Nexio is a merchant services provider that CoreBridge partners with, allowing you to process credit card transactions directly through the CoreBridge interface. Integration with Nexio will also allow your customers to pay directly through their customer portal.
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Benefits of Integrating with Nexio
- By integrating with Nexio, you will avoid duplicate data entry between your credit card machine and CoreBridge, speeding up workflow.
- Because CoreBridge is cloud-based, you can accept credit card payments anywhere that you have access to the internet.
- Nexio is very competitive on pricing and will match the rate of your existing merchant provider (if it is lower than Nexio’s published rate).
- You can securely store customer credit card information in the system while maintaining PCI-DSS compliance. For more details, please contact Nexio. For more information about Nexio, please see Nexio - FAQ For Online Credit Card Processing.
- Your customers can make payments directly through their CoreBridge Customer Portal.
How to Integrate with Nexio
To integrate Nexio with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
Installing Nexio
1. Once you have navigated to the Integration Marketplace, select the Payment folder.
Note: Nexio can also be found within the All folder, or by using the search filter.
2. Click Nexio.
3. Click Install.
4. Once installed, select View/Edit Settings to connect your Nexio account to your CoreBridge system.
5. Fill in the Merchant ID.
6. Fill in your Username associated with your Nexio account.
7. Fill in your Password associated with your Nexio account.
8. Click Connect.
Note: You may only have one Payment Integration active at a time. If you currently have another in use, you will see a warning message alerting you to set the other to inactive in order to use Nexio.
Once you have successfully connected with Nexio, you will be directed to this screen.
a. You may edit your credentials here at any time.
Note: Clicking this button will set the integration back to In Configuration status.
b.The Test Account button is available to ensure your integration is communicating properly with the merchant.
c. The Display Name will show when you choose your payment method.
d. Use the dropdown to select the Deposit Account.
e. Use the checkboxes to select your preferences.
Note: You can access this screen at any time by navigating to Settings / Integrations / Installed Integrations and selecting Nexio.
Enabling Payment Integration
Begin by navigating to Settings / Accounting / Payment Methods.
1. Toggle Credit Card (Nexio) on.
There are two options in the More Actions menu under the Ellipsis to the right of the toggle. Here, you will see two options: Edit and Set Default.
The Edit option allows you to change the Deposit Account associated with the payment integration.
The Set Default option allows Nexio to be set as the default payment method when you make a payment on an Order. When set to Default, you will see a green star next to the name.
Payments
When using Nexio as the payment method, you may take the payment from within an Order, or use the Payments screen.
Taking a Payment Within an Order
Begin by navigating to Sales / Orders.
1. Select the Order you would like to collect payment on.
2. Click Enter Payment.
3. Using the dropdown menu, select Credit Card (Nexio).
4. Fill in the pertinent information in the payment form.
5. Click Submit Payment.
Taking a Payment Using the Payments Screen
Begin by navigating to Sales / Payments.
1. Click the Green Plus button to begin a new payment.
2. Select the name of the Company from the dropdown.
Note: For systems with multiple Locations, you will also need to select the Location.
3. Select the Order or Orders you would like to collect payment for using the Green Checkboxes.
Note: Once you have checked the box, the Payment Amount field will automatically populate. This may be adjusted on this screen if you would like to enter a partial payment. Once you click Continue, you will no longer be able to change the payment amount.
4. Click Continue. This will bring up a payment pop-up.
5. Using the dropdown menu, select Credit Card (Nexio).
6. Fill in the pertinent information on the payment form.
7. Click Submit Payment.
Refunds
You may initiate a refund from within an Order or from the Payments screen.
Refunding Within an Order
To initiate a refund from within an Order, begin by navigating to Sales / Orders.
1. Select the Order you would like to refund.
2. Click Payment History.
Note: This will open up a new tab in the Payments section of your system.
3. Select the Payment you wish to refund.
Note: You may click anywhere along this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
4. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
5. Click Initiate Refund.
6. Select Credit Card (Nexio).
7. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
8. Include a Reason for Refund, if desired.
9. Click Process Refund.
Refunding Using the Payments Screen
To refund from the Payments Screen, begin by navigating to Sales / Payments.
1. Select the Order you would like to refund.
Note: You can click anywhere on this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
2. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
3. Click Initiate Refund.
4. Select Credit Card (Nexio).
5. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
6. Include a Reason for Refund, if desired.
7. Click Process Refund.
