Payfirma is a payment solution provider that integrates with Spire. Payfirma allows processing of credit card payments for ‘Card Not Present’ transactions, from invoicing and accounts receivable.
To obtain more information about how to establish this integration from Payfirma see (www.payfirma.com/engage/spire-systems).
Configuring Spire with Payfirma
- Contact Payfirma to setup an account
- In Spire Server Administration on the server, select ‘Integrations’
- Click on ‘Connect’ and then ‘Continue’
You will then receive a confirmation message to log into the Payfirma account.
Log into Spire with an admin user
Then you can ‘SIGN IN’ to Payfirma using the email and password given to you by Payfirma.
You will be asked to allow Spire to access Payfirma.
After connecting Payfirma to Spire, you then get the opportunity to manage company access, and select which companies will be permitted access to the Payfirma account by selecting the radio button beside them.
*Note – If you encounter an Internal Server Error when trying to connect the Payfirma integration, you will need to first login to http://hq.payfirma.com with the main email that is used for the Payfirma account. Then attempt to reconnect the integration. 
Payment method
In order for payments to be recognized as interfacing with Payfirma, at least one Spire Payment method with the Credit type must be configured with the “Enable” setting in the Integration section, with a Type of “Integrated credit card processor”.
Customer Credit Cards
You likely will want to save customer credit cards for use in sales payments, instead of re-entering the full information every time. Spire will not store the credit cards directly, but instead will vault them in a secure location within the Payfirma portal, and only access information securely when needed. Customers can have one or more credit cards saved.
After saving card information, only the last 4 digits and expiry are displayed in Spire. When information about the customer changes, you can sync this with the stored customer data within the credit card processor vault. If you maintain multiple credit cards for a customer, you can set one of them as a default, so that whenever you choose to process a payment using this credit card, it will automatically be selected for use.
You can edit the expiry year when a new card is available to replace an expired card.
Usage in Spire
When active, and configured appropriately for use with payment methods, card not present transactions can be processed in sales processing, point of sale and accounts receivable.
Payments can be processed through invoicing a sales order, and payment is accepted on the tender screen.
Sales order deposits also support Payfirma, and after the tender is made, the deposit acts as a deposit normally would in Spire.
You can alternatively “Authorize” a transaction for pre-authorization within sales orders, from the Credit Authorizations button. In this case, the payment is recorded, but instead of immediately charging the credit card, a pre-authorization occurs. At a later time, the company can “capture” this pre-authorization and convert the pre-authorization into a deposit on the order or a payment when invoicing.
Refunds through negative sales orders can also be processed, and indicated on the tender screen.
Refunds can also be processed by voiding a payment in Accounts Receivable, which will automatically be processed back to the same credit card without requiring re-selection.
