How to Use Simpro 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 for your country, then make a few final changes to adjust this powerful feature to best suit your business. Learn more in How to Set Up Simpro Premium Payments - NZ only.

IntegraPay is a third-party provider for Simpro 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 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.

Rates vary by country. View your country's Fees and settlement periods information for full rate details.

If you deal with multiple currencies, please note that payments for invoices in multiple currencies or a foreign currency cannot be processed through Simpro Payments.

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:

Email/Form Setup

Defaults

Apply Payments

Mobile Defaults

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up Simpro Premium Payments - NZ only

Follow the step-by-step instructions in How to Set Up Simpro Premium Payments - NZ only.

Pay invoices online

Once Simpro Payments is activated in your system, your customers can click a link in their invoice to pay immediately with a credit or debit card.

Enable customers to pay invoices with credit and debit cards by going to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup > Invoice > How To Pay > Payment Options and check that Credit Card is assigned.

A screenshot of the Pay Online link on an invoice.

To pay an invoice online, your customers can simply:

  1. Click the link in the How to Pay section of their invoice.
    • Alternatively, if they are viewing a printed copy of the invoice, they can type in the link in their browser, then enter the invoice number.
  2. Enter their card details, including Name on Card, Expiry, Card Number and CVV.
  3. Click Pay.
  4. Click Continue to confirm the payment.
  5. If the payment is successful, a confirmation appears, along with a receipt number.

Payment integration links can also be added to form builder templates. Learn more in How to Use Fields in Form Builder.

Pay invoices through the customer portal

Once Simpro Payments is activated in your system, if your customers use the customer portal, they can pay their invoices through the portal.

Ensure that invoices are visible to customers in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults > Customer Portal > Enabled Pages.

A screenshot of the Pay Online option in the customer portal.

To pay invoices through the customer portal, your customers can simply:

  1. Sign into the portal as usual.
  2. Locate the invoice(s) in Invoices A screenshot of a invoices icon > Unpaid or in Invoices > Statement.
  3. Click Options > Pay Online, or select multiple invoices and click Pay Online at the bottom of the screen.
  4. Enter their card details, including Name on Card, Expiry, Card Number and CVV.
  5. Click Pay.
  6. Click Continue to confirm the payment.
  7. If the payment is successful, a confirmation appears, along with a receipt number and a payment is created on the invoice in Simpro Premium. Click Close.

In your Simpro Premium system, the payment immediately applies to the invoice, and the invoice's status is updated accordingly.

Find out more about the customer portal in How to Set Up the Customer Portal.

Once Simpro Payments is activated in your system, you can easily use Simpro Payments to process a credit or debit card payment from a customer on the phone.

A screenshot of an invoice payment using a Simpro Premium Payments-linked credit card.

To process a credit or debit card payment over the phone:

  1. Apply payment to invoices as normal.
  2. Select the Simpro Payments-associated credit or debit card type from the Method drop-down list.
  3. Enter the customer's Name on Card, Expiry, Card Number and CVV details.
  4. Adjust the Date, finance charge, Cheque No., and Notes as required.
  5. Adjust the Amount Applied as required.
  6. Select Archive Job to archive the relevant job after this payment is applied.
  7. Click Process Payment > Continue.
  8. If the payment is successful, a confirmation appears, along with a receipt number. Click OK to close.

You can then Email a payment receipt or click Finish to exit the payment.

You can also use this process to apply payments when a customer posts you the How To Pay section of their invoice with their handwritten card details.

Once Simpro Payments is activated in your system, technicians can use Simpro Payments through Connect to collect a credit or debit card payment on their mobile device before leaving a site.

Ensure that Mobile Billing is enabled in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Mobile > General > Billing Settings.

A screenshot of a payment being collected in Connect.

To process a credit or debit card payment in the field using Connect:

  1. Navigate to the Billing > Invoices in the job using the jump menu.
  2. Tap the list icon of the invoice, then tap Apply Payment.
    • ​​Alternatively, if you are editing or creating the invoice, tap Continue.
  3. Under Apply Amount, enter the payment amount you wish to apply.
    • Alternatively, enter the percentage of the due balance that you wish to apply a payment to.
  4. Select the Simpro Payments-associated credit or debit card type from the Payment Method drop-down list.
  5. Enter card details, including Name on Card, Card CVV and Expiry as required.
  6. Enter notes as required.
  7. Tap Make Payment > Continue.
  8. If the payment is successful, a receipt number is created in Simpro Premium and a confirmation appears along with an IntegraPay transaction ID. Tap OK to close.

Contact Simpro's support team to discuss your questions about Simpro Payments.