Connecting Flex to PayEngine

• Introduction
• Information Required for your PayEngine Merchant Application
• Connecting to Your PayEngine Account
• Configuring the Basics
• Next Steps

Introduction

This article covers the basics of getting started with your Flex to PayEngine integration. Be sure to check out the PayEngine | Overview and Key Concepts for general information. 

Information Required for your PayEngine Merchant Application

Within the application, here is an overview of some of the information you should have ready for when you apply:

• Business Type - The business type you use to file your business taxes.
• Merchant Category Code (MCC) - Four-digit code assigned by merchant type; typically requested when signing up for business credit card.
• Legal Corporation Name - Business name used for tax purposes.
• DBA - Doing Business As, a.k.a. Trade Name, if applicable.
• Annual Revenue - Annual revenue that you use to file your business taxes.
• SSN - Business social security number.
• Applicant Details - Details should be for the user who is in charge of other financial aspects for the business.
• Total Monthly Sales - Projected monthly sales from both credit card and bank transactions.
• Highest Transaction Amount - The highest amount you expect to bill for using payment links.
• Average Transaction Amount - The average amount you expect to bill for using payment links.
• Bank Details - Deposits will go into account(s) connected here.

Often, PayEngine will request documents to verify your information, so they might be good to attach to your application: 

• Last 3 bank statements
• Voided Check
• Tax Returns (typically requested for higher-volume merchants) 

All of this information is also available in your instance by clicking on the Checklist icon on the Merchants tab. To access, navigate through  Main Menu >  Integrations > PayEngine > Merchants tab

Connecting to Your PayEngine Account

Navigate to the PayEngine integration settings: 

1. In Flex, on the   Main Menu, click  Integrations.
2. Click PayEngine.
3. Once in the PayEngine Integration Settings, navigate to the Merchants tab.
   
   
   
   
4. In the bottom-left corner of the page, there are two buttons: Create New Merchant Account & a Checklist icon.
   

   

• • • Checklist icon - opens a popup with a list of the information typically requested by PayEngine in the application process and what to expect in the process.
    • Create New Merchant Account - opens a popup to enter the legal business name of your merchant. Clicking "Create" will create the merchant in Flex and bring you to the PayEngine site to fill out the application.

The email address is populated automatically by Flex and cannot be changed. If you already have an account, click the sign in link instead to connect to your existing account information.

     5. Complete the application and submit.
     6. You will receive an email from PayEngine within 48 hours, either with an approval or request for further information.

Multiple Corporate Identities for Multiple PayEngine Merchants

For creating and configuring additional Merchant accounts after creating your first one, check out this article for Multiple Merchants for PayEngine.

Configuring the Basics

From the PayEngine Integrations Settings tab, click the Authorizations subtab (if not selected already). 

Select the desired users/groups under Authorized Users and Authorized Groups.

This selection allows users to see and use functions associated with PayEngine (i.e. Send a Payment Link).

Next Steps

Now that Flex and PayEngine are connected and the basics have been configured, start sending payment links or, if needed, add multiple merchant accounts and adjust additional settings.