Payment Gateway

This notification is displayed in the Sales Order Entry or Dispatch Note Maintenance program when printing the invoice or dispatch note and the cross-reference between the ISO currency and the currency created within SYSPRO has not been established.

Assign an ISO currency to the payment currency created within SYSPRO using the ISO Currency Cross Reference Program: IMPISC program.

This notification is displayed in the Sales Order Entry program after printing the invoice for which funds were reserved and the full quantity wasn't shipped or invoiced, i.e. the order quantity was reduced.

Select Yes to re-reserve the remaining funds for the outstanding quantity.

Select No to release the remaining funds. You will then be prompted to reserve the funds when maintaining the sales order to ship the outstanding quantity.

The PayThem portal uses a common list control to display lists of items. This page provides information on how to use the list controls.

Navigation

• You can navigate through the list using the page controls at the bottom.

  • You can scroll through the list by clicking the arrows (> and <)or jump to a specific page by entering the page number.

    Clicking the << arrows takes you to the first page, and clicking >> takes you to the last page.

  • You can change how many items are displayed on each page by selecting a value from the Results per page drop-down.

Sorting and filtering

• To sort a column in ascending order, click on the column name. If the column is already sorted by that column, clicking again will sort it in descending order. The current sort column is indicated by a small up/down arrows icon.

• If filters are enabled on a list, a small filter box will appear underneath the column name. Enter the value you want to filter by and use the drop-down arrow to select how that filter should be applied.

  The following are currently available. Note these options depend on the type of data you are filtering.

This allows you to enter your own company information. This is shown in on the customer payment screens, to give confidence to your customers that they are paying your company.

To add a company details follow these steps:

1. Launch the PayThem dashboard.

2. Navigate to Company Settings.

3. Enter your company details on the Company Details and Level 2&3 Information tabs.

   When adding a website, the website address must include http:// or https://.

4. Save your changes.

These settings allow you to add a logo to your payment webpage and confirmation emails.

To add or remove a company logo follow these steps:

1. Launch to the PayThem dashboard.

2. Navigate to Company Settings.

3. Click the Add Logo option in the Company Logo section.

4. A pop up window will appear allowing you to select a logo from your files.

5. Select your logo file then click Open.

6. You will return to the Company Settings page and your logo will be displayed on screen.

7. Save your changes.

8. To remove the logo, click the Remove Logo icon on the top right of the logo in the Company Logo section.

This allows you to configure certain preferences that affect the way the application works.

To configure the preferences, do the following:

1. Launch to the PayThem dashboard.

2. Navigate to Preferences.

3. In the Payment Requests section:

   1. At the Default country to display option, select the country where most of your customers are based.

   2. The Allow payers to edit payment amounts option lets you select whether you want to allow a payer to change the amount to pay for a payment request.

   3. At the Usage type option you can decide if the payment request can be used more than once.

   4. The URL link expiration option lets you customize the expiration time for payment request URLs using these settings. By default, payment request URLs are valid for 3 months. To change this, select an interval of days, weeks, months, or years, and specify the desired amount. If you set the interval to 0, the payment request link will never expire.

      We highly recommend that your payment requests have an expiry time.

4. In the Transactions section:

   This functionality is not available for SYSPRO 8 2025

5. Save your changes.

You can configure PayThem to send you email notifications when certain events have occurred. These events include:

• Successful payments

  An email is sent to all notification users when a payment has been successfully made by the customer.

• Failed payments

  An email is sent when a customer has attempted to make a payment but it failed and no payment was taken.

• Pending payments

  An email is sent when the customer has made a payment, but it is not yet completed as it may require authorization. The payment could be accepted or reject. Either events will trigger a success or failed payment email.

To configure notifications and add a notification user, do the following:

1. Launch to the PayThem dashboard.

2. Navigate to Notifications.

3. Enable the events for which you want to receive notifications.

4. Select Add notification user.

   The Add New Notification User window is displayed.

5. Select whether the new user is a full PayThem user or somebody who will receive email notifications.

6. Enter the new user's email address.

7. Select Add User to save the new user.

This allows you to add, edit and remove users from PayThem. These users are global users and can access every company you have connected to PayThem.

To add and maintain users, do the following:

1. Launch to the PayThem dashboard.

2. Navigate to Users.

3. Select the New User button.

   The User Details window is displayed.

4. Enter the user's name and email address.

5. At the Role field you can specify one of the following:

   1. Administrator

      This user can view payment requests and transactions, all customer accounts, banks linked to ,PayThem, payment plans, settlements and late payments.

      This user can configure users, company and payment settings.

   2. Standard user

      This user can view payment requests and transactions, all customer accounts, banks linked to ,PayThem, payment plans, settlements and late payments.

      This user can't configure users, company and payment settings.

   3. Viewer

6. Select the Invite User option to send them an email asking them to accept the invitation to be a PayThem user.

This allows you to setup multiple companies within PayThem.

To add a company, do the following:

1. Launch to the PayThem dashboard.

2. Navigate to Companies.

3. Select the Add Company button.

4. Enter the name of the company.

5. Optionally enter the company short name and description.

6. Select your currency at the Base currency field.

7. At the ERP/Accounts Details field, select SYSPRO.

8. The ERP Identifier and Custom Identifier are used to link the PayThem company to the SYSPRO company, (i.e. it links the PayThem dataset to the SYSPRO dataset).

   You can enter the SYSPRO company ID (e.g. EDU1) in both fields.

   The ERP Identifier is reflected in the Host ID column in the Companies listview.

   The Custom Identifier is reflected in the Custom ID column in the Companies listview.

9. At the Create Options section you can copy settings from an existing company that you can select from the drop-down.

10. Select the Check box if this is a demo company if the company you're adding is not a production company.

11. Click on Add company to save your changes.

    You will return to the Companies listview.

12. You can click on the Kebab menu in the Actions column of the Companies listview to edit or delete the company.