Gateways & Rules

In this section, you can manage your payment defaults, gateways, and rules. In many cases, this section will already be configured for you by your Customer Success Manager when you create your account.

Your Payment Defaults include your default currency and default payment method for your payments. You can change your Default Payment Method by selecting the payment method you want from the Default Payment Method dropdown.

As of 2022, Sertifi supports the following currencies:

United States dollar (USD)
Australian dollar (AUD)
Canadian dollar (CAD)
Swiss franc (CHF)
Danish krone (DKK)
Euro (EUR)
British pound (GBP)
Indian rupee (INR)
Japanese yen (JPY)
Norwegian krone (NOK)
New Zealand dollar (NZD)
Polish zloty (PLN)
Swedish krona (SEK)
South African rand (ZAR)

Gateway Configuration

The Gateway section provides a table of the payment gateways you enable for your portal. You can select which payment forms you want to accept. Once you enable a payment gateway for your account, click Add Gateway and select the gateway from the dropdown list. Then, select CC or ACH, depending on the types of payments you want to accept for that gateway. For more information about payment gateways, see Sertifi Payment Gateways.

You can click on a gateway name to configure that gateway to accept payments and authorizations.