Setup Paragon/Nuevi Credit Card Payment Gateway

Versa can connect to your credit card payment gateway and charge customers' cards in the application when recording payments on orders and on invoices. The customer's credit card will be saved securely and can be used later.

Paragon/Nuevi Payment Solutions

You first need to configure a hosted payment form in your Paragon account. This is used by Versa to securely store your customers' credit card information.

a) Log in to your Puresight virtual terminal and add these 2 custom fields under Administration, Custom Fields. The field names must be CustomerBillToId and PaymentGatewayId with a type of String.

See screenshot below.

b) Click on Hosted Form under Administration. There are multiple tab for this.

Options Tab: Check page is Active and Customer and Payment tokenization.

• The Fields tab submit callback needs to be set. The URL and production-host are the same host you log into Versa with (www8.versaclouderp.com, for example). The callback URL: https://production-host/payment_gateways/hosted_form_submit_callback.
• Use POST for submitting needs to be checked. The two custom fields added earlier need to be marked as visible
• In the Misc Tab, click on generate credentials. You will be given a user name and password for the hosted payment page. Note this as we need to enter them into Versa laer.

Then go back to Versa Cloud ERP

In tools menu, Integrations, Payment Gateway. Choose to enter a new gateway for Paragon/Nuevi and you will be asked to provide Username, password which you use to log into (Puresight), Merchant Key, and currency of the payment you are taking. All payment recorded will be put under a GL account so choose a GL account to use. It is recommended you create a dedicated GL account as a clearing account before the money collected from gateway is deposited into your bank account.