Set up a payment processor
Payment processors enable you to take payments from your customers using a variety of different methods (debit / credit card, bank-to-bank, Direct Debit, etc.). Each payment processor may offer different payment methods and fees.
We have our own payment processing service called IRIS Pay which is included with your subscription.
Other payment processors include GoCardless, Worldpay, Square, Global payments, Stripe and PayPal.
- Go to Settings. (If you've switched to the new design, select your initials, then Account Settings.)
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From Configuration Settings, select Receiving Payments.
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Select Settings for the required payment processor. From the payment processor's own page, register for an account or enter existing sign-in details.
Once your account is set up, you need to apply some settings to connect the payment processor to IRIS Elements Cashbook.
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Enter your login information and the Bank account to use for recording the payments.
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Select the Currency of your bank account.
IRIS Elements Cashbook doesn't currently support multi-currency bank accounts.
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Select the Payment method to record these payments as. You can add additional payment methods.
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To test your connection to the payment processor, select Test Mode. No customer payments are collected.
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To use this payment processor for the invoice Pay Online button, select Redirect me to PayOnline settings.... Complete the required information, then Add PayOnline button to invoices.
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Select Update.