Integrating Payment Gateways in Britixo CRM UK.

Introduction:

Britixo CRM UK seamlessly integrates with popular payment gateways, allowing your clients to pay invoices online securely and efficiently. Integrating payment gateways with your practice management software reduces delays, speeds up cash flow, and enhances your clients’ payment experiences.

Step-by-Step: Integrate a Payment Gateway in Britixo

1. Access Payment Gateway Settings

• From the Britixo dashboard, go to Settings > Payment Gateways.
  
  

2. Select Your Preferred Payment Gateway

Britixo supports leading gateways such as:

• PayPal
  
  

• Stripe
  
  

• Authorize.net
  
  

• Mollie

• Or (any other payment gateway)
  
  

Select the gateway you'd like to configure from the provided options.

3. Configure Gateway Credentials

• Enter the required gateway information:
  
  

• API keys (provided by the gateway service)
  
  

• Account credentials (login and secure tokens)
  
  

• Ensure all information is accurate; errors can prevent successful payments.
  
  

4. Enable the Gateway

• Set the status of the gateway to Active.
  
  

• Click Save to finalise the integration.
  
  

Testing Your Payment Integration

• Create a test invoice with a small amount.
  
  

• Send the invoice to yourself or a team member.
  
  

• Follow the invoice payment link and verify that the payment completes successfully.
  
  

Managing Integrated Gateways

• You can enable or disable gateways at any time under Settings > Payment Gateways.
  
  

• Adjust gateway preferences depending on client locations or payment methods.
  
  

Security and Compliance

• Britixo CRM UK ensures payment gateway integrations adhere strictly to PCI and GDPR compliance standards.
  
  

• Payment data remains securely managed and encrypted.
  
  

Pro Tips:

• Offer multiple payment options to improve invoice payment times.
  
  

• Regularly review gateway transaction logs for discrepancies or issues.
  
  

• Clearly communicate available payment methods to your clients.