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Prerequisites

Before you begin, ensure the following:

  • WooCommerce Plugin Installed : Your WordPress store must have the WooCommerce plugin installed and activated.

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Installation Steps

1

Install Gale HSA & FSA Payments Plugin

  1. Install Gale HSA & FSA Payments Wordpress Plugin

  2. Once the installation is complete, Activate the Plugin.

2

Configure Gale Payments Settings

  1. Navigate to WooCommerce > Settings > Payments
  2. Locate the Gale Payments option and click Manage
  1. Enter your API Key provided during signup.
  2. Enable Test Mode to verify functionality before going live.
  3. Please select the order status from the dropdown menu after a successful payment — we recommend choosing Processing.
3

Sync Products with Gale & Verify Eligibility

  1. Go to Products Section in WooCommerce.
  2. Add or Edit a New Product.

Once you’re in Product Editor Page , Go to Inventory Section and Add GTIN/UPC Code in the field and Save.

Go to Gale Products Page in your Wordpress Dashboard Sidebar and click Sync Products Button.

Once all of the products are synced, you can see list of HSA/FSA Eligible Products on this page.

4

Setup Onsite Messaging for HSA/FSA Eligible Products

5

Testing the Integration

  1. Add a product to your WooCommerce store.
  2. Proceed to checkout and select Pay with HSA/FSA.
  3. Complete a test transaction using these Test Cards
  4. Verify the transaction appears in your WooCommerce orders.
6

Go Live

  1. Once testing is successful, go back to the Gale Payments settings.
  2. Uncheck the Test Mode option.
  1. Save your changes. Your customers can now make payments using their HSA/FSA cards!

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Troubleshooting

  • Plugin Not Visible : Ensure WooCommerce is installed and updated to the latest version.
  • API Key Issues : Double-check your API Key for accuracy.
  • Test Mode Transactions Failing : Ensure you are using valid test credentials provided by Gale Payments.

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Need Help?

If you encounter any issues, contact our support team at support@withgale.com. We’re here to help!

By completing these steps, your WooCommerce store is now fully equipped to accept HSA/FSA payments with Gale Payments!