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Reckon Payments - Reckon One

Overview

You can connect Reckon Payments, powered by Novatti Payments, with Reckon One to receive money from your customers. Learn more about Reckon Payments.


Pre-requisite

Before you integrate Reckon Payments with Reckon One, you will need to choose the default Bank account in the Receipt Settings. This bank account will be used when creating a Receipt transaction in your Book when an Invoice is paid by your customer.

  1. Open your Book > go to Settings > Money in
  2. Choose your bank account in the Default bank account
  3. Click Save


Enable the integration

  1. Open your Book and go to Settings
  2. From Integrations section, click Payment services
  3. From the list, click on Reckon Payments
  4. You will be taken the sign-up page of Reckon Payments. Click the Connect to Reckon button to get started
    1. If you are an existing user, click on the Login link
  5. You will be asked to login via Reckon Identity Server using the Reckon Portal account detail that you use to access your book
  6. You will need to allow Novatti Payments (provider of Reckon Payments) to integrate with your Book
    Please note that you will need to select all the permissions (read, write & offline access) for the integration to work.
  7. You will then need to enter your contact detail and click Proceed
  8. An email will be sent to you to fill up the required application form


Application form

Before you can start accepting payments from your customers, you will need to complete the application form. Once the above steps are completed, you will receive an email from Reckon Payments (powered by Novatti) that contains a link to fill up the application form.

After the application form is submitted, along with your verification documents, your application will be reviewed. Once your application is approved, you will receive a confirmation email.


How it works

After your application is approved, the integration will be enabled automatically and status of Reckon Payments will show as Active.

When you email an Invoice to your customer, the email will contain a Pay invoice link. This link is specific to your book and the invoice you have emailed.

Clicking the Pay invoice link will take the user to the Reckon Payments Portal where they can pay using their preferred payment method.

Reckon Payments will then create a Receipt in your book and link it to the Invoice to mark it as Paid.


Disable the integration

To turn off the Reckon Payments integration with Reckon One, please email support@reckonpayments.com.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/

Or Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Getting Started with Reckon Payments

FAQs - Reckon Payments

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