Acumatica Payments Setup guide

  • 22 December 2023
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Userlevel 7
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Here is how you set up Acumatica Payments in 2023r2 version of Acumatica ERP.

Prerequisites

Make sure you have the details needed to connect to your Processing Center.

For Acumatica Payments you need the following values APIKEY, HASHKEY, LOCATIONID, USERID.

It usually looks like the following:

LOCATIONID: 11eda672c8d689b4ae137d65

USERID: 11ecb74a72b0eb6ba237fcd7

APIKEY: 41db9b32681e5a2ea1122e40

HASHKEY: e6f8fe93f9479c330148c9e1

 

To get these values, you need to log in to your merchant account, using https://[yourcompany].sandbox.zeamster.com/ for the sandbox account or https://[yourcompany].zeamster.com/ for the live account.

Then navigate to your profile settings → Advanced to generate Hash Key and API Key

Then go to Locations → Your Location and copy Location Id.

Then go to the settings of the location→ users

Select your user and copy the UserID

 

In Acumatica make sure you have the following settings.

  1. The Acumatica Payments feature is active on the Enable/Disable features form (CS100000)

 

  1. On the Accounts Receivable Preferences form (AR101000) set Default Customer Class and Enable Integrated CC Processing
  2. Make sure you have Chart of Accounts and Cash Accounts set up (you’ll need your Bank Account and a Clearing account as Cash Accounts).

Basic Configuration of Acumatica Payments

  1. Go to the Processing Centers form (CA205000) and create a new Processing center.
  2. Give it a name.
  3. Select a cash account that has the same currency you’ll be working with.
  4. Set Active to true.
  5. Select Payment Plugin = Acumatica Payments plug-in.
  6. In plugin parameters fill APIKEY, HASHKEY, LOCATIONID, USERID.
  7. Set Test Mode to Test or Lice depending on what you are setting up.
  8. Save 

     

  9. Go to the Payment Methods form (CA204000)
  10. Create a new Payment Method for Credit Cards or use existing Credit Cards payment method.
  11. Important settings to set on CC Payment Method:
    1. Means of Payment = Credit Card
    2. Use in AR=true
    3. Allowed Cash Accounts – select one or multiple. Recommended to set one of the as AR Default =true

       

    4. Settings to use in AR-> Integrated Processing = true
    5. Processing Centers -> Add Acumatica Payments processing center and recommended to set Default=true
    6. Save

If you are going to use EFT/ACH payment methods along with Credit Cards, please set up the Payment method for that too.

  1. Go to the Payment Methods form (CA204000)
  2. Create a new Payment Method for EFT/ACH or use existing EFT payment method
  3. Important settings to set on EFT Payment Method:
    1. Means of Payment = EFT
    2. Use in AR=true
    3. Allowed Cash Accounts – select one or multiple. Recommended to set one of the as AR Default =true

       

    4. Processing Centers -> Add Acumatica Payments processing center and recommended to set Default=true
  4. Save

You can now make credit card payments in the system!

Configuring Payment Links

  1. Go back to your Acumatica Payments Processing center.
  2. Check ‘Allow Payment Links’ checkbox.
  3. Click ‘Create/Update webhook’. That should allow payments to be created once they are received without a need to run the synchronization process. (Webhooks do not work with locally deployed instance).
  4. Open tab Payment Links tab
  5. Check Allow Partial Payment if needed
  6. Make sure Webhook ID is present
  7. For each branch that you are planning to send links from create a line in the grid and fill either Credit Card related fields, or EFT Related fields or both depending on whether you are going to use CC, EFT or both. It is recommended to set Use by default = true.
  8. Save the processing center.

  9. Open Customer Classes form (AR2010PL).
  10. For each customer class define whether you want to exclude this customer class from links processing and whether you want to Allow EFT, CC or both payment methods for that customer class. Also define if you want to automatically send the pay link notification using Delivery method box. The default values are: Include in payment links process, don’t send email notifications, allow both CC and EFT.

     

  11. Go to the Email Templates form (SM2040PL) and change the Invoice Payment Link or Sales Order Payment Link email template if needed.

     

  12. Go to the Invoice/Memo or Sales Order printed form and make sure QR code for payment link is printed on the form and modify it if needed.

 

The setup is now complete!

 


17 replies

Userlevel 7
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Thank you for sharing this with the community @Dmitrii Naumov!

Dmitrii,

Are we required to have a zeamster merchant account?

Userlevel 7
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@mscott00 you can download a snapshot with the connection already set up here http://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/zip/salesdemo/

That way you don’t need to register a zeamster account for testing.

 

However, for production use you do indeed need a merchant account.

Userlevel 3
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Thank you @Dmitrii Naumov. Once the setup you have documented above is complegted, can you please point me in the direction o fhow to enable Acumatica payments in the Customer Portal?  We cannot seem to get the new processing center to be visible to customers in their portal.

Userlevel 7
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@patrickACA you’ll need to have a customization for the Customer Portal. 

please send me an email at dnaumov@acumatica.com

Userlevel 5
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Hi @Dmitrii Naumov Is it available in Canada? Is there any limitations? Thanks 

Userlevel 7
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@raphrf it is available in Canada in the same scope as in US, so no additional limitations.

Userlevel 5
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@Dmitrii Naumov if I’m right , in order to have APIKEY, HASHKEY, LOCATIONID, USERID, we need to open a merchant account with Zeamster(Now Fortis), isnt it? Do you have a contact from them? they seem hard to reach. 

 

Thanks

Userlevel 5
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@raphrf it is available in Canada in the same scope as in US, so no additional limitations.

Ive just received the answer from FortisPay, “Unfortunately, the only province in Canada that we cannot process merchants for is Quebec.” So I hope there is another compatible supplier 

@Dmitrii Naumov when attempting to add an ACH payment from a sales order in Acumatica using the Acumatica Payments processing center, I get the following error: “Error : Customer does not exist. Please sync the customer.”

What do I need to do to sync the customer to be able to enter an ACH payment?

Userlevel 7
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@annie92 could you share a screenshot of this error?

@Dmitrii Naumov Thanks for your quick response! As I dug into it more I discovered I had some settings wrong and it was still trying to use the old processing center. I’m no longer getting that error. Thanks!

Userlevel 3
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Hello, Who do we get the necessary details to activate the processing center for testing first then for production?  Is there a contact at Fortis or Acumatica?

Userlevel 7
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@patrickcolgan94 for testing you can download a snapshot from here:

https://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/zip/salesdemo/

 

It already has Acumatica Payments processing center configured.

 

For dedicated sandbox and production connection, please create an Acumatica Payments opportunity through the Partner Portal.

 

Userlevel 2
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@patrickcolgan94 for testing you can download a snapshot from here:

https://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/zip/salesdemo/

 

It already has Acumatica Payments processing center configured.

 

For dedicated sandbox and production connection, please create an Acumatica Payments opportunity through the Partner Portal.

 

 

Is it possible to test the end to end process on this?  Would like to be able to test the customer payment side.    Does the payment automatically apply to the SO/Invoice or do we have to run/schedule a process to import them?

Userlevel 7
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@kkeating24 It is possible to test end to end process. 

 

The payment done via Payment link is not applied automatically on the demo account (because many people use it at the same time). If you want to test that part you need to have a separate sandbox account.

Userlevel 7
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thanks for sharing. some really good questions here that were able to help me too!

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