv"}, {type: "name", element: "#name"}, {type: "expiration", element: "#expiration"}, { type: "address", element: "#address", values: { address: "123 Madison Street", city: 'New York', state: 'NY', zip: '12345'} ] |
Prefill and Display
To prefill the billing address and display the values use the PayFields.fields
function to define the elements that will display the billing address fields and the values that they will contain.
The code below shows how to prefill and display the billing address fields:
Code Block |
---|
PayFields.fields = [ {type: "number", element: "#number"}, {type: "cvv", element: "#cvv"}, {type: "name", element: "#name"}, {type: "expiration", element: "#expiration"}, { type: "address", emailelement: 'test@test.com'"#address", values: phone{ address: "123 Madison Street", city: 'New York', state: '2223456789NY', } zip: '12345', } ] |
Prefill and Do Not Display
...
email: 'test@test.com',
phone: '2223456789'
}
}
] |
Prefill and Do Not Display
Use the PayFields.config.billingAddress
function to set values for all of the billing address elements. These values will be sent directly to Payrix when the transaction is submitted, and they will not be displayed to the customer.
...
If you use both the PayFields.fields
and PayFields.config.billingAddress
options, the expiration
, email
, and phone
fields are required by default. To make them optional, add the following code to the PayFields <script>
block:
PayFields.customizations.optionalFields = ["#email", "#phone", "#expiration"];
...
Optional Fields
PayFields provides the following features that can be used to customize your user experience:
Placeholder Text - Add placeholder text to the form fields to provide examples or explanations of the required data.
CSS - Use CSS to define the look and feel of the payment fields.
Placeholder Text
To change the placeholder for any of the fields, create a PayFields.customizations.style = {};
object and set the key to the field and the value to the desired placeholder text. The example below shows how to set the placeholder text:
Code Block |
---|
PayFields.customizations.placeholders = {
'#name': 'Card Holder',
'#expiration': 'Expiration (MM/YY)',
'#payment_cvv': 'CVV',
"#payment_number": '0000 0000 0000 0000'
} |
Use the following keys to the set placeholder text for the associated field: '#payment_number'
, '#expiration'
, '#payment_cvv'
, '#name'
, '#address1'
, '#city'
, '#state'
, '#zip'
, '#email'
, and '#phone'
.
CSS
Payrix passes a style object with the class(es) or ids to be styled. Specific classes such as .number
have priority over more generic classes such as .input
. In other words, classes will stack on each other.
Info |
---|
In the case of the same property on both classes being styled, the class with the highest priority will overwrite the other. All CSS keys should be converted to camelCase as shown below:
|
The code below shows an example of setting styles for the .input
class:
...
title | Click to expand the customizations example. |
---|
...
language | html |
---|
...
Use the sample code below to define optional fields for your billing address form when using the PayFields.fields
array:
Code Block | ||
---|---|---|
| ||
PayFields.customizations.optionalFields = ['#address1', '#city', '#state', '#zip', '#email', '#phone' ] |
The values in the optionalFields
array should be the selector for the field. The following values are available as optional fields:
#phone
#email
#expiration
#payment_cvv
#address1
#city
#state
#zip
#customer_id
#routing
#account_type
#account_number
Customization
PayFields provides the following features that can be used to customize your user experience:
Placeholder Text - Add placeholder text to the form fields to provide examples or explanations of the required data.
CSS - Use CSS to define the look and feel of the payment fields.
Placeholder Text
To change the placeholder for any of the fields, create a PayFields.customizations.style = {};
object and set the key to the field and the value to the desired placeholder text. The example below shows how to set the placeholder text:
Code Block |
---|
Card Swipe Popup
The card swipe popup opens a separate modal that supports collecting payment information from an unencrypted card reader. The image below shows the card swipe popup:
...
PayFields supports two ways to launch the card swipe popup: the PayFields.swipePopup();
function and the card swipe popup button. The sections below provide examples of each:
Card Swipe Popup Function
Add the code below in a <script>
tag to enable the card swipe popup:
Code Block |
---|
Payfields.config.swipe = true; |
Call the PayFields.swipePopup();
function to display the popup:
Code Block |
---|
PayFields.swipePopup(); |
A standard implementation calls the swipePopup()
function using an event listener attached to a button, as shown in the code below:
Code Block |
---|
PayFields.config.swipe = true;
swipeBtn.addEventListener('click', function() {
PayFields.swipePopup();
})
let swipeBtn = document.querySelector('#swipeBtn'); |
Card Swipe Button
The card swipe button opens the card swipe modal when clicked. The code below shows how to add the card swipe button:
Code Block |
---|
PayFields.swipeButton = { element: "#swipe", value: "Click to Swipe"}; |
Assign the value set in the element
field to a <div>
on the payment page. Payfields will display a button in the <div>
with the text assigned with the value
field as the label.
