Integrated payments
Bring payments into your business workflow.
NACCA helps merchants discuss how payment acceptance can connect with invoicing, accounting and other business processes. Start with the systems you use, the information your team needs and the work you want to improve.
Your payment environment
Follow the information.
The business record
Where does the invoice, order or account information begin?
The payment
How does your customer pay, and which system handles that step?
The next task
What does your team need to see or do afterward?
Start with the workflow
Connect the conversation to everyday work.
Invoicing & orders
Discuss how customers receive an invoice and make a payment. Identify where order information is held and how the payment is associated with that record today.
Accounting & reporting
Consider how your team reviews payment activity and keeps account records up to date. Clarify where information is needed and which steps are handled by staff or software.
Other business systems
Bring your ERP, CRM, ecommerce or other business-system requirements into the discussion. The relevant options depend on the specific software, environment and configuration.
An integration’s capabilities need to be considered for your particular setup. Do not assume that systems are compatible or that payment information will synchronize automatically.
Explore the available paths
Start with your systems.
The Integrations hub organizes the conversation around healthcare, business software, payment gateways, ecommerce and developer requirements.
Explore Integrations- Invoice-driven businessesQuickBooks® Online
- Health systems & affiliatesEpic
- Oral surgery practicesMaxilloSoft
- Other business softwareYour software
Availability depends on the application, environment, payment method and configuration.
Capability is one part of the picture.
Software capabilities, deployed configuration and actual transaction qualification are different questions. Integration alone does not establish commercial-card qualification or guarantee savings.
Understand Level II & Level IIINACCA’s role
Discuss. Coordinate. Support.
NACCA helps frame payment requirements around your business environment, coordinate implementation with the people involved and provide ongoing payment support.
NACCA’s role is distinct from the functionality supplied by software and integration providers.
Already a NACCA merchant? Get support
Clarify requirements
Discuss your customer payment channels, current software and the information your team needs.
Coordinate implementation
Bring together the people responsible for payments and business systems to discuss scope, configuration and responsibilities. The work involved depends on your environment and the chosen solution.
Continue the conversation
NACCA is generally your first contact for integration support. Partner and gateway assistance is also available during their office hours; availability varies.
Several systems or providers to coordinate?
Discuss your requirements, dependencies and merchant account structure with NACCA.
Next step
Let’s look at your payment environment.
Tell us about your business, the systems you use, and what you want to improve.
Contact the Payments Team