If you’re currently using an external processor within our platform, we make it easy to switch to CivicPlus Payments, a fully integrated, secure, and supported option. This article walks you through what to expect and how to get started.
Why Switch?
Here are a few reasons to choose CivicPlus Payments:
All in One Experience: Payments are fully integrated with your existing software, no external portals or credentials needed.
Simplified Reporting & Reconciliation: One place to track transactions, payouts, refunds, and fees.
Streamlined Support: A single support team for both software and payments, so no bouncing between providers.
Optimized for Government & Public Sector: Our payment solution is designed to meet the needs of municipalities, departments, and agencies.
Transition Steps
Here’s how the switch works:
Contact Us: Reach out to your account manager or our support team to express interest in switching.
Review & Confirm: We will walk you through the benefits of switching and answer any of your questions.
Provide Required Info: You’ll complete a quick onboarding form, see Setting Up CivicPlus Payments.
Set Up Your Merchant Account and Payment Configurations: We’ll coordinate with you on setting up your merchant account, along with your payment configurations.
Test and Begin Processing: We’ll provide you with instructions on testing, switch from your old processor to CivicPlus Payments, and you can begin processing with your new payment solution.
What to Know Before Switching
Reporting will be the same in your current CivicPlus software, it’s just enhanced with additional reports from our Payments Portal.
Migrating Payment Accounts (commonly known as Cards on File migration) will be available for select gateways. Reach out to your account manager for more details.
New devices will need to be ordered and set up if you’re taking in-person payments.
Refunds & Chargebacks from past transactions will still route through your old provider until those cycles are complete.
Ready to Get Started?
Reach out to your account manager to begin your transition to CivicPlus Payments. We’ll make it seamless and keep you informed every step of the way.