Print Reach Pay Setup and Configuration – Print Reach Help Center

Configuring the Print Reach Pay Settings in Printer’s Plan

In Printer’s Plan go to the Settings tab, open the Print Reach Pay folder and select Payment
Processing.

In the Payment Processing Settings window fill in the following fields:

Enable: Check this option to enable the Print Reach Pay integration.
Enable ACH: Check this option to enable ACH transactions (Please note, processing ACH
payments require an ACH-enabled merchant account. Please request the ACH feature if you do not currently have it.).
Processor: This field should be set to Print Reach Pay.
Test Mode: This option should be unchecked when using a live Print Reach Pay Merchant
ID. This field is only used for internal Print Reach support.
Api Username: This field stores the Api Username created by Print Reach. The value in
this field cannot be modified.
Api Password: This field stores the API Password created by Print Reach. The value in this
field cannot be modified.
Merchant ID: This field displays the Merchant ID account number provided by Print
Reach. The value in this field cannot be modified.

Default Processing Method: Select the default payment processing method that will be
used for payment processing transactions. (See the Default payment processing method below for more information about this field)

Payment Type: Select the default Printer’s Plan payment type that will be used for
payment processing transactions. (See the Print reach pay default payment type section for more information).

Send Receipts: When set to Yes, Printer’s Plan will default to sending an email receipt on
approved transactions. This feature is designed to work with the Printer’s Plan SMTP
client. The following article shows how to configure and use the SMTP client

Hosted Payment Page URL: Enter the Hosted Payment Page URL provided by Print
Reach.

Default Payment Processing Method

When processing a payment, in the Authorize Payment window you can set a default processing
method. To set this option, go to the Settings section, open the Print Reach Pay folder and select
Payment Processing. In the window that appears there is a Default Processing Method field:

The selection in this field will be applied when processing a new payment, this menu includes the
following options:

Card on File then Swipe - With this option selected, in the Authorize Payment window if
the contact has a card on file then this processing method will be selected by default. If
the contact does not have a card on file, then the Swipe processing method will be
selected by default.
Card on File then Authorize Manually - With this option selected, in the Authorize
Payment window if the contact has a card on file then this processing method will be
selected by default. If the contact does not have a card on file, then the Authorize
Manually processing method will be selected by default.
Swipe - With this option selected, the Authorize Payment window will default to the
Swipe Card processing method.
Authorize Manually - With this option selected, the Authorize Payment window will
default to the Authorize Manually processing method.
ACH - With this option selected, the Authorize Payment window will default to the ACH
processing method.

Print Reach Pay Default Payment Type

We suggest creating a payment type specifically for the Print Reach Pay integration. This payment
type will assist with the reporting of Print Reach Pay payments and has special functionality to
ensure credit card transactions are properly processed.

To create a new payment type, go to the Settings section of Printer’s Plan and open the
Accounting folder. In this folder select Payment Types and the Payment Types table will appear.
In this table add a new payment type and click OK:

After creating the new payment type, in the Settings section open the Print Reach Pay folder and
select Payment Processing. In the Payment Processing Settings window, in the Payment Type
field, select the payment type:

In a Printer’s Plan payment window, if this payment type is selected, Printer’s Plan will display an
alert message if the payment transaction is not properly recorded.

If you are running the Printer’s Plan API (Web2Plan) on your local server, for the Print Reach Pay
hosted payment page to communicate back to Printer's Plan you will need to whitelist the
following IP addresses: 52.204.238.248 and 18.204.91.231.
If you are not running the Printer’s Plan API solution (Web2Plan), payments entered on the hosted
payment page needs to be manually entered into Printer’s Plan.

Setup Customer Number 1

Customer 1 should be set up with your company address information to populate the correct data for the payments system.

Creating a Tokenized Contact (Card on File)

Creating a Tokenized Printer’s Plan contact is a PCI accepted method to store cardholder data. By
tokenizing cardholder information Printer’s Plan does not store credit card data on-site, instead,
the program stores a token linked to the contact.

A tokenized contact can be used to process credit card, or ACH transactions. For example, when
a customer provides you with credit card information to charge future invoices, this card data is
entered with a contact to create a token. On future jobs for this account, the customer’s token
(Payment Method on File) can be used to pay an invoice.

To create a Tokenized Contact (Payment Method on File) go to the Customers section of the
program and find the customer account. Open the properties windows of the customer and click
on the Buyer (or Payer) button, this will list the contacts associated with the account.

Highlight a contact and click the Edit button, this will open the properties window of a contact. In
the properties window of the contact there is a new Payment information on file section:

The Payment information on file section stores the tokenized data for the contact and includes
the following fields:

Account Name: This field stores the name of the tokenized account holder.
Account Number: This field stores information relating to the token and displays the last
four digits of the tokenized credit card.
Expiration Date: This field stores the expiration date of the credit card.
Account Type: This field stores the type of payment token, either Credit Card or ACH.
Add/Update Card: Clicking on this button allows you to add/update information to
generate a token.
Remove Card: Clicking on this button will remove token data associated with the contact.

Creating a Token

To create a token for the contact set the Account Type field (Credit Card or ACH) and click
the Add/Update Card button. This will open up the Payment Details window. In this
window enter the account holder/card information and click Submit:

This data will be captured by Print Reach Pay and a token will be generated for the
Printer’s Plan contact.

Tip: If a customer has a tokenized contact, and prefers that invoices are paid with a card
on file, make the following adjustment to the customer account.

In the Customers section of the program find and open the properties window of the
customer account. In the properties window set the Paid By field to the Print Reach Pay
default payment type (See the above Print Reach Pay Default Payment Type section for details)

The selection in the Paid by field is used as the default payment type when entering a
new payment for the customer account. The Print Reach Pay default payment type has
a special function to help ensure an integrated credit card payment is properly
processed.