In order to utilize the Payrix solution as a Vendor it is required to go through a certification with our Launch or Pro platform. Please reference our Service Desk for information on the Vendor/Referral solution.
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Step STEP 1 - Engage: Reach-out to sales@payrix.com to engage ENGAGE: Connect with our Sales team at sales@payrix.com to discuss your solution and what you want to accomplishstrategic goals for integrating payments. During this phase Sales will go through an opportunity engagement to find the right platform for your solution and needs.Step 2 - Solution: After an initial engagement with the Sales team in this phase , Sales works to understand the opportunity so they can recommend the ideal model for your business needs and goals.
STEP 2 - SOLUTION: After a preliminary conversation with the Sales team, you will begin solutioning your implementation with the Payrix team and be assigned a dedicated relationship manager (RM) to help you through the process. Your RM will dive more deeper into your specific needs and requirements to scope the project.
Step STEP 3 - ImplementationIMPLEMENTATION/Certification: After your project has been solutioned appropriately CERTIFICATION: Following the solutioning process, your RM will engage the our Implementation team to be as a technical resource to walk you through the API and best practices so , ensuring that as a the facilitator Payrix , we can meet the needs of your solution and your merchants. In this phase we , we’ll review the following:
Setting How to set up your API credentials for our API.
Merchant boarding technical requirements
Merchant boarding risk considerations
Merchant Management for
Technical requirements for merchant boarding
Risk considerations for merchant boarding
How to simplify merchant management by setting groups, fees , and withdrawals.Sale Creation and
How to create a sale and configure Capture/Settlement processes.
The Implementations team will validate and certify your solution based on the requirements and needs outlined for your clientsyou’ve disclosed. After completion of this has been completed, your RM will schedule a call with Operations to go through an overview of review our boarding and support procedures.
Step STEP 4 - Launch (Go-LiveLAUNCH (GO LIVE):Once all the your certification and requirements have been completed, your RM and the Implementation team will make sure you have our teams will have everything necessary for a successful launch. Your RM will assist with boarding the first merchant and Implementations will validate that your client is able to successfully process a transaction and settle. Once After we’ve validated end-to-end process flow has been validated , we will schedule a launch call with be scheduled to address any outstanding questions with your go-live into Productionproduction questions.