Implementation Guide

This guide provides partners with all information to set up, test, and launch Payrix integration as part of their application. This process includes four main phases:

1. Pre-Implementation - Work with Payrix to create a Scope of Work (SOW) describing your integration and identifying requirements across the Payrix Platform.

2. Sandbox Setup - In the Payrix Sandbox environment, you will define the settings and workflows utilized in the platform features of Payrix for your integration.

   • Merchant Boarding

   • Payment Acceptance

   • Fees and Billing

   • Funding

3. Testing and Migration - Once your sandbox application is set up, Payrix will help to test and migrate your implementation to the Payrix Production environment.

4. Merchant Support Features - Enabling Payrix Merchant Support features gives your merchants the ability to manage disputes and run reports.

The diagram below illustrates how the Payments Integration and Merchant Support features work together to provide the benefits of the Payrix platform:

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Additional Resources:

• Pro Client Quick Start Guide - Covers the entire implementation process for Pro Clients, including pre-implementation, setup, and testing.

• Risk & Compliance Guide - How integrators can manage risks associated with accepting payments.

• Setting Up Web Alerts (Webhooks) - Using Payrix alerts to manage workflows via webhooks.

• Setting Up Email Alerts - Using Payrix alerts to manage workflows via email alerts.

• Implementation FAQ - Frequently asked questions about integrating Payrix.

• PCI Compliance and Information Security - Maintaining PCI compliance and ensuring the security of customer information.

• White Label and Customized Branding - How to incorporate custom branding into Payrix integrations.