# Easy Pay Direct

> Connect Easy Pay Direct — the security keys and webhook signing key from the merchant portal, the card form buyers see, and what to handle in the portal.

Source: https://support.estage.com/commerce-payments-easy-pay-direct
Part of the ESTAGE Support help center (https://support.estage.com). Full knowledge base: https://support.estage.com/llms-full.txt

---

**Easy Pay Direct** charges cards entered in a card form on your page — on order forms, paid
meetings and the online store — through your own Easy Pay Direct merchant account.

| Where | What Easy Pay Direct does |
| --- | --- |
| **[Order forms](https://support.estage.com/order-forms)** | One-time products, subscriptions, free trials and coupons. Buyers see it as **Card**, with card number, expiry and CVV fields. |
| **[Paid meetings](https://support.estage.com/rooms-meeting-booking)** | The booking is paid on the page. A cancelled booking is flagged **Refund by hand**, and you refund it in the merchant portal. |
| **[Online store](https://support.estage.com/store)** | The storefront checkout. |

## Before you start

- **An Easy Pay Direct merchant account** with access to its merchant portal.
- **Testing.** ESTAGE has no separate test connection for Easy Pay Direct. Ask Easy Pay Direct
  whether your account can run test transactions, or make a small real purchase and refund it in
  the portal.
- **Business Details.** Easy Pay Direct can't be ticked on an order form until every required
  field in [Business Details](https://support.estage.com/project-settings-business-details) is saved.

## Getting your keys

ESTAGE asks for three values from the merchant portal:

| In ESTAGE | In the merchant portal |
| --- | --- |
| **Private Security Key** | A security key you create for API access |
| **Public Security Key** | A public security key |
| **Webhook Signing Key** | The signing key shown in the portal's webhook settings |

1. Sign in to the Easy Pay Direct merchant portal and open the security keys settings.
2. Create a private key with API permission and copy it.
3. Create or copy a public key and copy it.
4. Open the webhook settings and copy the signing key.

The portal's menus depend on your account. If you can't find a key, ask Easy Pay Direct support
for "a private API security key, a public security key and the webhook signing key".

## Connecting Easy Pay Direct

1. In Genesis, open **Settings → Payment Processing**.
2. On the **Easy Pay Direct** card, select **Connect**.
3. Paste the **Private Security Key**, the **Public Security Key** and the **Webhook Signing
   Key**.
4. Select **Connect My Account**.

*Easy Pay Direct connected* appears and the card shows **ACTIVE**. ESTAGE saves the keys without
checking them with Easy Pay Direct, so a wrong key shows up only when a buyer tries to pay — make
a purchase right after connecting.

From your CRM it's the same: **Settings → Payments**, **Connect** on Easy Pay Direct, the same
fields, then **Connect**.

## Webhooks

There's no webhook to add in the portal. ESTAGE doesn't receive events from Easy Pay Direct, so
changes you make in the merchant portal — a refund, a cancelled subscription — aren't sent to
ESTAGE, and the order and the access it granted stay as they were. When you refund or cancel
there:

- if the access should end now, remove it on the buyer's
  [contact record](https://support.estage.com/crm-contacts#the-contact-record) in the CRM;
- for a store order, select **Record a refund** on the order — see
  [Refunds and cancelling](https://support.estage.com/store-orders#refunds-and-cancelling).

## Turning Easy Pay Direct on for products

1. In the CRM, open **Products** and then the product.
2. On the **Pricing** tab, add **Easy Pay Direct** under **Payment providers**.
3. Pick the price and currency, then select **Update**. For a monthly or annual product, saving
   creates its plan in your Easy Pay Direct account.
4. In the [order form](https://support.estage.com/order-forms-configuring), tick **Easy Pay Direct** in step 2.

Easy Pay Direct can charge in **AUD, CAD, CHF, DKK, EUR, GBP, NOK, NZD, PLN, SEK** and **USD**.
With other providers chosen too, the **Currency** menu keeps only the currencies they all share.

## Going live and switching accounts

1. Connect Easy Pay Direct and turn it on for an inexpensive product.
2. On your published site, buy it with a real card.
3. Check the order in the CRM under **Orders**, then refund the payment in the merchant portal.

To move to another merchant account, disconnect Easy Pay Direct, connect it with the new keys,
then add **Easy Pay Direct** back under **Payment providers** on each product and select
**Update** — subscription plans are created in the new account when you save.

## Things worth knowing

- **Buyers stay on your page.** They type their card into the form there; there's no pop-up or
  redirect.
- **Paid bookings aren't refunded automatically.** Cancelling one flags it **Refund by hand** in
  [Bookings](https://support.estage.com/crm-bookings#acting-on-a-booking); refund it in the merchant portal.

Related: [Payment Processing](https://support.estage.com/commerce-payments) · [What your buyers see](https://support.estage.com/order-forms-buyer-experience)