...
The example below shows how to add a preconfigured button to submit transaction information to Payrix for processing:
Code Block |
---|
PayFields.button = { element: "#submit", value: "Click to Submit" }; |
The text set for the value
element will appear as the label on the button.
Creating a custom HTML button with an attached event listener that calls the PayFields.submit();
function provides additional customization capabilities.
Zero Dollar Auth
Use zero dollar auth transactions to obtain approval for a payment method without actually charging the cardholder’s account. Zero dollar auth transactions are a component of setting up automatic and recurring payments. Follow the steps below to perform zero dollar auth transaction:
Set the PayFields transaction mode to
'txn'
as shown below:Code Block PayFields.config.mode = 'txn';
Set the transaction amount to
`0`
as shown below. Use a string for the amount:Code Block PayFields.config.amount = '0';
Set the transaction type to
'auth'
:Code Block PayFields.config.txnType = 'auth';
Tokenization
The PayFields tokenization feature makes it possible to store a reference to payment information that can be used to process automatic or recurring payments. PayFields supports token only and transaction+token functions.
Do not use the tokenization feature in combination with Customer, since Customer is a unique token/card holder. Creating a tokenized card creates a unique Customer.
The sections below provide examples of how to generate tokens using PayFields.
Token Only
To tokenize a card payment, set the Payfields.config.mode
value to 'token'
, as shown below, to submit a token-only request (specific to card payments only, see eCheck instructions below.)
Code Block |
---|
PayFields.config.mode = 'token'; |
To tokenize an eCheck payment, set the Payfields.config.mode
value to 'txnToken'
must be used:
Code Block |
---|
PayFields.config.mode = 'txnToken' |
Token with Transaction
Set a transaction amount and set the PayFields.config.mode
value to 'txnToken'
, as shown below, to submit a payment transaction and generate a token at the same time:
Code Block |
---|
PayFields.config.amount = '0';
PayFields.config.mode = 'txnToken'; |
ACH
Set the PayFields.config.txnType
to ecsale
. Failure to update this value will result in an error during the eCheck transaction request.
Code Block |
---|
PayFields.config.txnType = 'ecsale'; |
Add routing number, account number, and account type fields on the payment page as shown in the code below:
Code Block | ||
---|---|---|
| ||
PayFields.customizations.placeholders = {".input" '#name':{ 'Card Holder',border '#expiration':"1px solid #ced4da" 'Expiration (MM/YY)', '#payment_cvv': 'CVV',display: "block #payment_number", : '0000 0000 0000width: "12rem", height: "34px", padding: "0.375rem-0.75rem", font: "12px Arial, Helvetica, sans-serif", fontSize: ".75rem", lineHeight: "1.5", borderRadius: "2px", backgroundColor: "#fff", boxShadow: "inset 0 1px 1px rgba(0, 0, 0, .075)", backgroundClip: "padding-box", }, } |
The table below defines the classes and IDs available for styling PayFields elements:
...
Code Snippet
...
Field Description
...
Type
...
".input"
...
All Fields
...
Class
...
".number"
...
Number Field
...
Class
...
".expiration"
...
Expiration Field
...
Class
...
".cvv"
...
CVV Code Field
...
Class
...
".name"
...
Cardholder Name Field
...
Class
...
".address-input"
...
All Cardholder Address Fields
...
Class
...
".address1"
...
Address 1
...
Class
...
".city"
...
City
...
Class
...
".state"
...
State
...
Class
...
".zip"
...
Zip
...
Class
...
".email"
...
...
Class
...
".phone"
...
Phone
...
Class
...
".form-error"
...
All Error Spans
...
Class
...
".number-error"
...
Card Number Error Span
...
Class
...
".expiration-error"
...
Card Expiration Error Span
...
Class
...
".cvv-error"
...
Card CVV Error Span
...
Class
...
".name-error"
...
Cardholder Name Error Span
...
Class
...
".address-form-error"
...
All Address Error Span
...
Class
...
".address1-error"
...
Address 1 Error Span
...
Class
...
".city-error"
...
City Error Span
...
Class
...
".state-error"
...
State Error Span
...
Class
...
".zip-error"
...
Zip Code Error Span
...
Class
...
".email-error"
...
Cardholder Email Error Span
...
Class
...
