How to Set Up Simpro Premium Payments - NZ only

Overview

Simpro Premium Payments (powered by IntegraPay) offers a range of convenient options for customers to pay you on-site, online, or over the phone.

To activate, you need to follow the registration instructions, then Finalise Simpro Premium Payments setup in your system to adjust this powerful feature to best suit your business.

IntegraPay is a third-party provider for Simpro Premium Payments. IntegraPay is compliant with the Payment Card Industry (PCI) Data Security Standard v3.1, which means that payment security is in accordance with the highest level industry standard. By registering for Simpro Premium Payments, you acknowledge that you are submitting your details to a third party, you agree to the Third Party Services clause of the Simpro Premium Terms & Conditions, and you agree to be contacted by IntegraPay. Review Simpro's Terms & Conditions and Privacy Policy.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Defaults

Payment Methods

Mobile Defaults

Email/Form Setup

You receive a customer's payment approximately three business days from the date of their transaction. For example, if a customer pays your invoice through Simpro Premium Payments on a Monday, your account is credited that Thursday. Payments processed on weekends, out of hours and on public holidays may take additional time.

A screenshot of the New Zealand registration page for Simpro Premium Payments.

You can register for Simpro Premium Payments (powered by IntegraPay) through your Simpro Premium system. Only users with security group permission for System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults can complete this process.

Please note that when you click Register, your information is sent to IntegraPay, the third party provider for Simpro Premium Payments. IntegraPay then contacts you directly to set up your new merchant account.

By registering, you acknowledge that you are submitting your details to a third party, you agree to the Third Party Services clause of the Simpro Premium Terms & Conditions, and you agree to be contacted by IntegraPay. Review Simpro's Terms & Conditions and Privacy Policy.

To register for Simpro Premium Payments:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults > Extensions.
  2. Under Simpro Premium Payments, click Register.
  3. Enter all required information.
  4. Click Register.

After you register, IntegraPay will contact you within 48 hours by phone or email. They will then email you detailed information, and an application form you need to complete and return to set up a merchant account with IntegraPay.

If you have any questions about the application form, please contact IntegraPay using the details provided on the application form.

After you return your completed application form to IntegraPay, if your application is successful, you receive an email from Simpro Premium confirming you have successfully created a new merchant account and activated Simpro Premium Payments. This occurs within three business days. You need to follow the instructions below to finalise setup in your system.

If your application for a merchant account is not successful, IntegraPay will contact you directly.

After Simpro Premium has contacted you to confirm Simpro Premium Payments has been activated in your system, you need to complete a few simple steps to make it work the way your business requires.

Once Simpro Premium 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).

A screenshot of the Simpro Premium Payments options in Defaults > Extensions.

To enable the remaining Simpro Premium Payments options:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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 Simpro Premium Payments setup:
    • Enable Invoice pages in the customer portal
    • Add a link to invoices
    • Add a link to emails

The three options are:

Simpro Premium Enable employees with the necessary security group permissions to collect payments over the phone through Simpro Premium.
Customer Portal Enable customers to pay invoices through the customer portal, depending on the pages you have enabled. This option also enables the Pay Online link to appear in customer invoices.

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

A screenshot of the payment methods and Simpro Premium Payments card types you can link to in System Setup.

To associate payment methods with Simpro Premium Payments:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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 Simpro Premium 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 A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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.

A screenshot of the assigned payment options on invoices.

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.

A screenshot of an email template including a link to pay invoices online.

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 Simpro Premium Payments.

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

A screenshot of the Invoices options for the customer portal.

To activate paying invoices through the customer portal:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults > Customer Portal > Enabled Pages.
  2. Under Invoices, select Unpaid and Statement.
  3. Click Save.

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

  1. Follow the registration process above for each company that requires Simpro Premium Payments.
  2. After you are notified that Simpro Premium Payments has been activated in your system, go into your Template company.
  3. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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 Simpro Premium Payments methods as above.
  7. Repeat this process for each individual company you want Simpro Premium Payments to be available in.

Once you have finalised setup, you can start using Simpro Premium Payments straight away! Learn more in How to Use Simpro Payments - NZ only.