Platform
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 ...
Call quality issue troubleshooting
In order for Paytia to troubleshoot call quality issues it would be great if you can explain how the call sounded to each party on the conversation. 1. Could one party not hear the other at all (one way audio)? If so which party could not hear the ...
Manage numbers list
This article discusses the Manage numbers list category and how to assign inbound/outbound calls to your users while still using the numbers you've assigned. It covers the following: The Manage Numbers list Paytia service Number type Additional ...
Manage subscription
How to navigate and manage your subscription Managing subscriptions and billing Under Subscriptions and billing you can: Upgrade your purchased package to an alternative edition of Agent Capture Assist Download invoices for your subscriptions and any ...
Whisper announcement
How to find and use the whisper announcement The whisper setting allows the user to be informed that the call relates to a Paytia inbound payment by playing a short double beep. The whisper announcement is located under the sub menu Configure ...
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 ...
Upgrade Package
Upgrading your package whilst on the Paytia platform Contents of upgrade package On the left-hand side of the Paytia platform you will see a category named Subscription and billing, click here and sub-menus will appear. Please click on the sub-menu ...
Extra features
Adding extra features to your merchant and user account To add extra features find the Subscription and billing sidebar on the left-hand side of the admin portal, there you will find just below the add extra features button. Once you have clicked on ...
Third-party logs
What does the third-party log menu allow me to do? Third-party logs The third-party logs menu allows you to see all the webhook data that Paytia returns to your system when using the Paytia API services. This menu gives access to additional detailed ...
CDR details view
What does the Call records details view show me? The Call records details (CDR) view is available to show detailed information relating to each call that takes place over the Paytia system. From here you have access to a logged record of each event ...
Webhook request button
What does the Webhook request button show me? Webhook request button The Webhook Request button will show you all the webhooks associated with the call that has been made/received. The webhooks are shown in the order that the Paytia platform has sent ...
Log information
What does the Log information menu allow me to do? Enhanced log sub-menus Transaction logs Third-party logs Call records Third-party webhook logs Summary of each log file Transaction logs The transaction log menu allows access to logs related to a ...
Third-party webhook logs
What does the third-party webhook log show me? The Third-party webhook log shows all the data reviewed from a third-party system into the Paytia platform filtered by the X-PAYTIA-API key the data was sent with. The X-PAYTIA-API is unique to each ...
Transaction logs
What does the Transaction logs allow me to see? Transaction logs The Transaction log menu allows access to logs related to a transaction that has been made. The transaction needs to have been sent to the processing bank for the record to show. This ...
API details
What can I see in the API details view? API details shows you all the internal API exchange between Paytia telephony and API services. This is used for troubleshooting and transparency of the data passed internally on the Paytia service. The API ...
Payment history
Payment history for transactions This article outlines the payment history category and how to configure. It covers the following: Contents of payment history Columns in the report Search and filter Contents of payment history This section is used ...
Data-capture
Customizing data capture This article outlines the payment history category and how to configure. It covers the following: Contents of data-capture Address-verification system (AVS) Contents of data-capture On the left-hand side of the Paytia ...
Call records
This section is used for accessing information on telephone calls or transactions processed. This article outlines the call records category and how to configure. It covers the following: Contents of call records Columns in the report Export, search ...
SIP call settings
How to navigate SIP call settings on the portal The SIP call settings allow you to change how you pass telephone numbers on your telephone system, so you can see the correct CLI and DDI calling. To find SIP call settings, login to the Paytia service ...
Payment-line
Edit and navigate through payment-line This article outlines the Payment-line category and how to configure. It covers the following: Editing your payment-line My new secure payment number Where we send incoming calls The number from which you call ...
Call presentation
How to navigate through call presentation This article outlines the call presentation category and how to configure. It covers the following: Contents of call presentation Payment system voice assistance Whisper announcement Contents of call ...
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 ...
Departments
How to create and navigate through departments This article outlines the department category and how to configure. It covers the following: Contents of departments Adding departments Example when set Contents of departments A default department ...
Users
How to navigate the users section Administering users Click on Users in the left-hand menu to change, add or delete users. If you have available user licenses you will see the following screen. Adding or deleting user licenses If you wish to purchase ...
Agent Capture Assist administrator Dashboard
The contents of the dashboard when signed into Paytia's Agent Capture Assist The main window of the admin console tells you the package or version of Agent Capture Assist that you're using and a summary of user activity, which includes the use of ...
User role rights
This article will guide the merchant on creating user role rights and how to apply them to user that they create A mechanism that will be useful when creating users is the creation of User role rights. The Paytia platform uses security rights to ...
How do I register my payment card?
How to register a card to pay for Paytia's products. Once you have verified your email address it is time to enter the payment card that will be used to pay for Paytia's products and services. Enter your long card number into the field labelled "card ...
How do I capture a card?
This article will show you how to capture a card whilst using Paytia's Secure Virtual Terminal. In the Secure Virtual Terminal the user would see a dropdown for payment type and all the available payment types they have been granted access to. ...
How do I set up Agent Capture Assist for the first time?
How to get up and running using Agent Capture Assist Contents 1. How to sign-up and login to Agent Capture Assist 2. Connecting your payment provider account to Paytia 3. Set up your telephony 4. Register your payment card 5. Getting started Sign up ...
Set the countries your company operates in
How can we set the countries we take payments for? Login to the portal Pick operating countries Select your country Set default country Operating country allows you to pick the countries your user's process payments for. To check if you have the ...
How do customers call my existing phone number & still take payments?
In this article we explain the three ways to enable you to set up your telephony so that you can take secure card payments on incoming calls There are three ways to enable Paytia on your incoming calls: 1. Publish your new Paytia number Instruct ...
How do I add the Paytia payment service IP address to my payment gateway?
Trusting Paytia on your payment service gateway account Some payment gateways operate by whitelisting the IP address where payment requests are sent from. If this is a requirement you will need to use the following details to trust Paytia on payment ...
How do I reconcile payments made via Paytia?
This article explains how you can match payments to your order records when using Paytia. Paytia transaction details are posted to your payment gateway with metadata to enable you to distinguish phone payments from other channels in your ...
How do I add an additional user license?
The following article will guide to to adding extra user licenses to your account There are two places you can purchase additional user licences. 1. The Administer users > Users menus 2. The Subscription and billing > Add extra features menus If you ...
Can I send my customer a payment receipt?
You can. This article explains how to activate, setup and use the customer payment-receipts function 1. Setting up the payment-receipt function 2. How to send customers a payment receipt 1. Setting up the payment-receipt function Go into the ...
When do we pick a telephone number?
How do I choose a secure telephone number? As part of the account setup process you will be able to pick a telephone number for the country your package was created for. The country will already be loaded and you can use the area code field to filter ...
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 ...
How do I take recurring payments?
This article explains how you can take recurring payments securely during calls using Paytia Agent Capture Assist In this article we explain the following: Login Beginning a payment Recurring payment options Recurring detail Taking an immediate ...
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 ...