Here is how you set up Acumatica Payments in 2023r2 version of Acumatica ERP.PrerequisitesMake 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: 11eda672c8d689b4ae137d65USERID: 11ecb74a72b0eb6ba237fcd7APIKEY: 41db9b32681e5a2ea1122e40HASHKEY: 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 KeyThen go to Locations → Your Location and copy Location Id.Then go to the settings of the location→ usersSelect your user and copy the UserID In Acumatica make sure you have the following settings.The Acumatica Payments feature is active on the Enable/Disable features form (CS100000) On the Ac
Hello community, As you probably know, in 2024R1 we’ve released an ability to retrieve reports in PDF format from the system via API.You can find more about that feature here (page 11). Now, we’d like to add mapping for some reports to allow you to do it via the Default endpoint. Please help us to determine which reports should be mapped. Any suggestions are welcome, but if you also specify what you are going to use it for that’s even more valuable. Thanks in advance!
Hello Community, I’ve prepared a Sales Report that you can use to review credit card sales transactions by branch by certain period. You can then drill down to review specific date by payment methods used and users who took the payment and even drill down further to review individual transactions. See the customization package attached (2024 R1 compatible).
To Configure Payment Receipts for Acumatica Payments you’ll need three components:Payment Receipt report GI with the list of Payment Receipts to send Business event to send payment receipts once the payment is ready.As for the Payment receipt report, you just need to configure it the way you need. You can do it using Reports designer, see more here: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=24b77bbe-0eb3-4d37-9350-071ae5743571 Here is an example I’ve created The next step is to create a GI that shows only payments that you’d like to automatically print the receipts for. E.g. you’ll need payments that only use CC payment method and that are released and processed. And finally, you’ll need to create a business event that looks at the GI and creates a new email one the new record appears in the GI and set up Email notification for it. Once you have that set up, every new captured payment in the system will automatically generate an email with attached receipt form an
Sometimes you may need to include information about payments made against a specific invoice into a printed Invoice form. Here is how to do it:You need to create a simple report that includes payment information you’d like to see. In order to do that, use Report Designer (to learn more about the report designer please refer to Report Designer Training or Acumatica Help website). The report needs to contain information from ARPayment table (the table that contains data about payments in Acumatica). However, you want to have the payments that are applied to the specific Invoice, so you need to also have ARAdjust table (that table contains data about links between Invoices and Payments) as a part of your dataset: The relation between the ARAdjust and ARPayment is the following: And finally you need to filter the dataset using the Invoice details. To do that use Invoice DocType and RefNbr parameters: Finally, add the fields you’d like to have in your “Payments” section: Now you can save
Dear community, We are collecting feedback about technical webinars you’d like to see.Please leave a comment for the webinar you’d like to attend. Also, if you have other ideas for webinars, feel free to suggestAcumatica Unit tests Framework Acumatica DB Upgrade process Performance troubleshooting New UI – practical session Webhooks BQL/FBQL - getting started BQL/FBQL - deep dive Import/Export providers Working with dialogs
Dear community, We are collecting feedback about technical webinars you’d like to see.Please leave a comment for the webinar you’d like to attend. Also, if you have other ideas for webinars, feel free to suggest.
Hello everyone! We are currently working on a new version of the Default REST API Endpoint and we’d like to hear from you. Are there any specific screens you’d like to see in the new version of the endpoint?Are there any workflows you’d like to see supported? We’d be happy to hear your feedback and hopefully incorporate it into the new version of the endpoint to make it more convenient for you to integrate with Acumatica ERP via REST API.
I want to share some tips and tricks for Acumatica Payments that is a part of Acumatica ERP 23r2. How to make the Payment Link look nice in the email notificationAcumatica can send Payment links to customers to pay their invoices. The default notification looks something like this: If you want the payment link to look like a text with a link, you need to do the following:Go to Email Templates and open Invoice Payment Link template Remove the default ((PayLink.Url)) Click Insert → Link Select ‘File from the Web’, for URL use ((PayLink.Url)), for Insert Link use any text you want and Click INSERT Enjoy your beautiful link in the email!
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