Setting up the Bill & Pay Integration
Once an account has been created with i3 Merchant Solutions Bill & Pay, you can enable to the integration.
Before you begin
- Set up an account with i3 Merchant Solutions Bill & Pay.
To set up the Bill & Pay Integration
- From
> Setup menu, click Company > Preferences > Integration tab.
Multi-Company only: From > Setup menu, click Company > Companies > Integration tab.
- Click the Bill & Pay tab.
- Enter the following information:
| Biller ID | This is the ID provided in the email from i3 Merchant Solutions. |
| Password | This is the password you set up with your i3 Merchant Solutions account. |
- Click Test.
When you click the Test button, Ajera will check to see if you have authorized Ajera to send data to and from your Bill & Pay account. If you have not, it will launch your browser with the link to the App Authorization site where you can enter your Bill & Pay username (Biller ID) and password. Bill & Pay will then allow Ajera to connect to your account.
- Check the Enable Bill & Pay check box to enable the integration.
This check box is only available after the test has succeeded.
- Click Sync Historical button to sync outstanding invoices to Bill & Pay.
| Note: | After this button has been clicked and historical information has synced, this button changes to Re-sync Historical. |
- To sync convenience/service fees from Bill & Pay, select the Sync Convenience Fees from Bill & Pay check box and enter the following information:
| Account to credit | Select the default account to use for the Miscellaneous Receipt created for the convenience fees. |
| Department | If using departments, select the default department to use for the Miscellaneous Receipt for the convenience fees. |
- Click Save to save the integration settings and close the dialog box.
When the integration has been enabled and you click Save, client information and outstanding invoice information will sync to Bill & Pay.
