Payment Automation  

New Payment gateway set up feature for Web/Customer Apps:

We are excited to announce that our platform has introduced a new feature allowing users to add and manage payment gateways for their forms. Users can now select from the following payment gateways :

i) Stripe ii) Lahza iii) Cash iv) Wallet.

Key Benefits:

• Self-Service Management: This feature enables clients to independently change or update their payment method details without needing to contact support. It puts control in the hands of the users, streamlining the process and reducing the dependency on customer service for routine updates.

• Flexibility: By offering multiple payment options, we provide users with greater flexibility and convenience. This diversity ensures that users can select the payment method that best suits their needs and preferences, enhancing their overall experience.

• Ease of Use: The process of adding or updating payment methods is designed to be simple and user-friendly. With clear instructions and intuitive navigation, users can quickly set up their preferred payment methods without any hassle.

The setup process is straightforward and can be completed in just a few minutes. Here’s a step-by-step guide:

1. Login to your Tookan account.

2. From the side menu bar, click on settings and go to the template screen.

3. Add/Select any template for which you want to implement the pricing.
   
   
   
   
4. Click on Get template fields for customer web apps. This will add the default fields to the template that is required for the pricing in  customer/web apps. Make sure the “Task pricing and Agent earning extension” is activated for your account.
   
   
5. Now click on the save button and then edit the same template. Select Task pricing and agent earning section and make the pricing rule accordingly. Make sure that “Enable pricing for customer application” toggle is on.
   
   

6.  Pricing setup for that template is done and it will calculate the pricing as per the pricing rule attached to the template in the web/customer app.

To set up the payment gateway for the web or customer app, simply follow these steps:

1. From the settings panel, go to the web app editor.
   
   
   
2. Here you can see the Payment gateways available in the bottom right.
   
3. To set up the payment gateway, click on the icon and enter the required fields. Select the currency for the gateway. Please note that the currency should be consistent within the form.
   
   

4. Click on the save button. Now the payment gateway is integrated with your web/customer app. We can also set up different payment methods for the offerings.