Details regarding the integration between OCC and PaySimple
PaySimple/One Click Contractor Integration
An application needs to be completed and sent into PaySimple by the contractor (or we can do it for them) to be approved for the PaySimple Integration.
- Application: PaySimple Link
Once PaySimple approves the Application, they will send an email to our team (Dev Team & Trina) to let us know it is approved. Once the approval email is received, the API Key needs to be activated. Trina (or a backup person) will go into the proper Org on the Integration Tab and click on Pay Simple to enter the UserName (API User ID) and Token (API Key).
- The UserName and Token issued by PaySimple are unique for each contractor.
Once the steps above are completed, the Integration for PaySimple will be complete so the Contractor can accept customer payments.
The contractor can accept payments via Credit Card from their customers using the "Make Payment" button on the Proposal and Agreement tabs as shown below.
After clicking "Make Payment", the screen to
the right will pop up. The total amount of the
Agreement will automatically populate. The
amount can be manually updated if the
customer is paying a different or partial
amount at the time of payment.
Complete the transaction by entering the credit card information and click "Complete Payment".
PaySimple/One Click Contractor Integration (cont’d.)
After the payment is processed, a few confirmations will be triggered as noted below.
- A dialogue box will appear showing the payment is “authorized”. If there are any problems with the payment, this step in the process will reflect any issues (i.e. card declined).
- On the Information tab, scroll down to the “Payment” section and the payment/status will be captured for payment confirmation.
3. Once the payment is confirmed, an email will go to the person identified on the initial payment request. This is typically the email automatically populated from the Info tab and can be changed during the “Make a Payment” step, if necessary.
