Profiles
What is a profile?
At fumopay each business needs at least one profile. A profile can be used however you want as long as it has an associated bank account and risk address. You can use the same bank account and address for multiple profiles.
Here are some examples of how you can use profiles.
Multiple Stores
You can set up a profile for each store that your business has even if they use the same bank account. This will allow you to separate the sales in fumopay.
Invoice Tracking
Set up one profile for taking payments from customers and then set up a separate profile which you connect to Xero for getting invoices paid from your business customers.
Campaign Management
You could set up a profile for a team that is selling your product at a convention to track the sales at the event.
Online channels
Online profiles are useful such as when using our WooCommerce plugin as there would be advanced settings needed which you want to keep separate from your normal payment profile.
Managing a profile
Before you can place a transaction you first need to create a profile on the fumo business portal. Go to the business site and login to your account. If you don't have an account please follow the steps here.
Next you need to select Profiles from the left hand navigation. This will present you with a list of profiles associated with your business account. If you don't have a profile listed, go ahead and click Add to create a new profile. You will now be presented with the profile screen.
Enter a name for your profile, pick a bank account, pick an address and press Save.
Follow the below links for more information on each section.
Details
Setup the way your profile will behave. Unless you have a complex integration this can stay as is.
Security
Manage your profile's public and secret keys. Unless it's deemed necessary to change, this can stay as is.
Accounts
Manage associated bank account.
Addresses
Manage associated risk address.
QR & Link
Manage QR codes and payment links
Integrations
We currently support linking your profile to a Xero account.
Links
| Environment | Link |
|---|---|
| Live | https://merchant.fumopay.app |
| Test | https://merchant.fumopay.dev |