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All integrating Partners and Clients and/or Software Platforms work with the Payrix Solution Engineers and Sales Team to create a Scope of Work (SOW) that describes what your integration will look like and the associated requirements across the Payrix Platform.
During Pre-implementation, you will work with a Payrix Solution Engineer to fill in the Partner Pre-Integration Form. This page includes details about all of the information that you will need to provide on the form.
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Building a Scope of Work with our Prospect Platforms involves a discussion about Features and Risk Considerations and collects data on how our Clients hope to leverage Payrix Platform across the 4 primary quadrants related to Payment Facilitation:
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Reporting Integration
Question | Note |
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Reports are managed via the portal | |
Reports are pulled by Partner/Client via API | |
Scheduled reports created and generated by Payrix | |
What type of reporting do you utilize today, and how do you provide reporting to your clients? | Example:
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