Click2Pay
Advanced AR Billing & Workflow
Your Portal, Your Way
Paya's integrated payment platform now operates as an advanced AR Billing & Workflow tool! Accept payments with card present, card not present, and electronic invoicing.
Click2Pay seamlessly connects to your ERP and payment portal with bi-directional, real-time invoicing and sales support.
- Integrates with payment documents (Quotes, Sales Order, SO & AR Invoice)
- Saves tokenized payment information for future use
- Attaches and displays the original ERP document in PDF format
Fast & Secure
Click2Pay connects to your ERP with bi-directional data. This eliminated reconciliation and double-data entry. Many processes in Click2Pay can be automated to save labor and speed remit times.
PCI compliant process ensures that raw card data is never stored in your system/portal.
- All card information is tokenized after end-user submits information.
- Provides for both ACH and Credit Card payments
- Anonymous Links for portal pay options,
- Full or partial payments allowed for all document types
Other great features include:
- Pay-by-Statement
- Partial Payments
- GL reconciliation
- Dunning
- Multi-channel payment acceptance
- Prepayment Integration
Advanced Features
Paya developers built Click2Pay from the ground up based on your needs. Every feature is integrated to reduce time and minimize the chance of errors.
Fee Recovery
Allows merchants to pass on any fee that the end-user wants to defer back to the purchaser including: Credit Card, Debit Card, Check, ACH, or Wire Transfer.
Parent/Child Invoicing
Create and maintain multiple smaller accounts through a single (parent) account. Advanced search tools help you manage each (child) account or rolled up into one single account.
ACH Acceptance and Automation
ACH payments save time and hassle because they can be automated, meaning you never have to wait for payment. The fees are also much lower relative to other methods.
Level 3 Processing
Click2Pay accepts Level 3 processing (Visa/Mastercard only when available using the required data) which is another great way to lower processing fees.
Tokenized Payment Info
Data tokenization mitigates the risks of data breaches, identity theft, fraud, and other cyberattacks by substituting sensitive information with tokens. These tokens are securely associated with the original data through a mapping system.
Past Due Priority
Single-click function for customers to easily pay past due balances first.
Pre-Authorizations on the Portal
The capability within the ERP to denote a Sales Order should process as a preauthorization in Click2Pay. Order is processed in Click2Pay as a PreAuthorization. The “Payment” is brought back to ERP as an authorization and requires capturing noted as PreAuth in payment screen (Allows only CC payment types)
Dynamic Discounting
Merchants can choose to set terms for payment dates for a reduced price on the goods and/or services purchased.
Click2Pay
Brandable portal allows you to customize colors and add your logo
Brandable Customer Portal
- Add your logo
- Change colors to fit your brand
- Customizable receipts
- Customer view/pay for outstanding invoices, sales orders, or quotes
It can work as a complete customer portal or as a method for fast pay using anonymous links.
- Generate anonymous links or customer login for payments
- Generate customizable receipts from the portal
- Allow customers to easily see outstanding invoices and pay from your merchant-branded portal.
The Click2Pay Interface is integrated directly into your ERP. It produces a link for you to email or post to the customer.
The link takes them to the hosted checkout where they can click the anonymous payment link or (if enabled) click the customer portal link.
The brandable customer portal (left) allows them to log into their account. The anonymous 'Quick Pay' screen (right) allows them to make a payment easily with no friction and no login.
For those who enter the customer portal, they have full access to their account and billing history.
AR Automation
Click2Pay has many features that can be automated to reduce time spent and protect against errors. And you never have to leave your ERP! Automation is truly a game-changer for accounts receivable.
Seamless Invoicing
- Real-time portal updating of invoices and document syncing
- Invoice balance sync between ERP and portal for changes/deletes
- Multiple invoices can be selected for payment
Other Great AR Automation Features
- GL reconciliation
- Dunning
- Multi-channel payment acceptance
- Credit Memo, Debit Memo
- Prepayment Integration
- Pay by Statement
Features for our Next Release
- Factoring
- BNPL
ERP Integrations & Release Notes:
- Sage 100
- Acumatica
- Quickbooks Online
Coming Soon:
- Sage Intacct
- Sage 300
- Sage 50
- Sage X3