Feature Overview
The TreezPay eCommerce widget enables compliant, card-not-present (CNP) payment acceptance directly within the Treez eCommerce checkout. This self-contained SDK renders a flexible, provider-agnostic payment experience while maintaining seamless interoperability with the TreezPay gateway and Sell Treez POS. It allows retailers to unify their online payments under a single integration, eliminating the need for disparate app-based workflows or one-off processor setups.
Why Use TreezPay Widget?
One Widget for all Providers - Access to any approved card not present provider under the TreezPay umbrella (current & future) without the need for additional eCommerce configuration.
Unified Payment UX/UI – All enabled processors surface through a single embedded UI in eCommerce, reducing friction through a consistent checkout experience.
Multi-Processor Support – Organizations can support different providers per store or multiple modalities simultaneously.
Guest Checkout – Allows integrated payment usage even with anonymous checkout.
Simplified Configuration – Simplified configuration in eCommerce that leverages centralized configuration in your TreezPay Portal
Enhanced mobile supportability – Handles known redirect and popup blockers gracefully with clear UX cues, and provides seamless fallback to other methods.
Clean & Consistent Reporting – Payments are originated and managed by the TreezPay service providing several new reconciliation benefits and full visibility into the payment lifecycle.
Implementation Guide
The below pre-conditions and configuration steps will outline the necessary requirements and configurations to get you started with the TreezPay x Treez eCommerce payment widget.
Pre-Conditions
Retailer must be approved for at least one card-not-present payment provider.
Retailer must already be onboarded to Treez eCommerce.
Entity ID must be collected and used in TreezPay application configuration (temporary).
Admin user must have full TreezPay permissions within the linked SellTreez organization.
Configuration Steps
1. Install TreezPay App in eComm Admin
Navigate to Admin Dashboard → Install Apps
Locate and install the TreezPay App
If Stronghold or Aeropay is already installed directly, uninstall to avoid duplicate buttons
2. Add Credentials Entity Credentials in TreezPay App
Navigate to Settings → TreezPay App → Add Credentials
Provide:
Store Provider ID
Entity ID (provided by Treez // temporary step)
TreezPay Permissioned User's Username & Password
Save
Note: entityId can be any number and will soon be removed as a config requirement
3. Configure Payment Providers: ACH
Go to TreezPay Portal → Payment Configuration
Navigate to “integrated ACH”
Select provider from dropdown
For each ACH provider (e.g., Stronghold, Aeropay):
Input auth credentials (provisioned by provider)
Enable “Instore ACH” (misleading flag alert – actually enables all SDK flows currently. To be addressed in channel refactor effort)
Save
Notes:
ACH Convenience fees:
For Aeropay, a fee can be added in TreezPay Portal > Provider Configuration with fees being applied only on capture.
Pro-tip: Shop should surface convenience fees applied upon pickup or delivery in the eComm checkout page.
For Stronghold, fees are enabled by the Stronghold team
ACH Tipping:
For AeroPay, tipping is enabled by the AeroPay team
For Stronghold, tipping can be enabled in the TreezPay Portal > Provider Configuration
4. Configure Payment Providers: Cards
Go to TreezPay Portal → Payment Configuration
Navigate to Integrated {Card Type}
Select provider from dropdown
For each card provider (e.g., Stronghold, Aeropay):
Input auth credentials (provisioned by provider)
Enable “Enabled eCommerce ”
Enable delivery modality (E.g. SMS or re-direct)
Save
Notes:
Payment delivery is dependent on the provider. Some providers only allow SMS paylink delivery while others support redirect optionality
For Cards, Tips & Fees are both functions established on the provider side. If enabled, these values will be logged in Sell Treez Payment reports and TreezPay Portal reports
Payment Flows
Upon successful configuration, it is best practice to run through a few test transactions to familiarize yourself with the customer experience and downstream POS workflows. See below for a general overview and important callouts for both ACH and Card type payment flows initiated through the TreezPay widget.
Perform “Pay by Bank” (ACH)
Add an item to the cart && navigate to checkout
Upon entering checkout, if configured correctly, notice “Pay by Bank” directly below the cart total on the right
IF only ACH providers are enabled THEN the provider(s) will automatically surface with the dropdown already open
ELSE select the “Pay by Bank” dropdown to view the available ACH providers
Select provider to initiate payment auto-redirect in a new page
The checkout page will now be locked with a message to perform payment. This can be closed out at anytime.
Select bank account, add tip (if enabled or applicable), submit payment
Upon successful submission, the ACH provider page will automatically close and the user will be re-directed back to eCommerce order success screen
On the eCommerce order success screen take note of the Treez order number
Navigate to SellTreez POS > Retail > Fulfillment
Ensure the ACH order is present on the fulfillment board as “AUTHORIZED”
Notes:
First time ACH users will need to link a bank account to perform payment. This is a one-time setup. Upon bank linking in the ACH application the user will automatically be put back into the payment flow
ACH provides a dual message or “auth/capture” flow. This allows for increased flexibility where orders are not captured (debited from customer) until the order is deemed ready to be delivered or picked up
While in “AUTHORIZED” status, an oder can be canceled without debiting the customer
Orders that have already been captured can be refunded programatically to ACH in POS > recent receipts > refund to ACH (requires permission)
Perform “Pay by Card”
Add item to the cart and navigate to checkout
Upon entering checkout, if configured correctly, notice “Pay by Card” directly below the cart total on the right
IF only Card providers are enabled THEN the provider(s) will automatically surface with the dropdown already open
ELSE select the “Pay by Card” dropdown to view the available card providers
Select provider to initiate payment redirect or push SMS (delivery method based on provider)
The checkout page will now be locked with a message to perform payment. This can be closed out at anytime.
Move forward with card payment on mobile (SMS) or via provider re-direct
Upon submission, the provider page will automatically close (redirect flow) & eComm checkout page will render order success screen
Take note of the Treez order number and once again navigate back to SellTreez > Retail > Fulfillment
Ensure the order is in a “PAID” status
Notes:
Unlike ACH which supports auth/capture, card payments are final after submission. As such, these are immediately flagged “PAID” in POS
“PAID” order are immutable and cannot be canceled
At the time of this writing, card providers do not offer a programatic way to refund back to cards
If a refund is necessary, the SOP is to refund the customer back to cash
While some states allow anonymous checkout, card providers tend to have strict Know Your Customer (KYC) policies requiring customer info to initiate a payment
If required, a customer can add this data directly on the checkout page without having to create a profile
Support Resources
If interested in getting started with TreezPay eComm Widget, want to learn more about TreezPay in general, or simply want to discuss if the pay widget is a good fit for you, please see the following support resources below.