".phone-error"
...
Phone Number Error Span
...
Class
...
".card-icon"
...
Credit Card Icon
...
Class
...
"#payFields-iframe-swiper"
...
Swiper iFrame
...
ID
PayFields.fields = [ { type: "routing", element: "#routing", }, { type: "account_type", element: "#account_type", }, { type: "account_number", element: "#account_number", }, { type: 'name', element: '#name', values: { name: 'John Wayne' } }, { type: 'address', element: '#address', values: { email: 'one@two.com', city: 'New York' } } ];0000' } |
Use the following keys to the set placeholder text for the associated field: '#payment_number'
, '#expiration'
, '#payment_cvv'
, '#name'
, '#address1'
, '#city'
, '#state'
, '#zip'
, '#email'
, and '#phone'
.
CSS
Payrix passes a style object with the class(es) or ids to be styled. Specific classes such as .number
have priority over more generic classes such as .input
. In other words, classes will stack on each other.
Info |
---|
In the case of the same property on both classes being styled, the class with the highest priority will overwrite the other. All CSS keys should be converted to camelCase as shown below:
|
The code below shows an example of setting styles for the .input
class:
Expand | |||||
---|---|---|---|---|---|
| |||||
|
The table below defines the classes and IDs available for styling PayFields elements:
Code Snippet | Field Description | Type |
---|---|---|
| All Fields | Class |
| Number Field | Class |
| Expiration Field | Class |
| CVV Code Field | Class |
| Cardholder Name Field | Class |
| All Cardholder Address Fields | Class |
| Address 1 | Class |
| City | Class |
| State | Class |
| Zip | Class |
| Class | |
| Phone | Class |
| All Error Spans | Class |
| Card Number Error Span | Class |
| Card Expiration Error Span | Class |
| Card CVV Error Span | Class |
| Cardholder Name Error Span | Class |
| All Address Error Span | Class |
| Address 1 Error Span | Class |
| City Error Span | Class |
| State Error Span | Class |
| Zip Code Error Span | Class |
| Cardholder Email Error Span | Class |
| Phone Number Error Span | Class |
| Credit Card Icon | Class |
| Swiper iFrame | ID |
Card Swipe Popup
The card swipe popup opens a separate modal that supports collecting payment information from an unencrypted card reader. The image below shows the card swipe popup:
...
Note |
---|
Keyboard Emulation Required To use the Card swipe feature with PayFields, the swiper needs to be configured for KBE (Keyboard Emulation). |
PayFields supports two ways to launch the card swipe popup: the PayFields.swipePopup();
function and the card swipe popup button.
The sections below provide examples of each:
Card Swipe Popup Function
Add the code below in a <script>
tag to enable the card swipe popup:
Code Block |
---|
Payfields.config.swipe = true; |
Call the PayFields.swipePopup();
function to display the popup:
Code Block |
---|
PayFields.swipePopup(); |
A standard implementation calls the swipePopup()
function using an event listener attached to a button, as shown in the code below:
Code Block |
---|
PayFields.config.swipe = true;
swipeBtn.addEventListener('click', function() {
PayFields.swipePopup();
})
let swipeBtn = document.querySelector('#swipeBtn'); |
Card Swipe Button
The card swipe button opens the card swipe modal when clicked. The code below shows how to add the card swipe button:
Code Block |
---|
PayFields.swipeButton = { element: "#swipe", value: "Click to Swipe"}; |
Assign the value set in the element
field to a <div>
on the payment page. Payfields will display a button in the <div>
with the text assigned with the value
field as the label.
Anchor | ||||
---|---|---|---|---|
|
The example below shows how to add a preconfigured button to submit transaction information to Payrix for processing:
Code Block |
---|
PayFields.button = { element: "#submit", value: "Click to Submit" }; |
The text set for the value
element will appear as the label on the button.
Creating a custom HTML button with an attached event listener that calls the PayFields.submit();
function provides additional customization capabilities.
Zero Dollar Auth
Use zero dollar auth transactions to obtain approval for a payment method without actually charging the cardholder’s account. Zero dollar auth transactions are a component of setting up automatic and recurring payments. Follow the steps below to perform zero dollar auth transaction:
Set the PayFields transaction mode to
'txn'
as shown below:Code Block PayFields.config.mode = 'txn';
Set the transaction amount to
`0`
as shown below. Use a string for the amount:Code Block PayFields.config.amount = '0';
Set the transaction type to
'auth'
:Code Block PayFields.config.txnType = 'auth';
Tokenization
The PayFields tokenization feature makes it possible to store a reference to payment information that can be used to process automatic or recurring payments. PayFields supports token only and transaction+token functions.
