Payment Gateway
Overview
Payment Gateway – Business Overview
The Payment Gateway document in Dafater defines how your business accepts and processes digital payments from customers. It represents each external payment service your organization uses to receive money through online channels, such as cards, wallets, or bank transfers. This document ensures that customer payments are routed correctly, recorded accurately, and aligned with your financial processes.
What the Payment Gateway Is Used For
In day-to-day business operations, the Payment Gateway is used to:
- Enable customers to pay invoices, fees, or dues online
- Standardize how different payment providers are handled within Dafater
- Ensure incoming payments are recognized as valid and traceable business receipts
- Support smooth and reliable collection of revenue through digital channels
Without a properly set up Payment Gateway, online payments cannot be accepted or managed in an organized way.
Prerequisites and Setup Requirements
Before using the Payment Gateway, the following should be in place: - A commercial agreement with a payment service provider (such as an online payment company or bank) - Clarity on which payment methods the business will accept (for example, cards or online transfers) - Internal approval on how online payments should be reflected in business records and customer accounts
Once these prerequisites are met, the Payment Gateway can be defined in Dafater to represent that payment option.
Typical Workflow and Business Process Fit
A typical business flow involving the Payment Gateway looks like this:
1. The business sets up one or more Payment Gateway records for its approved payment providers
2. Customers choose an available payment option when settling an invoice or making a payment
3. The selected Payment Gateway processes the payment
4. Dafater recognizes the payment and marks the related transaction as paid or partially paid
5. Finance teams can track collections through each Payment Gateway for reporting and review
This ensures online payments are handled consistently alongside cash or bank payments.
Key Business Scenarios Where It Is Essential
The Payment Gateway is especially important in scenarios such as:
- Selling products or services online
- Collecting customer dues without physical interaction
- Offering multiple digital payment options to improve customer convenience
- Managing payments across different regions or customer segments
It supports faster collections, better customer experience, and reduced manual effort.
Important Considerations for Users
When working with the Payment Gateway, users should keep in mind:
- Each Payment Gateway should clearly represent a real, approved payment provider
- Only active and trusted payment options should be made available to customers
- Regularly review payment performance and reliability of each gateway
- Ensure customer communication clearly reflects which payment options are supported
Proper use of the Payment Gateway helps maintain financial accuracy, customer trust, and smooth payment operations within Dafater.
Basic Information
- Module: Payments
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| gateway | Gateway | Data | ✓ | - | Payment gateway provider used for processing customer payments. |
| gateway_settings | Gateway Settings | Link | DocType | Dafater DocType defining configuration for the selected payment gateway. | |
| gateway_controller | Gateway Controller | Dynamic Link | gateway_settings | Specific gateway controller record linked from selected gateway settings. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Payment Gateway Account | Linked from | Accounts |
| Web Form | Linked from | Website |