Changing your set up
Bulk import users
If you want to import a list of users you can use the Bulk import User feature This is found in the Administer users > Users sub menu https://accounts.paytia.com/merchant/agents On the Users configuration page you will see the button to Bulk import ...
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 ...
Changing which card types and brands are accepted by the Paytia payment service
Controlling card brand and card type acceptance Paytia has created a licenced service allowing a Paytia account administrator to decide which card types and card brands are accepted by their business. Card brands - this is the financial organisation ...
Change your Paytia account main email address and 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 ...
I already have a merchant account with a payment provider, can I use that?
Enquiring about a payment gateway that you already use and what Paytia can do to connect with that payment gateway. Paytia has a direct and indirect payment partner scheme. If your payment gateway is on our direct scheme we can setup your Paytia ...
How do I change the voice from male/female on the Payment system voice assistant?
How to change the voice between male/female on the Payment system voice assistant In your Agent Capture Assist admin account, go to Configure telephony and click Default call presentation From here you can select on the setting at the bottom of the ...
How do I use Paytia Webhooks?
Configure webhooks in the Paytia merchant administrative portal Webhooks are used to notify and send information out from the Paytia platform to third party service providers. At present the webhook service allows telephony partners that wish to add ...
How do I add a merchant account profile to a payment gateway?
Setting up payment gateway profiles on Paytia Each merchant account on the Paytia service is connected; by default to one payment provider gateway service. Customers who require the use of more than one bank account will have multiple merchant ...
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 ...
How do I add an API key on Paytia?
Generate a API key for your Paytia account The Paytia service requires API keys to be generated if your business or developers are integrating new services to Paytia merchant accounts. The API key specifies the merchant account on the Paytia platform ...
What does the call records log menu allow me to do?
The call records menu allows you to see all the inbound and outbound telephone calls made through the Paytia platform. This menu gives access to additional detailed information by using the Action buttons, View and Webhooks. Call records page Access ...
Can I have more than one merchant ID?
Adding multiple merchants ID's to the Agent Capture Assist capture form Payment gateway setup The payment gateway function was created for businesses that wish to take payments for more than one merchant ID associated to their payment gateway ...
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 can I use a test card to verify Paytia works? Dummy or test payment cards can be used to trial your Paytia service with selected payment gateways. The list of supported gateways is expanding — contact Support for the latest list. To enable test ...
How do I add my own email service to send payment links?
Add your own email account to send STMP emails out to customers. If you want to have Paytia use your own business domain when sending payment links you can configure your SMTP email account from the Paytia merchant portal, Settings menu. Portal ...
How do I upload my company logo?
Using your company logo on Payment links pages If you want to use your own company logo on the webpage that your customers see when confirming the payment and entering their payment card details then this can be carried out from the Paytia portal ...
How do I change the file type of the daily transaction report?
Changing your report settingsThis article outlines the report setting category and how to configure. It covers the following: How to add or remove a file type from the daily transaction report How to add or remove a file type from the daily ...
How do I manage IP access?
This article will demonstrate how to manage IP access whitelisting on the Paytia platform Why would I want to Manage IP access? Security: By managing IP access, you can control who can access Paytia. By restricting access to specific IP addresses or ...
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 ...
How do I update my payment card?
Showing the process of updating the users payment card When your subscription expires for a variety of reasons, such as an expired card. The merchant portal will require you to update your card. To do this - 1. Navigate to the Dashboard sub-menu on ...