Payline setup procedure

Introduction

The "Payline Setup Procedure" feature allows customers to integrate the Payline (Monext) payment system to manage online transactions securely and efficiently. Here are the detailed steps to set up Payline in your Yoplanning.pro application.

Steps to set up Payline

Request for VAD number

1. Contact your bank.

2. Make a request using this exact phrase:

   "Je voudrais un numéro de VAD pour notre système de vente en ligne sur notre site internet [https://monssite.com] pour un PSP externe qui s'appelle Payline (Monext)"

Filling out the form

1. Once the bank has established the contract and provided the VAD number, download the required form from the bottom of this article.

2. Fill out the form with the necessary information.

3. Return the signed form along with a RIB to our team. ([e-mail])

Payline Back-office Access

You will then receive an email directly from Payline to create your account on the back office which will allow you to track transactions and carry out certain operations.

Tips for use and best practices

• Clear communication with the bank: Use the exact phrase provided to avoid confusion.

• Verification of information: Make sure that all information on the form and the RIB are correct before submitting them.

• Rigorous Testing: Perform testing in production to ensure transactions run smoothly.

Common Problems and Solutions

• Errors in Payline back office: If you encounter any problems during configuration, consult Payline documentation or contact their technical support for assistance. [e-mail]

• Production Tests Fail: If the tests fail, check that all information is entered correctly and that the VAD number is valid. Contact Yoplanning support if necessary.

Deadlines: Setting up a Payline contract takes 48 to 72 hours once you have obtained the VAD number from your bank.