Guides

Connecting Paychex (Invoices)

The Paychex integration lets you securely store a customer's credit card and charge it directly against an order or invoice, using a Paychex payment gateway account.

Before You Start

You need a Paychex payments gateway account (a CardPointe merchant account set up through your Paychex payments representative).
Have your Merchant ID, CardPointe Username, and CardPointe Password ready.
Connecting requires Settings access (access level 27).

What This Integration Does

Like the Moneris and Elavon integrations, this connects to a wholesale customer's order or invoice, not a walk-in POS. Once set up, you can:

Email a customer a secure link to enter their card, which stores it as a token on file.
Charge that card directly from BarSight against an order's balance.
Update a stored card.

Connecting Paychex

Go to Settings → Integrations.
Find the Paychex tile and click Activate.
Enter your Merchant ID, CardPointe Username, and CardPointe Password.
Save. The button changes to Configuration once connected.

[SCREENSHOT: Paychex connection form asking for Merchant ID, CardPointe Username, CardPointe Password]

Using Paychex

Once connected, a Paychex Vault box appears on each customer's profile with the card on file (masked) and options to update it or request one by email.

[SCREENSHOT: Paychex Vault box on a customer profile]

On an order's payment screen, you'll see Request Card Info, Update Card, and Charge Card on File buttons — the charge button stays disabled until a card is on file.

[SCREENSHOT: Charge Card on File button on the order payment screen]

Tips and Limitations

Saving a card requires a small verification hold that the customer's bank must approve — if their bank declines it, the card can't be saved.
The card's CVV is never stored, only a secure token reference.

Related Features

See the full list of available integrations on the API Integrations overview.