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Get started - Step 2: Activate payments
Getting started with Octany in five steps:
1. Sign up for Octany ✅
2. Choose payment method and get started with the agreements you want 👈 We are here now!
3. Set logo, terms, and colors
4. Create the products you want
5. Add Octany to your page
2. Choose payment methods and get started with the agreements you want
We collect your agreements
Octany connects the agreements you already have and the ones you just acquired, so that you have all your donors or subscribers gathered in one place.
Activate the payment methods you want
Think of Octany as a conductor. Only acquire the agreements you need. We support card payments, Autogiro, Swish, and invoices. See further to get started with each payment method.
Get started quickly
Quickly get started by only activating Card Payments right now and activate other payment methods later.
Activate Card Payments
Card payments are the fastest to get started with. It only takes a few minutes until you are up and running.
Go to Settings and then Card via Stripe
Activate Stripe
Then follow the flow on the screen. Here is a guide for each step in the flow: https://support.octany.se/article/174-kom-igang-med-kortbetalningar
Then log in to your account at Stripe and change these settings:
1) Go to Settings
2) Go to Subscription and Email
3) Change "Subscription Status" to "Mark as unpaid"
4) Save
These settings enable that if a number of payment attempts have been made and failed, the subscription will not be canceled but left as unpaid. This allows the subscription to be activated again with a new charge if desired.
Activate Swish
To be able to receive Swish payments online, Swish for Commerce is needed. It is a special agreement that differs from Swish Business. If you are unsure about which agreement you have today, you can call your bank and ask.
The bank adds Octany as a technical provider in your Swish Commerce agreement
Ask your bank representative to add Octany as a technical provider in your Swish agreement. Octany is listed as a technical provider in the list that your bank representative has access to. The list is available at all banks that provide Swish.
Our TL number is: 9871606902 which may be good for your representative to have.
When your agreement is ready, email us your organization number and your number for Swish. Then we will have access to your account from your representative. We will then match your organization number and Swish number and activate the connection that matches yours. After that, we will email you and inform you that Swish is active in your account.
Activate invoices
Octany has a smooth connection to Fortnox, which allows Octany to automatically create your customer invoices in Fortnox. If you want, Octany can also automatically send invoices via email and automatically post the invoices when they are created.
To use invoices via Octany, you need to have Fortnox Invoicing. Check if you have Fortnox Invoicing in your package from Fortnox. Otherwise, you need to order it here.
Go to Settings and then Invoice via Fortnox
Connect to Fortnox
Log in to your Fortnox account
Octany will then automatically retrieve your accounts. Check that everything is correct and approve the connection.
When the connection is active, a new customer will be automatically created in the customer register, and then a supplier invoice will be created as soon as a purchase is made.
Activate Autogiro
Octany's Autogiro is completely digital, meaning that both you and your donors avoid handling paper forms.
To activate Autogiro, go to Settings > Autogiro
Enter first name, last name, email address, your company address, and your Bankgiro number. Accept the terms and click 'Save'.
After the above information is filled in, you will see a file you can download to send to your bank representative in preparation for creating your Autogiro agreement.
The bank will then add Billecta as a service agency in your agreement. Once the agreement is ready, you can fill in your Autogiro customer number in Octany under Settings > Autogiro. Then Autogiro is running!