Step 1 / 7
Choose the merchant and system
Sign in and select an authorized merchant. Choose native PayFlow (Classic or Pro V7) or the separate Stripe Adapter V4.
PayOptimum · Step-by-step
How to do.
Configure all five modules, customize templates and prepare payments with a clear setup from first settings to LIVE readiness checks.
Step 2 / 7
Configure your branding
Classic keeps its independent design. In Pro V7, use Aurora Dark, Emerald and the existing V7 appearance settings.
Step 3 / 7
Create and save templates
Use Templates & Campaigns to save Checkout, Billing Portal, Receipt, Invoice and Email templates, assign an event and language. Drafts do not trigger actions.
Step 4 / 7
Configure senders and recipients
Set sender and reply-to, create audiences and add consented contacts with their names, salutation and language.
Step 5 / 7
Choose the subscription and test
Choose a PayOptimum plan and review its price. Requests do not collect card details or activate paid access.
Step 6 / 7
Check LIVE readiness
Verify merchant identity, separate processor credentials, recurring consent, 3DS, signed webhooks, anti-replay and isolation tests.
Step 7 / 7
Validate payment, receipt and invoice
Signed and reconciled processor confirmation must precede a paid entitlement, paid receipt or automated message.
Event triggers
Connect a template to an event
Event associations can be saved as settings. Real automatic dispatch stays disabled until provider connection and event signature are verified.
| Event | Module | Use |
|---|---|---|
| checkout_started | Checkout | Début du checkout |
| subscription_started | Billing Portal | Abonnement vérifié |
| payment_confirmed | Receipt | Paiement confirmé par le processeur |
| invoice_created | Invoice | Facture créée |
| payment_failed | Paiement refusé | |
| renewal_reminder | Rappel de renouvellement | |
| subscription_canceled | Billing Portal | Résiliation confirmée |
Need the complete overview?
How it works · API docs · PayOptimum