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PostFinance Checkout Documentation

website·Indexed 30 days ago

https://pf-whitelabel-documentation.staging-wallee.com

Documentation for integrating PostFinance payment processing, featuring plugins for Magento 2, Shopware 6, and OpenCart, as well as developer resources for SoftPOS on Android including the Terminal API.

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What's inside PostFinance Checkout

  1. Overview of wallee join partner platform

    wallee join is a partner platform for integrated payments designed for affiliates, agencies, system integrators, SaaS platforms, and Independent Software Vendors (ISVs). It allows partners to embed payment acceptance (e-commerce checkouts, POS terminals, unattended payments) into their products and monetize transactions via revenue sharing or markups. wallee acts as the regulated entity, handling KYC, AML, PSD2 compliance, risk, and chargeback management.

  2. Overview of the Merchant Applications API

    The Merchant Applications API manages the onboarding process for merchants, capturing KYC data including company details, legal forms, beneficial owners, bank details, and product/pricing context. Applications are structured into steps that can be updated individually and conclude with a legal confirmation via a hosted submission flow.

    Base Path: /api/v2.0/onboarding/merchant-applications Required Permission: JOIN_PROGRAM_ACCESS

  3. Overview of PostFinance Checkout Payment Links

    Payment links allow merchants to collect payments without a backend system or e-commerce platform. A link is created in the PostFinance space, and customers complete the payment on a hosted page. There are two primary usage modes:

    1. Fixed Configuration: Currency, payment methods, validity, and amount are fixed within the link settings. The merchant simply shares the URL or QR code.
    2. Dynamic Form: A lightweight HTML form on the merchant's website passes billing addresses, line items, or amounts to the payment link via GET or POST requests.

  4. Overview of PostFinance Checkout for Shopware 6

    The PostFinance Checkout plugin for Shopware 6 integrates payment processing into a Shopware store. It supports customer payments via iFrame, lightbox, or hosted payment pages. Administrative tasks such as capturing, voiding, and refunding payments are managed directly from the Shopware backend. Payment methods are configured centrally in the PostFinance space and synchronized to Shopware, allowing new payment methods to be added without modifying the shop configuration.

  5. Overview of Pingen Print integration

    Pingen Print is a cloud-based printing and mailing service integrated with the wallee platform. It automates the PDF printing and postal dispatch of invoices, reminders, and packing slips. Printing jobs are triggered via web requests to supported providers based on document type or connector configurations. Key capabilities include seamless integration with pingen.com, connector-level printer assignment, automatic triggering based on transaction states (e.g., 'Completed' or 'Fulfill'), and built-in retry logic for failed jobs.

  6. Overview of Wallee In-Store Payments

    Wallee In-Store Payments allow merchants to accept card payments at the Point of Sale (POS) using terminals connected either locally or via the cloud. The system supports Chip & PIN, NFC, and contactless payments. It includes built-in security features such as tamper protection and stolen device protection, and supports automatic firmware updates.

  7. Overview of Peppershop integration for PostFinance Checkout

    Peppershop is a Swiss online store system that integrates with PostFinance Checkout terminals. It supports an omnichannel setup, allowing merchants to run an online store and process in-store sales via a connected Point of Sale (POS). This is a partner-built plugin, meaning the extension is developed and maintained by Peppershop, while payment processing and transaction management are handled by PostFinance Checkout.

  8. Overview of wallee SoftPOS for Android

    wallee SoftPOS allows developers to turn a standard Android device into a card payment terminal without additional hardware. The integration is implemented via the Terminal API, an Android library that provides a Kotlin coroutine and Java callback API. The SDK interacts with the on-device SoftPOS service and organizes operations into four primary domains: payments, configuration, batch, and identification.

  9. Overview of PostFinance Checkout hospitality integrations

    PostFinance Checkout provides an omni-channel payment solution for the hospitality industry, connecting e-commerce channels, in-person POS payments, and tokenized transactions. This allows for a unified guest experience across booking, on-site spending (restaurants, bars), and post-stay charges, resulting in consistent reporting and a single reconciliation process.

  10. Overview of ReconHub payment reconciliation

    ReconHub is an automated payment reconciliation platform by Abrantix integrated with PostFinance Checkout. It aggregates transaction and financial data from multiple sales channels (POS, e-commerce, marketplaces), processors, and banks to streamline matching and ensure compliant financial closings. Key capabilities include:

    • All-Channel Reconciliation: Matches data per transaction across various payment types and currencies.
    • Exception Handling: Uses a rules engine to detect and flag mismatches for review.
    • Ledger Posting: Exports matched payments as accounting entries into ERP systems like SAP, Sage, Abacus, and MS Dynamics.
    • Analytics: Provides insights into fee structures, cash flow, and payment performance.
    • Integration: Connects via API or batch files (CSV, XML, JSON, Excel, SFTP).

  12. Overview of Analytics capabilities

    Analytics allows you to query payment data using PrestoDB SQL to create custom reports. Key capabilities include:

    • SQL Querying: Write queries against tables and views based on your user permissions.
    • CSV Export: Download query results as CSV files for use in Excel or BI tools.
    • Scheduling: Automate queries to run daily (on specific weekdays) or monthly (with last-day-of-month fallback).
    • Automated Delivery: Push results to an SFTP server automatically.
    • API Access: Submit, poll, fetch, and cancel queries via the REST API.