Ordway is introducing a streamlined 3-step Express Checkout process tailored for businesses that have their service plans and offerings listed on their website. This solution is designed for customers seeking a straightforward method to seamlessly create subscriptions within their billing system and capture payment information.

The Express Checkout process involves an intuitive iframe integration, requiring minimal fields to initiate a subscription. However, it also offers extensive customization options allowing businesses to tailor the Checkout experience to their specific needs.

How it Works

Once enabled by the Ordway Customer Success Team, users will discover a new addition in their settings, similar to the Customer Portal, titled SSP. Customers can effortlessly configure settings within Ordway and access the provided iframe code. Embedding this iframe onto a website enables a seamless payment collection and subscription creation experience for end customers.

Enable Self Service Checkout

Reach out to the Customer Success or Sales Teams to enable this feature for your company.

Configurations

Configure Express Checkout to better meet the demands of your business.

Complete the following steps to configure Express Checkout.

Steps:

Navigate to Menu > Setup > SSP Portal.
Available configurations for Express Checkout:

Primary Color: Select the color of the iframe to embed on your website. Change the color accordingly to match your website so that it looks completely embossed with your current color scheme and aesthetics.
Payment Gateway: As of now, the Express Checkout feature supports Stripe as a payment gateway. Select the payment gateway to process payments in case you have multiple Stripe gateways.
Frame Width and Height: Determine the height and width of the iframe component to embed to your website. Minimum values should be 1100px wide and 800px in height for optimal user experience.
Label Localization: Customize the name of each button in the checkout. We allow customers to customize each button to suit their business needs. You can also have them in different languages.

Website Integration

Copy the code shown from your settings page. This can be embedded in an Iframe with two different view options:

1. A separate page with the whole page being the Payment Collection page.
2. Recommended: A modal (container) on the web page to keep the user on the same page and not redirect to a different page.

Screenshot 2024-05-29 at 8.12.19 AM.png
Fields Available in the Iframe to Customize:

Field Name	IFrame Field	Description	Mandatory	Default Value
Customer Name	customer_name		Yes
Email	email	Customer_email	Yes
Service Start	service_start_date	Subscription Start Date	No	Today
Trial	trial	Trial Allowed or Not	No	No
Trial Days	trial_days	Number of Trial Days	No
Contract Term	contract_term	Contract Length	No	Evergreen
Auto Renew	auto_renew		No	No
Renewal Term	renewal_term	Renewal Length	No	Contract Term
Return URL	return_url	Return URL After completion	Yes

PLAN LEVEL DATA
Plan ID	plan_id	Plan Identifier for Ordway	Yes
Plan Quantity	quantity	Plan Quantity	No	1

CUSTOM FIELD DATA

Example Data:

{

  "customer_name": "John Doe",

  "email": "test@ordwaylabs.com",

  "service_start_date": "",

  "plans": [

    {

      "plan_id": "PLN-00001",

      "quantity": 2

    }

  ],

  "return_url": "https://staging.ordwaylabs.com"

}

Iframe Flow

As soon as the iframe starts, the page/modal displays:
Plan details display on the left side of the screen. Option exists to increase or decrease the charge quantities from the modal.
When a customer already exists, shipping details are automatically fetched. For new customers, populate shipping details.
Click Next to continue.
The payment method selection screen displays:
This page shows the already saved credit card for payments, or allows the addition of new credit cards to continue with the payment.
Once this step is completed, click Next to complete the payment and purchase experience and be redirected to the URL provided in the iframe.
This page is the confirmation page which shows the following information:
- Payment Method selected
- Billing Details
- Contact Details
- Payable Amount
- Recurring Subscription Amount
Once Pay is clicked, it will charge the credit card and the subscription is activated.
A confirmation is displayed upon successful payment and the subscription is activated.
With the return URL provided, user can navigate back to the URL after successful completion of the purchase.