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

Building a Scope of Work (SOW)

Partner Pre-Integration Discussion

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Boarding Integration Options	Note
Portal (manual signup)	Clients will be boarded via the Payrix portal
Signup Forms	Merchants will be boarded via an online signup form.
Full API Boarding	The Full Boarding API is a managed service allowing you to complete flexibility in the creation of a new merchant location(s)
Bulk-boarding	Payrix will work with you to meet the necessary technical and underwriting requirements for bulk onboarding, simplifying the process of migrating your existing Merchants to Payrix from another platform.

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Question

Note

Payment Methods

Please describe your ideal payment workflow:

Example:

Customer visits your website, selects products, clicks “pay now”.
The customer enters payment information to pay for the product.
Payment is approved, and the customer is given the option to save card details for future payments.
The product is dispatched.

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Question	Note
Portal Only	Reports are managed via the portal
Payrix API	Reports are pulled by Partner/Client via API
Scheduled Reports	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: Reconciliation Reports Transaction Research User Log

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