Setting up Autotask Payment Processing

SECURITY  Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Finance, Accounting & Invoicing > Payment Processing

By default, Autotask Electronic Payments is inactive, and the Payment Processing page and other related features are hidden. You must first activate the feature. Refer to Activations.

The fields that appear on the Payment Processing page will depend on where you are in the setup process.

After the feature has been activated, the Payment Processing link will appear in the Finance, Accounting & Invoicing section of the Admin pages. To open the page, use the path(s) in the Security and navigation section above.

1. To begin the sign-up process, click Learn more.
   

2. You will be redirected to the ConnectBooster website to get in contact with our sales team, and will receive a confirmation email that somebody will be in touch. Please complete all required fields and click GET ME A DEMO!

3. On the Payment Processing page, the fields that are required for completing the integration will now appear.
   

IMPORTANT   Stop here! Before you can proceed, you must have an active BNG Gateway account to generate the public and private keys required in the next step.

You can complete the setup during or after the meeting with your implementation manager:

1. With the Autotask Integration page open in ConnectBooster, return to the Payment Processing page. To open the page, use the path(s) in the Security and navigation section above.
2. Complete the following fields:

Name	Description
Private Key	During the ConnectBooster account setup, a public key and a private key are generated for the integration with Autotask. These are required before you can proceed. Copy the private and public keys shown in ConnectBooster and paste them into the Private Key and Public Key fields in Autotask. Note that the keys are immediately masked in Autotask and there is no way to unmask them, so proceed carefully.
Public Key
Payment Types available in Autotask	Payments can be entered by you in Autotask and by your client in the Client Portal. Refer to Processing a payment and Making a payment on an invoice. Here, you select the payment types you want to accept in both environments. You can either enable credit cards, eChecks, or both. For information on eChecks, refer to What is an eCheck? At least one payment type in one environment must be enabled for the Payment Processing feature to be activated and the Process Payment option to be available on the Invoice and Invoice History pages.
Payment Types available in Client Portal

3. Click Save. A banner at the top will confirm that your input was saved successfully.
   

NOTE  We do not validate that the keys are working in the payment portal, only that keys you entered were saved in Autotask.

4. To edit your settings or disable payment processing by clearing the Payment Type check boxes, return to this page at any time.

You are now ready to process payments.

Enabling Payment Processing introduces the following changes to Autotask:

• A new Payment Search page lets you search and manage payments. Refer to Searching and managing payments.
• A new Process Payment button appears on the Invoice page. Refer to Processing a payment.
• A new Process Payment option appears on the Invoice History context menu. Refer to Managing invoices from Invoice History.