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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.

Table of Contents

Building a Scope of Work (SOW)

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 the Payrix Platform across the 4 primary quadrants Merchant Support features related to Payment Facilitation:

  • Merchant

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  • Onboarding

  • Payment Acceptance

  • Fees, Billing, and Funding

  • Merchant Servicing

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Info

SOW

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Examples:

Ahead of your SOW call:

The following steps will be required ahead of creating the SOW:

  1. Complete and submit the Payrix Payments Cloud Partner Pre-Integration Form. (See Partner Pre-Integration Form below for assistance.) A Sales Representative will review your form and resend for your signature.

  2. Sign the form and email it to Payrix Implementations at implementations@payrix.com.

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SOW Discussion

Partner Pre-Integration Discussion

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Question

Note

What industries or verticals are your target markets?

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  • Field Service MgtManagement

  • Clothing Boutique

  • Education / Healthcare

  • eCommerce

  • Non-Profit/Associations / Church Mgt Management

  • Food Truck

  • Membership MgtManagement

  • Billing / Invoicing / Messaging

  • FSR Advance

  • Registration / Scheduling

  • FSR Lite

  • Janitorial / Maid

  • Restaurant

  • Gymnasium

  • Medical / Legal / Dental / Vet

  • Healthcare

  • ApptAppointment-Based (Salon-Spa)

  • Hotel - / Leisure

  • Auto Shop Contractors

  • Liquor Store

  • Pet Store

  • C Convenient Store / Deli / Grocery

  • Professional Services

  • QSR

  • Simple (SMB) Retail

How do your clients take payments today?

Brief description explaining how your clients accept payments today.

Example: A practice management solution for dental offices that focuses on accepting payments through text to pay...

What are your goals and objectives for the user experience?

ExampleExamples:

  • My “My merchant currently uses my software for invoicing.

  • We’re “We’re generating a link that is sent to the patient. They open it, enter password gated information (last name and DOB that has to match the practice database) and then access a URL where the can submit payment.

Processing Capabilities

  1. Select Yes or No to let us know whether you need Card Present Integration. If Yes, proceed to Card Present Integration. If No, proceed to Card Not Present.

  2. Enter your Card Present Volume percentage.

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