BASYS

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

  1. Add integration > Connect to BASYS > Enter BASYS API key
  2. Select Commusoft payment method from drop-down
  3. 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

Related guides:

Payment methods