PTS - Payment Adjustments

What is PTS - Payment Adjustments?

PTS - Payment Adjustments is a module for PrestaShop that lets you add surcharges or discounts based on the payment method the customer chooses at checkout. Each rule is configured per currency, so you decide which adjustment applies depending on the order currency.

As soon as the customer chooses the payment method, the surcharge or discount is added to the cart total, before payment. This way, the payment gateway charges the final amount directly. In the cart summary the surcharge appears as a "Payment fee" line and the discount as "Payment discount", translated into the customer's language. The "Payment fee" line has its own image, does not show the buttons to remove it or change its quantity and, on PrestaShop 8 and 9, does not count as one more item in the cart.

• If the customer changes the cart after choosing the payment method (adds or removes products, changes quantities), the adjustment is recalculated automatically.
• If the cart goes more than one hour without changes, the adjustment expires and is removed; it is applied again when the customer chooses the payment method again.
• The pay button waits until the adjustment has been applied. If something fails, the customer sees a notice with a link to try again.

Main Features

Compatibility with other Modules

• PrestaShop native checkout and One Page Checkout PS v5: the adjustment is applied as soon as the customer chooses the payment method, and the pay button waits until it has been applied.
• PTS Stripe v5.1.2: the surcharge or discount is included in the amount Stripe charges.
• PTS Redsys: the surcharge or discount is included in the amount Redsys charges.
• Payment modules with several options: the rule is created per payment module and applies to all the options that module shows at checkout.

System Requirements

Method 1: Installation from Back Office

Method 2: Installation via FTP

Possible Installation Issues

If you experience override errors when installing or activating the module, do not try to resolve it on your own if you do not have technical experience. Contact our support team to receive personalized assistance and safely resolve the conflict.

General Options

These options are in the module's "General" tab.

Payment discount name

Name the customer sees for the payment method discount in the cart, the email and the invoice. There is one field per language: choose the language with the selector next to it. If you leave it empty, the default name is used: "Descuento de pago" in Spanish and "Payment discount" in any other language. The change applies to the discounts created from that moment on.

Debug mode

Lets you test the module before your customers see it. While it is active, payment adjustments only apply to the IP addresses entered in the "IP" field.

IP

Appears when debug mode is enabled. Enter the IP addresses that will see the payment adjustments; you can add several, separated by commas.

There is no general switch to turn the module on or off: each adjustment is enabled or disabled with its own switch in the list of the "Adjustments" tab (see Enable or disable an adjustment).

Since version 5.0.1 the panel no longer shows the "Enable module", "Show in checkout", "Show in order detail", "Show in invoice" or "Show in email" options. The adjustment is already one more order line and always appears in the cart summary, the confirmation email, the invoice, the customer's order detail and the order in the back office. "Enable module" is replaced by each adjustment's own switch.

Create an Adjustment

To create a new payment adjustment, follow these steps:

Edit an Adjustment

To edit an existing adjustment:

1. Open the module's "Adjustments" tab.
2. Find the adjustment you want to edit in the list.
3. Click the pencil icon in the "Actions" column.
4. Make the necessary changes in the "Edit Adjustment" form.
5. Click "Save".

Enable or disable an Adjustment

Each rule has a switch in the "Status" column of the list. It is the way to turn an adjustment on or off without deleting it: a disabled rule is no longer applied to the cart, and you can enable it again whenever you want. The same switch appears as "Active" inside the rule form.

Delete an Adjustment

To delete an adjustment:

1. Open the module's "Adjustments" tab.
2. Find the adjustment you want to delete in the list.
3. Click the trash icon in the "Actions" column.
4. Confirm the action in the dialog that appears.

How the Adjustment is chosen and calculated

Which rule counts if there are several

For each payment method only one rule counts: the oldest active one, that is, the first one created among those that are active. The panel does not let you change that order.

If that rule does not apply to the cart (because it has no amount in the cart currency or because the customer does not meet its conditions), no adjustment is applied: the module does not move on to the next rule for that method. That is why the most practical setup is a single active rule per payment method.

How the amount is calculated

• Fixed: the amount entered for the cart currency is added or subtracted.
• Percentage: calculated on the cart total including tax, after discounts and without shipping costs.
• If the amount for a currency is empty, the rule does not apply in that currency. Empty is not the same as zero.
• The surcharge includes tax: the module splits it among the tax rates of the products in the cart, in proportion to each one's share of the total. If you have questions about how the surcharge should be taxed in your country, check with your tax advisor.

How the conditions are checked

• Customer Groups: the customer's default group counts.
• Countries: the country of the delivery address counts. While the customer has no delivery address yet, the country condition is not checked.

What you will see in your Catalog

To make the adjustment part of the cart total, the module uses standard PrestaShop elements. It is normal to find them in the back office:

• Hidden "Payment fee" products: used for surcharges. There is one per tax rate and store. They are not shown in the store and you do not need to touch them; if they are deleted, the module creates them again when it needs them.
• Cart rules with code PAYA_FEE_…: used for discounts, they appear in Catalog > Discounts. The module creates one for each cart and deletes it when the adjustment stops applying; you do not need to touch them.

Employee Permissions

The "Adjustments" tab follows each employee's profile permissions on the module's tab:

• Viewing the list of adjustments requires view permission.
• Creating an adjustment requires add permission.
• Editing it, or enabling and disabling it, requires edit permission.
• Deleting it requires delete permission.

This way, an employee with a read-only profile can view the rules but cannot create, change or delete them.

Edit Translations

Available Actions

The translation editor offers the following actions:

CSS Editor

The CSS editor allows you to override or add custom styles that will be loaded in the frontend. Changes are stored in the module configuration and applied automatically.

To edit CSS styles:

1. Access the "Code Editors" tab in the module panel.
2. Modify the CSS code in the corresponding editor.
3. Click "Save" to save the changes.
4. Styles will be applied immediately in the frontend.

JavaScript Editor

The JavaScript editor allows you to add custom JavaScript code that will be executed in the frontend. Useful for adding additional functionalities or modifying the module's behavior.

To edit JavaScript code:

1. Access the "Code Editors" tab in the module panel.
2. Modify the JavaScript code in the corresponding editor.
3. Click "Save" to save the changes.
4. The code will be executed automatically in the frontend.

Generate Backup

To create a module backup:

1. Access the "Backups" tab in the module panel.
2. Click the "Generate new backup" button.
3. The system will create a ZIP file with all module configuration and data.
4. The backup will appear in the "Backups available" list.

Upload Backup

You can upload a previously downloaded backup to restore it in another installation:

1. Access the "Backups" tab of the module.
2. Click "Upload backup".
3. Select the backup ZIP file.
4. The system will upload the file and add it to the list of available backups.

Available Backups

In the "Backups available" section you will see all available backups with the following information:

• Date: Date and time the backup was created.
• MD5: MD5 hash of the file to verify its integrity.
• Filename: ZIP file name.
• Size: File size.
• Actions: Available actions (restore, download, delete).

Manage Backups

For each available backup, you can perform the following actions:

To restore, click the "Restore Backup" button for the backup you want to recover and confirm the action in the dialog.

Common Issues

Frequently Asked Questions

Licenses and Purchase

Installation and Compatibility

Updates

Technical Support

Refunds and Warranty

Customization