How to Set Up Payrix Payments - NZ only

Once Integrated Payments is activated in your system, all invoices to customers contain a link to pay the invoice online (if set up through your invoice form setup).

To enable the remaining Integrated Payments options:

1. Go to System > Setup > Defaults > Extensions.
2. Under Collect Simpro Premium Payments Via, select payment options as required (see explanation below).
3. Click Save.
4. For each option you enable, you need to follow the steps below to finalise the Integrated Payments setup:
   • Enable Invoice pages in the customer portal
   • Add a link to invoices
   • Add a link to emails

The three options are:

To enable customers to pay you through Integrated Payments, you need to associate Integrated Payment credit and debit card types with your existing default payment methods. Learn more in How to Use Payment Methods.

To associate payment methods with Integrated Payments:

1. Go to System > Setup > System Setup.
2. In the left column, click Accounts, then click Payment Methods.
3. Under Simpro Premium Payments, click the Card Type you wish to associate with an existing payment method.
4. Under Edit Simpro Premium Payment Method, select the corresponding default payment method Type from the drop-down list for that card type.
5. Click Save.

If you do not wish to make a certain card type available for customers to use in Integrated Payments, do not associate it with an existing payment method, or delete the existing payment method if necessary.

To pass transaction fees on to your customers, you need to apply a Finance Charge to the relevant card type.

To apply a finance charge to a card type:

1. Go to System > Setup > System Setup.
2. In the left column, click Accounts, then select Payment Methods.
3. Click the payment method you wish to apply a finance charge to.
4. Enter the Finance Charge percentage.
5. Click Save.

To add a Pay Online link to your invoices to customers, you need to include credit cards as a payment option in the How to Pay section of your invoice form setup.

To check or enable this:

1. Go to the Forms tab.
2. In the left column, click Invoice.
3. Click the How to Pay sub-tab.
4. Under Payment Options, check the columns to ensure that Credit Card has been assigned. To assign it, select it from the Options Assigned drop-down list, then click Add Fields.
5. Click Save.

The Pay Online link only appears in your customers' invoices if you have enabled the Customer Portal payment option.

To add an online payment link to the body of an email when emailing an invoice or statement, you need to adjust your Email Template settings.

To add an online payment link to emails:

1. Go to the Forms tab.
2. In the left column, click Invoice or Statement as required.
3. Click the Email sub-tab.
4. Place the cursor in the Body text box, in the place you want the link to appear.
5. Under Insert Field, click Online Payment Link.
6. Format the rest of the Body as required.
7. Click Save.

Your invoice or statement emails now automatically include the online payment link.

If your invoices are in multiple or foreign currencies, do not use this feature. Foreign currency payments cannot be processed through Integrated Payments.

If you allow them, customers can pay invoices from within your customer portal in Invoices.

To activate paying invoices through the customer portal:

1. Go to System > Setup > Defaults > Customer Portal > Enabled Pages.
2. Under Invoices, select Unpaid and Statement.
3. Click Save.

To set up Integrated Payments in a multi-company build that does not share default settings:

1. Follow the registration process above for each company that requires Integrated Payments.
2. After you are notified that Integrated Payments has been activated in your system, go into your Template company.
3. Go to System > Setup > Defaults > Extensions.
4. Under Collect Simpro Premium Payments Via, ensure Customer Portal is selected.
5. Go to System Setup > Accounts > Payment Methods.
6. Associate payment methods with the required Integrated Payments methods as above.
7. Repeat this process for each individual company you want Integrated Payments to be available in.