Click2Pay From Paya

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.

Seamless Integration

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

Faster Funding

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.

paya_pci

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

Paya developers built Click2Pay from the ground up based on your needs. Every feature is integrated to reduce time and get your

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.

paya_ach

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.

paya_level3

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.

paya_tokenized

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.

paya_preauthorization

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)

paya_dynamicdiscounting

Dynamic Discounting

Merchants can choose to set terms for payment dates for a reduced price on the goods and/or services purchased.

Click2Pay's brandable portal allows you to customize colors and add your logo

Your Logo

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.

Click2Pay_Step1_ERP

The Click2Pay Interface is integrated directly into your ERP. It produces a link for you to email or post to the customer.

Click2Pay_Step2_HostedCheckout
The link takes them to the hosted checkout where they can click the anonymous payment link or (if enabled) click the customer portal link.

Click2Pay_Step3_PortalOptions 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.

Click2Pay_Step4_ActivityWindow For those who enter the customer portal, they have full access to their account and billing history.

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

Seamless Integration

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

Click2Pay integrates with the following ERPs:

Sage 100
Acumatica
Quickbooks Online
*Coming Soon* Sage Intacct

Click2Pay Interface

VERSION: C2P23-02

Release Date: 06.30.23

Custom solution compatibility:

Acumatica 22r1 and above

Sage 100 2020 (6.20) and above

QuickBooksOnline

ENHANCEMENTS & NEW FEATURES

Reference Description

B2BERP-499 Notifications – Premium Suite functionality which provides notifications for received / changed / days to due / past due. Templates included.

B2BERP-732 Preauthorization for Sales Orders based on ERP configuration

B2BERP-733 Credit, Debit, PrePayment integration for Invoice transactions to provide all payments from ERP to Click2Pay

Additional Customer email for secondary receipt transmitting

B2BERP-933 Credits / Debits by Total to Pay

ADJUSTMENTS

Reference Description

B2BERP-809 Click2Pay SurchargeRuleID is set to lowercase causing rules to be unavailable for Fee Recovery calculation

B2BERP-817 Click2Pay Inv Activity fields that are displayed – remove Fee Code

B2BERP-843 User created account restrictions

B2BERP-849 Merchant setup option – move from Merchant Platform

B2BERP-850 Customer settings for Partial Pay to move settings to Merchant Platform

B2BERP-867 DB write not happening which causes receipt issues and items not to process through C2P Properly

B2BERP-874 Missing receipt recapture

B2BERP-722 Issue with UAT when logged in as a Merchant Customer through Merchant – logging out dropped to a new login instead of back to the Admin or Merchant side.