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The Cashflows integration allows CRM users you to take/request payments for fees.
This feature is only available for fees that are due from customers. (i.e. you cannot request payments for fees due from a lender/provider)

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Prerequisites

  • You will need an account with cashflows, if you do not have an account please visit their website to setup an account and to get pricing etc.

  • Generate the API Key and the Configuration ID, This will be found on the Cashflows Portal >> Configuration >> API Data. copy these and then…

  • Create a ticket for our service desk you can do this via the Service Desk Portal Customer Service Desk Or send an email to broker.servicedesk@finova.tech

  • The Service desk will then add the API key and configuration ID to your site.

    • Once this is done, you will need to enable the permission to allow your users to take payment

      • SYSTEM SETTINGS >> User Group Permissions and Set Permissions >> Quick Search → type “can take” and you will see the permission, tick it and click “Save and Close”

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Taking Card Payments in the CRM

  • To take payment for a fee, click the “Take Payment” link in the actions column of the table on the commissions panel.

  • This will take you to the payment page, where you can enter the customer’s card details.

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Security
The card capture fields are embedded in the CRM but hosted by Cashflows, who take care of all of the processing and security.

  • Once the payment has been requested, the page will then automatically update and show an alert to inform the you that the payment has succeeded, failed, or is still processing.

  • In addition to this, once the request for the payment has been processed by Cashflows, a notification will be generated.

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Commission
If the fee has participants set to receive commission, the commission due dates will be automatically set based on the lead time configuration for the participant.

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Status Update
If the fee is on a protection product, the product will not automatically change to a status of paid, and so this will need to be done manually if it is applicable.

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Sending Payment Links in Emails

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Receipts in the CRM & in the Cashflows Portal

  • When a payment is successfully taken for a fee, the receipt of the fee is automatically updated, and the cashflows reference is kept in the reference field.

  • You can use this reference to search for the transaction in the cashflows portal should you need to.

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