Global Payments

The images and steps in this topic are based on our new design (which you can currently switch on and off). If you haven't switched the new design on, the images may look different.

Collect card payments in person, online or over the phone with guaranteed payments in 2 to 3 days.

Visit Global Payments for more information or to sign up for an account.

Get help and support from Global Payments.

Set up Global Payments

  1. Select your user account initials, then Account Settings.

  2. From Configuration Settings, select Receiving Payments.

  3. From Global Payments select Settings.

    4. Select Sign Up to Global Payments to create an account if you do not already have one.

  4. Enter the Merchant Id, Shared Secret and Account Name for your Global Payments account.

  5. Select the Bank Account, Currency and Payment Method you want to assign to Global Payments transactions in IRIS Kashflow.

    6. You can add additional payment methods.

  6. Select Default Payment Provider to make Global Payments you default payment processor.

  7. 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.

  8. Select Connect.

That's it, you are set up and ready to take Global Payments when viewing an unpaid sales invoice. Additionally, the Global Payments powered Pay Online button will be added to your PDF sales invoices where customer can access the secure payment portal to pay you directly.

Collect payments using Global Payments

From sales invoice

  1. From Sales > Sales Invoice select any unpaid invoice to open it.

  2. From Payments select More actions > Card payment.

    3. screenshot highlighting the more actions and card payment menu option for a sales invoice ing IRIS Kashflow

  3. The Global Payments card payment form displays. Complete the customer card details and select Take Payment.

  4. Once the payment has been verified the invoice timeline will update accordingly.

From Pay Online button

  1. Send the sales invoice PDF to the customer with the usual method.

  2. When the customer views the PDF they will be able to select Pay Online.

    3. screenshot of the Pay Online button on a sales invoice PDF generated by IRIS Kashflow

  3. The Global Payments payment for will display. The customer completes their payment details and selects Pay now.

    4. screenshot of the Global payments one off payment form in IRIS Kashflow

  4. Once the payment has been verified the invoice timeline will update accordingly.