The sections below provide examples of how to generate tokens using PayFields.
Token Only
To tokenize a card payment, set the Payfields.config.mode
value to 'token'
, as shown below, to submit a token-only request (specific to card payments only, see eCheck instructions below.)
Code Block |
---|
PayFields.config.mode = 'token'; |
To tokenize an eCheck payment, set the Payfields.config.mode
value to 'txnToken'
must be used:
Code Block |
---|
PayFields.config.mode = 'txnToken' |
Token with Transaction
Set a transaction amount and set the PayFields.config.mode
value to 'txnToken'
, as shown below, to submit a payment transaction and generate a token at the same time:
Code Block |
---|
PayFields.config.amount = '0';
PayFields.config.mode = 'txnToken'; |
Transaction with Token Hash Only
Info |
---|
It is also possible to use PayFields with an existing customer token hash. There are no PayFields.fields set up, rather the PayFields.config.token logic is listed directly under the APIKEY and merchant ID. If fields such as “number” are listed in the fields array and the HTML is set up correctly to correspond to the number field, Payrix will query a masked number to display in the number input field. |
Code Block |
---|
PayFields.config.token = '' |
Code Block | ||
---|---|---|
| ||
PayFields.config.apiKey = ''
PayFields.config.merchant = ''
// Token hash to run the transaction against a specific customers method of payment
PayFields.config.token = "Token Hash Here"
// Query Selector to grab submit button element
let submit = document.querySelector('#submit');
// Use event listener to call PayFields.submit()
submit.addEventListener('click', function() {
// Set an amount to config.mode is either txn || txnToken
PayFields.config.amount = 415
// Select transaction type (auth / sale)
PayFields.config.txnType = 'auth'
// Set the mode (txn, txnToken, token)
PayFields.config.mode = 'txn'
// Call submit
PayFields.submit();
})
PayFields.onSuccess = (response) => {
console.log(response)
} |
Invoicing
Use the PayFields.config.invoiceResult
object to apply a full or partial payment to an invoice:
Code Block |
---|
PayFields.config.invoiceResult = {
invoice: '{{InvoiceID}}'
shippingAddress1: '123 Main Street',
shippingAddress2: 'Suite 400',
shippingCity: "Los Angeles",
shippingState: "CA",
shippingFirst: "Kevin",
shippingLast: "Henry",
message: "Checking",
shippingCompany: "Drone Inc",
shippingPhone: "1113334444",
shippingFax: "2223334445",
shippingZip: "90023",
shippingCountry: "USA"
} |
The object must include a value for the invoice ID and associated shipping data. If the amount of the payment being submitted is less than the total amount of the invoice, a partial payment will be applied. If the invoice has already been fully paid, PayFields will return an error.
You can only associated a payment with one invoice. You cannot use the invoiceResult
object to apply a single payment to multiple invoices.
The values for shippingState
and shippingCountry
are always abbreviations.
Customer Account Creation
Create a stored customer record when you create a payment token using the PayFields.config.customer
object, as shown in the example below:
Code Block | ||
---|---|---|
| ||
PayFields.config.customer = {
first: "Henry",
middle: "Middle",
last: "Kevin",
company: "Another Company, Inc.",
custom: "Checking",
email: "testing@gmail.com",
phone: "1112223334",
fax: "1234567890"
} |
If customerID
is not passed with the transaction, in either mode, a new customer account will be created.
DOM Styling
Certain fields can be hidden by setting display: "none"
in the PayFields.customizations.style
object when you are prepopulating fields using the PayFields.array
. The sample code below shows all of the fields that can be hidden:
Code Block |
---|
PayFields.customizations.style = {
".input": {
border: "1px solid #ced4da",
display: "block",
width: "12rem",
height: "34px",
padding: "0.375rem-0.75rem",
font: "12px Arial, Helvetica, sans-serif",
fontsize: ".75rem",
lineHeight: "1.5",
borderRadius: "2px",
backgroundColor: "#fff",
boxShadow: "inset 0 1px 1px rgba(0,0,0,.075)",
backgroundClip: "padding-box"
},
".address1": {
display: "none"
},
".city": {
display: "none"
},
".state": {
display: "none"
},
".zip": {
display: "none"
},
".email": {
display: "none"
},
".phone": {
display: "none"
},
".form-error": {
color: "red",
paddingTop: "5px"
},
".card-icon": {
marginRight: "6rem",
marginTop: ".25rem"
}
} |