User Guide - Cashflows
- James Fox
The Cashflows integration allows 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)
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”
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.
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.
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.