Integrations: Paya

Integrations: Paya

Overview

Paya is a leading payment processing provider that enables businesses to securely and efficiently manage ACH (Automated Clearing House) and credit card transactions.

By integrating Paya with CustomBooks™, you can:
  1. Process electronic payments directly within the system
  2. Reduce manual data entry and errors
  3. Improve cash flow with faster payment processing
  4. Simplify reconciliation of customer payments
This integration allows you to manage the full payment lifecycle—from authorization to settlement—without leaving CustomBooks™.

Learn more about Paya.

Prerequisites

Before setting up Paya in CustomBooks™, ensure that:
  1. You have administrator access to CustomBooks™
  2. You have a Paya account (or are ready to apply for one)
  3. Your business and banking information are available for registration

Connecting Paya in CustomBooks™

  1. Navigate to Admin Panel → Integrations (Embedded Tab).
  2. Click the gear Setting icon  on Paya.
  3. Connecting to Paya.
    1. If you are not a customer yet:
      1. Click the Create a Paya account button.
      2. Enter the required information in the Paya registration form page and click Register/Submit.
      3. After submission:
        1. Paya will review your application.
        2. You will receive an email with your credentials once approved.
          Note: Approval times may vary depending on the completeness of your application.



    2. If you are already a user, or once you receive your login credentials, you can proceed to connect Paya to CustomBooks™.
      1. Click the Connect to Paya button.
      2. Enter the credentials provided by Paya:
        1. User ID
        2. User API Key
        3. User Hash Key
        4. Location ID
      3. Click Connect.

Once connected, additional configuration options will become available.

Configuring Paya Settings

After successfully connecting, configure the following options based on your business needs:

1. Payment Types - Select which payment method options you would like for your clients to use when paying invoices
  1. Enable/Disable Credit Cards – Allow customers to pay via credit/debit card
  2. Enable/Disable ACH – Allow bank-to-bank payments
2. Additional Settings - These settings control what information is shown, required, or validated during payment processing. These settings are configured within CustomBooks™ but may also be managed directly in the Paya Dashboard.
  1. Show to Customer Fields
    1. CVV
    2. Street Address
    3. ZIP Code
  2. Require Fields
    1. Street Address
    2. ZIP Code
  3. Validation Options
    1. Validate CVV
    2. Validate Street
    3. Validate ZIP
3. Clearing Account Setup - Select or create a Clearing Account, which temporarily holds funds before they are deposited into your bank account. Ensure the account type is set to:
  1. Bank/Cash
  2. Cash Equivalents
Best Practice: Use a dedicated clearing account to simplify reconciliation and tracking of incoming payments.

4. Payment Method Mapping - Assign the appropriate Payment Method for transactions processed through Paya. This ensures payments are recorded accurately in reports and customer records.


Once these steps are completed, Paya will be fully integrated with CustomBooks™, and you can begin processing payments.

Important Notes

  1. Ensure all credentials are entered exactly as provided by Paya
  2. Incomplete or incorrect setup may prevent successful payment processing
  3. Changes made in the Paya Dashboard may impact how transactions behave in CustomBooks™

Need Help?

If you experience issues connecting or processing payments:
  1. Verify your Paya credentials
  2. Confirm your account has been fully approved by Paya
  3. Contact CustomBooks™ Support for further assistance



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