Rapid ERP provides the ability to send end customers an automatically generated link to pay for their invoice. Setting up this functionality is a process that involves 3 steps. First, an onboarding process with BlueSnap, the payment provider, needs to be completed. Once that is done, it is necessary to configure the BlueSnap Merchant Portal, and the last step is to configure Rapid ERP with the information from BlueSnap.
Step 1: The BlueSnap onboarding process
Since BlueSnap is the payment provider for this functionality, the first step would be to onboard with BlueSnap. Please check the attached RapidWorks Onboarding Flow for details on this step.
Once BlueSnap receives the merchant's account application data, they will automatically run a series of background checks. In certain cases, the information provided may require further verification. They may ask for additional documents such as:
- A government-issued photo ID
- A voided check or bank letter
- Business registration documents etc.
- Financial statements
- Processing statements
- Forward delivery schedule
- Website and description of goods-related documents
Step 2: Configure BlueSnap Merchant Portal
Once the merchant application has been accepted, a production BlueSnap account will be created and BlueSnap will provide merchant credentials to log into the account. Next the following configuration steps should be completed, in the Settings menu in the Production Bluesnap environment (not the sandbox!)
1. General Settings
Email Settings
Default Statement (Soft) Descriptor - this string will appear on your customers' credit card and bank statements when payments are made.
Support phone number - this phone number will appear on your customers' credit card/bank statements, after the statement descriptor.
Terms & Conditions, Privacy Policy, Refund Policy - these three fields should be populated with links to URLs on the merchant’s website that display their T&C, Privacy Policy, and Refund Policy for payments.
Tax ID - this field should be populated with your company’s EIN
Account Settings
Auto Approve Partners - should be checked by default - do not change.
Company Logo: If you want your company logo to appear at the top of your online payment form, you can upload an image by clicking “My Images.”
2. API Settings
This page is the place where the API credentials that will be entered into Rapidworks will be generated.
This User Key and the Password selected are the credentials will be entered into Rapid ERP in the next step of the process.
Choose a password and enter it into the two fields under API Credentials Check the Disable IP Checking checkbox - you cannot request your credentials if this box is unchecked Once you have completed these three steps, click the Request API Credentials button in the top right corner The API Credentials section will then be updated with an API User Key3. Payout Method
This screen is the place to enter bank account details where the payments from end customers will be deposited.
Fill out all required fields. “Payment reference” is not necessary.
Most fields should be self-explanatory, except:
Minimum Payout Amount (MPA) - by default, you should receive payouts daily. However, if you set a minimum payout amount, you will only receive your daily payout if the payout amount equals or exceeds the number you define here.
Refunds Reserve - This is an optional feature that allows setting aside funds in case a refund needs to be issued through the system. If one enters 1000 in this field, the next $1000 in payments received will be held in a reserve instead of paid out to the bank account. If one initiates a refund through BlueSnap, the refund will be funded first from this reserve before being charged from the bank account.
4. User Accounts
If one wants to create additional user accounts to log in to the BlueSnap merchant portal, this can be done on this page.
5. IPN Settings
Enter the following:
IPN URL(s): https://rapidworks-payment-api.azurewebsites.net/Payment/Success
Add Security Headers
- Check the checkbox
- Enter: anfgo5jhodn
My Company Configuration
- Access the Payments tab on the My Company screen Leave Accepted Payment Types blank
- Enter BlueSnap Merchant ID into the Merchant ID field
This can be found at the top left of the screen when one first logs into the BlueSnap Merchant Portal.
- Enter the API User Key into the Username field (found on the “API Settings” page in the BlueSnap Merchant Portal)
- Enter the API password into the Password field
- Click Save - this will validate that the credentials are correct, and then enable the payments functionality in ERP
Invoice Template Setup
After enabling Payments, a new “Invoice + Payment Link” email template will become available in the “Message & Disclaimers” tab on the My Company screen. The final configuration step will be to set up this email template with the desired email text.
Please follow the below link for details on how to setup and customize email templates: Customize Subject Line and Email Body for Emails
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