Payments Setup

NextRequest uses our Payments (CivicPlus Pay) product to process payments. Payments is a secure, PCI (Payment Card Industry)-compliant, application. This article outlines how to set up and use Payments.

Important Note:

In order to process payments through NextRequest you will need to purchase NextRequest's Payments module and CivicPlus Payments. If you are interested in the Payments module, please contact Support.

Setup Process

1. Contact your Customer Success Manager (CSM) to let them know you are interested in CivicPlus Payments

2. Choose a Gateway Provider to use with Payments

3. If applicable, purchase hardware for the gateway

4. Your CSM will work with our Support team to set up the integration in your  NextRequest site. Depending on the gateway selected, there may be some configuration needed on your end. Review the following resources for more information:

   • Configuring Authorize.net

   • Configuring Forte

5. Once your Payments account is configured, it will show up in the Payments section of your Portal Settings

6. You will now be able to test and confirm invoice payments are working as expected

Resources

• Payments Documentation

• Set Your Hourly Rate

• Log Hours Spent on a Request

• Invoice Requesters for the Cost of a Request

• Invoicing and Payments Report

• Invoice Templates