This guide provides a comprehensive walkthrough for configuring payment gateway integration within your Dazos CRM system. Establishing this integration is vital for enabling secure, direct payment processing, streamlining billing workflows, and enhancing the customer experience. Proper setup ensures accurate financial record-keeping and efficient management of transactions directly within your CRM environment.
Before You Begin
Administrator Access: You must have administrative privileges to access the Integration and Payment Gateway settings.
Account Details: Ensure you have the email address and credentials associated with your specific payment processor (e.g., Stripe, Authorize.net).
Branding Assets: Have your company logo and any necessary "Terms of Service" documents ready for upload.
Instructions
1. Access Your CRM Dashboard: Log in to your Dazos CRM instance to reach the main interface.
2. Navigate to Settings: Locate and click on the Settings (gear icon) in the main module panel.
3. Select CRM Settings: Click on CRM Settings to access the core administrative configurations.
4. Access Integration Options: Within the CRM Settings panel, locate and click on Integration.
5. Select Payment Gateway Settings: Click on Payment Gateway Settings to open the processor configuration interface.
6. Configure Payment Gateway Email: Locate the Enter Email... field and input the email address associated with your external payment gateway account.
7. Define Service Fee (Optional): Click on the Service Fee field and enter the percentage or fixed amount that will be applied as a service charge for transactions.
8. Upload Required Files/Logos: Click on the designated file fields to upload your company logo and any relevant billing documents required for the payment portal.
9. Enable Customer-Facing Payments: Toggle the Enable Customer Facing Payments switch to "On." This allows clients to pay via secure portal links.
10. Allow Custom Payment Amounts: Click to enable Allow Customers to specify their payment amount if you want to grant clients the flexibility to pay any amount.
11. Enforce Full Balance Payment (Optional): Enable the Force customer to pay their full balance option if your policy does not allow partial payments.
12. Input Customer Instructions: Click the Instructions text area and type any guidance or legal disclaimers you wish to display on the payment page.
13. Save All Configurations: Click the Save button at the bottom of the page to apply the settings.
Verification / Expected Result
Once saved, you can verify the integration by navigating to an active Invoice or Account record. If configured correctly, a "Payment Link" should be available to share with the customer, and the payment portal should display your uploaded logo and instructions.
Troubleshooting / Common Errors
Portal Not Loading: Ensure "Enable Customer Facing Payments" is toggled on. If this is off, the links will appear broken to customers.
Payment Failures: Verify that the email entered in Step 6 matches your processor account exactly. Any discrepancy may prevent the CRM from communicating with the gateway.
Logo Not Displaying: Ensure your uploaded file is in a standard web format (PNG or JPG) and is under the system's file size limit.