Category: Payments (“סליקה ותשלומים”) and Documents and invoices
Connection: one for the whole organization
Connection: one for the whole organization
What it does in Lancer
- Hosted payment pages for payment requests (card and Bit).
- Recurring charges from a saved card (token terminal) for retainers.
- Standing orders through Tranzila My Billing: each charge is recorded in Lancer and gets a receipt.
- Can issue the organization’s receipts and invoices (Documents category), unless you choose an invoicing provider as the documents default.
Connect
1
Open the integration
Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Payments (“סליקה ותשלומים”), find Tranzila and click Connect (“חיבור”).
2
Get your credentials
Tranzila opens terminals in pairs. Ask Tranzila support for the API app key and secret if you don’t have them.
3
Fill in the card and save
Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4
Finish
Click Test connection (“בדיקת חיבור”). It lists today’s transactions.
What you need
string
The terminal for charges on the payment page. In the app: “מסוף ראשי”.
string
The paired terminal for recurring charges from a saved card. Its name usually ends in
tok. In the app: “מסוף טוקנים”.string
Tranzila API app key.
string
Tranzila API secret. Stored encrypted and never shown again.
Webhook and notify URLs
The exact URL, with your organization’s token in place of<token>, is shown on the card in Lancer. Copy it from there.
Standing-order notify URL
Payment notify URL
Vendor documentation
Tranzila documentation
The official docs, at docs.tranzila.com.