02 Technical settings
The Platform menu item within the Configuration App contains the settings for the backend infrastructure that orchestrates all subscription processes in keylight and across systems.
Before you begin
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Make sure you have gone through Fundamental configurations, as the tasks in the upcoming chapters rely on the information configured in the previous chapter.
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Navigate to Platform in the top menu bar in the Configuration App. The tasks in this chapter are as follows:
Configure a payment integration
*This task is not required if your business only offers manual invoices as a payment option for the customer.
During this step, you will configure a customer-facing interface for the checkout process. This interface will collect payment information from customers and facilitate the processing of payments through a payments service provider. keylight integrates with multiple payments solutions, ensuring that you can offer a diverse range of payment methods to provide your customers with an optimal checkout experience.
To configure a payment integration:
- Navigate to Platform > Integrations.
- Click Create New.
- Enter a Name that describes this integration.
- From the Type drop-down list, select the payment solution of your choice.
- Enter the prescribed information required by your payment solution. In most cases, you can access the information in the merchant account of your payment solution.
- Check the Sandbox checkbox, if you're connecting keylight to the sandbox of your payments solution.
- Click Create.
Learn more about payment integrations.
Configure a number generation rule
Number generation rules allow you to configure how numeric attributes are generated and assigned in keylight. You can use these rules and the automatically generated numbers to keep track of various objects such as orders, accounts, and invoices, journal entry, and payment transactions.
To configure a number generation rule:
- Navigate to Platform > Number Generations.
- Click Create New.
- Enter a Name that describes the number to be generated automatically. For example, "Invoice Number", "Quote Number", or "Account Number".
- Select the Object Type.
- Select a number generation rule from the Type drop-down list. For example, select Counter and enter a Counter Length of "5".
- Check the Active checkbox.
- Once you’re done, click Create.