Configuration
Sub-Company profile creation
? How to Manage Sub-Company Profiles in Paytia Sub-Company profiles allow businesses operating multiple brands to process payments for each brand from a single, central Paytia user interface. This is ideal for organisations with multiple trading ...
How do I use SMS on the Paytia platform?
Using SMS on the Paytia Platform Overview Paytia allows users to send SMS messages for secure payment processing. This guide explains how to purchase, manage, and customize SMS messages on the Paytia platform. Accessing SMS Services Login to Paytia ...
How do I add Multi-factor Authentication to my account?
How to Enable Multi-Factor Authentication (MFA) in Paytia Multi-Factor Authentication (MFA) enhances the security of your Paytia account by requiring an additional verification step beyond your username and password. Follow the steps below to enable ...
How do I bulk import users?
How to Bulk Import Users on Paytia The Bulk Import User feature allows administrators to quickly upload a list of users to their Paytia platform using a CSV template. Steps to Bulk Import Users 1. Navigate to the Users Page Go to Administer Users > ...
Payment forms - allowing customers to choose to store their card on their account for future purchases
Stripe Stripe doesn't allow customers to make their own choice to have their payment card details stored to file or not. By default Stripe always captures a card to a customer account and sets it as a default payment type. Although useful it isn't ...
Controlling the International dial prefix on Paytia telephone numbers
Controlling the international dial prefix for phone numbers is available in the Settings > International dial prefixes sub-menu. This control page allows you to quickly add any country you want to use on the Paytia platform for inbound call divert or ...
Create and manage Campaign eForms
Campaign eForms Overview The Manage Campaigns feature enables merchants to create and manage targeted campaigns for donations and payment collections. This functionality is available through two license options: Single Campaign Management: Create ...
User prompts in Agent Capture Assist
Adding a user prompt instruction script the users see when taking payments using the Agent Capture Assist The user prompts allows you to populate a window on the Agent Capture Assist and is used for providing information, URL help links or any other ...
Editing your contact details
Editing your contact details The Contact details section of the Paytia administrative portal allows you to change the information for the following settings 1. The primary email address on your account. This is the email address you signed up with ...
How do I assign different payment types to my users?
Paytia enables users to take multiple types of payments. This article explains how to configure your user accounts to enable this, and how users take payments after a call using Agent Capture Assist The types of payments that are supported by Paytia ...
I already have a merchant account with a payment provider, can I use that?
Can I Use My Existing Merchant Account With Paytia? Yes, you can use your existing merchant account with Paytia! Here's how it works, depending on your payment gateway: Direct Payment Partner Scheme If your payment gateway is part of Paytia's Direct ...
How do I change the voice from male/female on the Payment system voice assistant?
How to Change the Voice Between Male and Female on the Payment System Voice Assistant Access the Admin Portal Log into your Agent Capture Assist Admin Account. Navigate to Default Call Presentation Go to the Configure Telephony menu. Click on Default ...
How do I add a merchant account profile to a payment gateway?
Setting Up a Merchant Account Profile on Paytia Paytia provides merchants with the ability to connect multiple merchant accounts to their payment gateway, ensuring flexibility in handling multiple bank accounts for payment processing. Here’s how to ...
Can we add account numbers?
Adding multiple account numbers and linking them to the payment gateway The Account number sections allow our merchants to build up two part account numbers i.e. our account number always start ACC then they continue either 001, 002, 003 or CC1. The ...
Can I have more than one merchant ID?
Adding Multiple Merchant IDs to the Agent Capture Assist Form Agent Capture Assist enables businesses to process payments for multiple Merchant IDs under the same payment gateway. This functionality provides flexibility for businesses managing ...
How can I make outbound calls to Paytia from a withheld number?
Allow users to call out to customers from a withheld number To set up a dedicated telephone number agents will call Paytia from withheld numbers you need two settings configured. 1. Purchase a new additional telephone number. 2. Assign the new ...
Using test cards with the Paytia service
How to Use a Test Card to Verify Paytia Works To test your Paytia service, you can process dummy or test payments using supported payment gateways. This allows you to ensure the system is functioning correctly without handling real transactions. ...
How do I add my own email service to send payment links?
Configuring Your Business Email for SMTP Emails in Paytia To enhance your business branding and ensure professional communication, you can configure your business email domain for sending SMTP emails through Paytia. Follow these steps to set up your ...
How do I upload my company logo?
How to Use Your Company Logo on Payment Links Pages To provide a more personalized experience for your customers, you can replace the default Paytia logo on the payment confirmation page with your company’s logo. Follow these steps to upload and ...
How do I change the file type of the daily transaction report?
Changing Your Report File Type Settings To modify the file type of your daily transaction report, follow the steps below: Step-by-Step Instructions: Log in to the Merchant Portal Navigate to the Paytia Merchant Portal and log in using your ...
How do I manage IP access?
Managing IP Access on the Paytia Platform Why Manage IP Access? Managing IP access is essential for: Security: Restricting access to approved IP addresses ensures only authorized users can access sensitive data, reducing the risk of hacking or ...
How do I set the countries my company operates in?
Setting Up Operating Countries for Payment Processing Overview The Operating Country setting allows you to define the countries where your users can process payments. These settings determine the billing and shipping country options available in the ...
How do I set up my security pin for outbound calling?
Security pin for outbound calling through Agent Capture Assist When you progress through the setup process if your account package has the Outbound Calling license enabled you will be asked to set a 3 digit security pin. When you call your chosen ...
How do I turn off the Keyphone setting?
The Keyphone setting will allow you the choice on whether you wish your merchant/agent to take payments via the phone without the use of Agent Capture Assist. This article will guide you on how to access this setting. Contents of Keyphone setting ...
Enabling Multi-currency Support
Enabling Multi-Currency Support in Paytia's Agent Capture Assist Introduction to Multi-Currency Support Paytia's Agent Capture Assist enables businesses to accept payments in multiple currencies, providing flexibility and convenience for ...
Can I send my customer a payment receipt?
Sending a Customer Payment Receipt Using Paytia Paytia allows you to email payment receipts directly to customers after a successful transaction. Follow these steps to activate and use the payment receipt functionality. 1. Setting Up the ...
How do I change Agent Capture Assist address fields for (AVS) Address Verification?
Changing the Billing and Shipping City Fields in Agent Capture Assist Agent Capture Assist offers administrators the flexibility to modify how the billing and shipping city fields function in the agent interface. You can configure these fields to ...
What telephone number do I enter so that customers call me?
The telephone number we will divert your secure payment telephone calls to When customers need to make a payment they can call you on your chosen Paytia secure payment telephone number (you chose earlier in the setup). Choose the country code and ...
Adding custom fields to capture more payment information
How do I add fields to send additional custom values to Paytia and a payment gateway? Note: Custom fields is an additional licence. If you require this please contact sales@paytia.com Paytia has now introduced Custom fields as an additional licence ...
How do I make an agent call-return?
This article will show you have to make an "agent call-return" for an user This article outlines call return functions and how to configure them. It covers the following: What is agent call-return? Purchasing additional telephone numbers Assigning ...