Set up Cin7 Pay

1. Create account

The process of creating a Cin7 Pay account depends on whether you already have a Stripe account.

• If you have a Stripe account, setup will be quick. Connect your account, review your info, and adjust some settings. You’ll be taking payments in minutes.

• If you don’t have a Stripe account, you’ll submit key business documents and accept the Connected Account Agreement. This will take up to 15 minutes if you have the required documents ready.

To create an account:

1. From the Money menu in the navigation, open Cin7 Pay.

2. Click Create account.

3. Under Account details, click Add information.

4. Enter your email address.

   • If you’re connecting to an existing Stripe account, enter that account’s email address.

5. Click Submit.

6. Log in or set up two-factor authentication (2FA) with Stripe.

7. Follow the on-screen instructions.

2. Financial accounts

Before you can start processing payments, ensure you’ve chosen a payments clearing account in your Xero or QuickBooks Online integration settings:

1. From the Accounting menu in the navigation, open your Xero or QuickBooks Online dashboard.

2. Open Settings.

3. Open the Settings tab.

4. Either:

   1. Xero: Under Accounts > Payment Accounts, choose a Payments account.

   2. QuickBooks Online: Under Accounts > Default Accounts, choose a Payments account.

5. Click Save Settings.

Find out about reconciliation

3. Payment channels

Enable the channels where you accept payments from customers:

• B2B online store—Customers pay at your B2B checkout

• Invoice Pay Now—Customers pay via sales document templates

• Merchant-initiated transaction—You enter customer payment details via the sales order

Set up your payment channels

4. Payment methods

The following payment methods are available by default:

• Credit card

• Debit card

• Google Pay

• Apple Pay

• Amazon Pay

• Link

• Australia: BECs and Afterpay

• Canada: PADs and Affirm

• European Union: SEPA

• New Zealand: Afterpay

• United Kingdom: Bacs, Clearpay and SEPA

• United States: ACH, Affirm, and Afterpay

To add or remove payment methods, contact Cin7 Omni Support.

5. Surcharges

To cover payment partner fees, you can add a surcharge to Cin7 Pay transactions:

1. On your Cin7 Pay dashboard, open Settings.

2. Open Surcharge settings.

3. Select Apply a surcharge.

4. Enter the Percentage Fee.

5. Optionally, to send email summaries of surcharges to customers, select Email Transaction Summary to Payer.

6. Click Update.

6. Logo, notifications, and payment descriptor

After a payment with Cin7 Pay, customers land on a confirmation page, which you can customize with your logo:

1. Host your logo online to generate a URL.

2. On your Cin7 Pay dashboard, open the Account and setup tab.

3. Open Settings.

4. Open Custom Settings.

5. Add your logo’s URL under General > Payment Portal Campaign URL.

6. Click Update.

You can also send confirmation emails upon payment too:

1. On your Cin7 Pay dashboard, open the Account and setup tab.

2. Open Settings.

3. Open Custom Settings.

4. Under Invoice > Email Payment Confirmation To, select recipients or enter their emails.

5. Click Update.

And you can update your payment descriptor (shown on customers’ bank statements):

1. On your Cin7 Pay dashboard, open the Account and setup tab.

2. Under Account > Public details, click Edit.

3. Update and save your descriptor.

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• Zendesk publishing.4.log-2014405138.zip30 KB