Integrations: Nuvei

Integrations: Nuvei (Previously Paya)



Paya is now part of Nuvei

Nuvei completed its acquisition of Paya on February 22, 2023. As a result, references to Paya in the CustomBooks™ integration and related materials may now be referred to as Nuvei. For more information about the acquisition, see Nuvei Completes $1.3 Billion Acquisition of Paya.


CustomBooks™ is a Trusted Partner of Nuvei

CustomBooks™ is a trusted partner of Nuvei. If you are interested in learning more about Nuvei's payment solutions or getting started with Nuvei, visit our Nuvei CustomBooks Referral page.

Overview

Nuvei is a global payment technology provider that enables businesses to securely process electronic payments, including ACH and credit card transactions.

By integrating Nuvei 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 Nuvei.

Prerequisites

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

Connecting Nuvei in CustomBooks™

  1. Navigate to Admin Panel → Integrations (Embedded Tab).
  2. Click the gear Setting icon  on Nuvei.
  3. Connecting to Nuvei.
    1. If you are not a customer yet:
      1. Click the Create a Nuvei account button.
      2. Enter the required information in the Nuvei registration form page and click Register/Submit.
      3. After submission:
        1. Nuvei 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 Nuvei to CustomBooks™.
      1. Click the Connect to Nuvei button.
      2. Enter the credentials provided by Nuvei:
        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 Nuvei 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 Nuvei 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 Nuvei. This ensures payments are recorded accurately in reports and customer records.
Once these steps are completed, Nuvei will be fully integrated with CustomBooks™, and you can begin processing payments.

Important Notes

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

Need Help?

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