Boleto Bancário (Boleto) is a popular payment method in Brazil, allowing customers to generate and pay invoices through banks, ATMs, or online banking. Integrating Boleto into your online store is an excellent way to cater to Brazilian customers.
Here’s a step-by-step guide to enable and configure Boleto using OzSpeed hPanel:
Step 1: Set Up a Boleto Payment Account #
- Partner with a payment gateway that supports Boleto transactions (e.g., Stripe, PagSeguro, or Mercado Pago).
- Sign up for an account and provide the required business documentation:
- Business name, tax ID (CNPJ or CPF), and contact details.
- Banking details for payment settlements.
- Once approved, you will receive API credentials to integrate Boleto.
Step 2: Log in to OzSpeed hPanel #
- Visit OzSpeed hPanel.
- Enter your credentials and log in.
- Navigate to Online Store > Payment Settings.
Step 3: Enable Boleto #
- In the Payment Methods section, click Add Payment Method.
- Select Boleto from the list of available options.
- Enter the necessary credentials:
- Merchant ID: Provided by your payment gateway.
- API Key/Secret: Credentials for secure integration.
Step 4: Configure Payment Settings #
- Define the Payment Regions:
- Set Boleto to be available for customers in Brazil.
- Enable Currency Support:
- Boleto transactions are typically processed in BRL (Brazilian Real).
- Add a Payment Deadline:
- Specify how many days customers have to pay their Boleto invoice (e.g., 3 or 7 days).
- Save the changes.
Step 5: Customize Boleto Checkout Process #
- In Checkout Settings, ensure the following fields are enabled:
- CPF/CNPJ: Required for issuing Boletos in Brazil.
- Email Address: For sending the Boleto invoice and payment confirmation.
- Add clear instructions at checkout on how customers can pay using Boleto.
Step 6: Test the Boleto Integration #
- Enable Test Mode in your payment gateway.
- Simulate a purchase on your storefront:
- Add a product to the cart and proceed to checkout.
- Select Boleto as the payment method.
- Generate a test Boleto invoice and verify that it displays correctly.
- Confirm that the test payment status updates in the Orders section of hPanel.
Step 7: Enable Live Transactions #
- Disable Test Mode in both hPanel and your payment gateway account.
- Save the changes to start accepting real Boleto payments.
Step 8: Monitor Boleto Payments #
- Log in to your payment gateway dashboard to:
- View pending and completed payments.
- Reconcile settlements to your bank account.
- Update the order status in hPanel as payments are confirmed.
Troubleshooting Tips #
- Boleto Not Available at Checkout:
- Verify that Boleto is enabled in Payment Settings.
- Ensure the customer’s region is set to Brazil.
- Incorrect or Missing Fields:
- Ensure CPF/CNPJ and email fields are correctly configured in checkout settings.
- Confirm that your payment gateway supports the required data fields.
- Delayed Payment Confirmations:
- Note that Boleto payments may take 1-3 business days to confirm.
- Inform customers of the expected delay during checkout.
Additional Tips: #
- Highlight Availability: Display the Boleto logo on your checkout page to inform customers about the payment option.
- Localized Experience: Offer your website in Portuguese and display prices in BRL for Brazilian customers.
- Set Reminders: Send email reminders to customers about pending Boleto payments to encourage timely processing.