PayThem by Draycir enables you to get paid faster by accepting invoice payments by credit cards and bank transfers via our 'Pay Now' button on outgoing emails. This streamlines the process of collecting payments securely and swiftly, enabling your customers to settle outstanding invoices in just a few clicks.
PayThem works with payment providers such as Stripe, Opayo (previously SagePay), TranSafe, TrueLayer, and Total Processing, making payment collection hassle-free.
Add a Company in PayThem
The first step is to configure your PayThem company within the PayThem Admin Portal itself. To add a company, please follow these steps.
- Login to the PayThem Admin Portal
- Click on Settings from the menu in the bottom left-hand corner of the screen.
- From the menu select Companies.
- When the page appears, click on the Add Company button in bottom left-hand corner
- Enter the name of the company
- Enter the company short name and description (This is optional)
- Select the correct ERP system from the dropdown menu
- Enter the Host Id
- If you wish to copy settings from an existing company click Copy Settings From drop down to select the company
- Click on Add to finish
Link a PayThem Company
Once you have added your company to PayThem, you can link this to Credit Hound Cloud by selecting the company within PayThem Settings from the drop down.
If you have multiple Credit Hound Cloud companies, please ensure you select the correct PayThem company to link to.
Setup Prerequisites
If you have not completed the setup for PayThem and have some outstanding configuration tasks, these are listed as mandatory and recommended Settings that must be done before you can use PayThem with Credit Hound Cloud,
You can launch the PayThem Admin Portal via the link in blue.
The outstanding configuration tasks listed are:
Mandatory
- Configure Payment Provider
Draycir PayThem supports a number of different Payment Providers. You need to configure a payment provider in the Admin Portal before you can start accepting payments.
- Company Details Incomplete
Details on your company are missing and need to be completed within the PayThem Admin Portal.
Recommended
- Add Website Details
Add your company website details to display on the payments page your customers receive. Enter your company website address in the format 'https://www.mysite.com'.
- Upload a Company Logo
Upload a logo to display on the payments page your customers receive.
Once you have configured these settings within PayThem, refresh the screen and remember to save your changes,
PayThem Button Style
You can choose from a range of PayThem button styles to better match what the user can see when directed to our secure PayThem payment page that lists the invoices selected that are due for payment.
If you're using Spindle Document Distribution alongside Credit Hound Cloud, you can upload original invoice documents - these will then be available for your customers to view via the Pay Now button, helping them confirm invoice details before making a payment.
To give you more control over how these buttons appear, you can choose the text and colour of the PayThem button added to your chase emails. Whether you want customers to Pay Now, View Invoices, or explore Payment Options, you can choose the style that best matches your tone and encourages faster payments.
To select a PayThem button style:
- Go to Company Settings.
- Open the PayThem Settings tab.
- Select the Button Style section.
- Use the dropdown menu to choose your preferred button style.
- A preview of the selected button will be displayed below.
PayThem Button StyleButton Style Options
You can choose from the following button styles in different colours:
- Pay Now
- Payment options
- Pay and view invoices
- Pay or view invoices
- View documents
- View invoices
Where the Button Is Used
The selected PayThem button style will be used in:
- Email Templates (e.g. in Collection Paths)
- Manual Emails (when sending emails directly to customers)
When you change the PayThem button style, it automatically updates the button used in all existing Email Templates where a PayThem button is currently included.
A confirmation dialog will appear when saving a new button style, prompting you to confirm.
Unlink a PayThem Company
You can remove the connection to your PayThem Company by clicking on the Unlink button next to the company name. This will stop Credit Hound from sending out Payment Requests on your outbound emails. If you wish to reconnect Credit Hound Cloud to your PayThem Company, re-select the company name from the drop-down list and save your settings.
After connecting to PayThem, you can configure your Email Templates and manual emails with a Pay Now button. By adding this Pay Now button to your outbound emails, your customers can receive a payment request by clicking on this button to be redirected to a secure payment page.