### **Key Features**

- **Embedded Checkout Experience**

The Paystand checkout is fully embedded in the Magento UI and can be customized to include your company’s logo and background color.
- **Flexible Payment Options**

It supports both zero-fee payment methods (bank transfers), credit card payments, and ACH. Customers can check out as guests or while logged into their accounts.
- **ERP Compatibility**

The integration supports syncing of Magento orders and Paystand payments with NetSuite for end-to-end ERP reconciliation (if applicable).
- **Real-Time Order Updates**

Orders in Magento automatically update upon successful payment. This relies on proper webhook configuration.
- **Webhooks Required**

Webhooks must be configured correctly in Paystand to ensure order statuses are updated in Magento. Without them, payment updates will not reflect in the store.
- **Fees Handling**

Payment processing fees are included in the Paystand transaction total and displayed in the Magento UI.
- **Payment Tokenization**

Magento integration supports storing payment methods as a logged in user.
- **Logged in and Guest users**

Supports two checkout experiences depending on whether your customer is logged into their store account or checking out as a guest. Each flow offers a slightly different set of features.

## Magento 2 Guide — Install & Configure Paystand Payment Gateway

This page explains how to install, configure, and operate the Paystand Magento 2 plugin, including webhook setup, Fees & Incentives configuration, and optional NetSuite reconciliation.

### **1\. Setup Requirements**

To implement the Paystand plugin, you will need:

- **Magento 2.4.x** (tested up to 2.4.7)

- **Paystand Account** with API access

- **Magento Developer** (Paystand does not install or host your Magento store)

- **NetSuite Account (Optional)** for ERP reconciliation

#### **Before You Begin**

- Ensure you have API keys from **Paystand Dashboard → API Configuration Values**

- Confirm you have SSH access to your Magento application

- Ensure Composer is available on your server

### **1) Install the module (run from Magento root)**

Run the following commands from your **Magento root directory**:

```auto
composer config repositories.paystand-magento2 git <https://github.com/paystand/paystand-magento2.git>
composer require paystand/paystandmagento:dev-master#3.6.1
composer update
php bin/magento setup:upgrade
```

### **2) Configure Paystand in Magento Admin**

1. Go to the **Magento Admin Panel** → **Stores → Configuration → Sales → Payment Methods → Paystand**

2. Enter your credentials (including the `publishable_key`) from the **Paystand Dashboard** → **API Configuration Values**
3. Click **Save Config**
4. **Flush Magento cache** (Admin: _System → Cache Management_ or CLI: `php bin/magento cache:flush`)

This enables Paystand as a payment method in your Magento checkout.

### **3) Enable a webhook event URL (payment status updates)**

Webhooks are mandatory for accurate order posting. Without them, Magento will not receive payment confirmations.

1. Locate your Magento 2 **base URL**
2. Use this webhook URL format:

```auto
https://{your magento base url}/paystandmagento/webhook/paystand
```

3. In Paystand Dashboard, go to **Webhook Event URLs** and click **Add a Webhook event URL**
4. Paste the URL (replace {your-magento-base-url} with your real domain) and click Save

When a payment succeeds, Paystand sends a webhook event that updates the corresponding Magento order.

### **4) Assign Convenience Fee / Incentive plan (Preset URL Key)**

If you use Paystand’s Fees & Incentives engine:

1. In Paystand Dashboard, copy your **Preset URL Key**

(Dashboard → _Fees & Incentives_)

2. In Magento Admin → Paystand configuration, paste it into:

**Checkout preset key**

3. Save configuration

This ensures Magento applies the correct incentives, surcharges, or method restrictions at checkout.

### **6\. Magento → Paystand Payment Flow**

#### **Base Checkout Flow (All Merchants)**

1. Customer begins checkout → Magento creates a **QuoteID**

2. Paystand embedded checkout renders

3. Customer completes payment

4. Paystand returns a **Payment Object**

5. Webhook fires → Magento updates the order status

This is the complete flow for merchants **not using NetSuite**.

### **7\. Optional: NetSuite ERP Reconciliation**

For merchants using Paystand + NetSuite integration, Magento is part of a larger financial workflow.

#### **Full ERP Flow**

1. Customer checks out in Magento

2. Paystand processes payment

3. Webhook updates Magento order

4. Magento pushes order + payment to NetSuite

5. NetSuite:

- Creates Sales Order

- Applies Payment

- Posts Deposit

#### **API Used for Payment Application**

```auto
POST https://api.paystand.com/v3/netsuites/apply-payment/public
```

Required fields include:

- Payment ID

- Invoice or Sales Order ID

- Amount

- Currency

- Customer identifiers

The NetSuite record must exist before a payment can be applied.

### **8\. Troubleshooting & Common Misconfigurations**

| Symptom | Likely Cause | Fix |
| --- | --- | --- |
| Orders stay in “Pending Payment” | Webhook not configured or failing | Verify webhook URL & response codes |
| Fees not showing in Magento | Missing preset key | Add **Checkout preset key** |
| Checkout not loading | Incorrect API credentials | Re-enter keys in admin |
| Payments not posting to NetSuite | Missing ERP mapping fields | Validate ERP field mappings |

[Prev](https://support.paystand.com/hc/en-us/articles/37691890953115-Implementation-Overview "Implementation Overview") Next

#### Table of contents

Magento Plugin Overview & Implementation

- [Magento Plugin Overview & Implementation](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#magento-plugin-overview-implementation-0-0)
- [Key Features](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01JVQT5YEGMVK7E9W3VD1E0C90)
- [Magento 2 Guide — Install & Configure Paystand Payment Gateway](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01JVQT88DV0WHQ36NPW2RHZNZ5)
- [1\. Setup Requirements](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06BDG16TEXXG6YDW7B48J5)
- [Before You Begin](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06BDGB6FA458P5CTKN9A9A)
- [1) Install the module (run from Magento root)](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06CENA5MX856YC6QARGVWG)
- [2) Configure Paystand in Magento Admin](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06CENE2EX8W6KMMM2Y9RNK)
- [3) Enable a webhook event URL (payment status updates)](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06Q1ZCCBSC759V4FNZZVGW)
- [4) Assign Convenience Fee / Incentive plan (Preset URL Key)](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06M8TFMN3P5PVBS9Y9NZ2B)
- [6\. Magento → Paystand Payment Flow](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06N0DH6DPRDKDRB3FR4TRH)
- [Base Checkout Flow (All Merchants)](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06N0DJ4JMZVG9R51DV7BQ3)
- [7\. Optional: NetSuite ERP Reconciliation](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06NG2VFS8VHTASYTC5T0PW)
- [Full ERP Flow](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06NG2XQBPM4WP1V2VCS955)
- [API Used for Payment Application](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06NG34F5FT1F8XHT8P5AZ7)
- [8\. Troubleshooting & Common Misconfigurations](https://support.paystand.com/hc/en-us/articles/37199081684251-Magento-Plugin-Overview-Implementation#h_01KC06NWW8JHE3JT0Z2V84917G)