Purpose: Integrating with Basys streamlines the payment process, offering convenience and security for both you and your customers. Cater to different customer needs, online payments or over the phone, increasing the likelihood of successful transactions.
Please note:
API key can be found within BASYS account, contact BASYS support for assistance
Deferred payments are valid for 30 days in BASYS
Find out more about BASYS services on their website
MOTO payment method should be used if taking payments over the phone
Only one payment provider can be integrated with at a time
View integration
Profile icon > Integrations > Payments > Basys
Setup integration
Add integration > Connect to BASYS > Enter BASYS API key
Select Commusoft payment method from drop-down
Tick 'MOTO payment method' > Continue
Manage integration
Manage integration > Change payment method > Continue
Disconnect
Disconnect > Type Disconnect > Disconnect
Dependant settings:
Once BASYS is integrated, the below settings should be reviewed:
Collect card details at job creation
Invoice email template
Invoice portal settings
Payment email template
Deferred payment message
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