Introduction
Flex integrates with PayEngine so you can combine the benefits of Flex with the expertise of PayEngine's payment management systems. Flex sends payment links through PayEngine to be sent out to clients. Flex receives the payment status back from PayEngine so you can easily check the payment's progress, and access the link to the PayEngine invoice directly from Flex.
How it Works
When your company's Flex administrator has connected Flex to PayEngine, any authorized user can send a payment link. This payment link is sent out to the client, allowing them to submit payment on a secure page created by PayEngine.
ⓘ PayEngine payment links can be sent out from Flex on a Financial Document (i.e. quote, invoice).
Flex is connected directly to PayEngine, allowing you to see real time payment statuses within the PayEngine Integration Settings. You can access the specific Payment Link, and connect to your merchant's portal where you can do so much more!
You'll need a PayEngine merchant account for your company to get started. For additional information, learn more here.
Next Steps
Now that you understand the big picture for using PayEngine with Flex, get started by connecting Flex to PayEngine.