Before you begin, these are the settings that must be configured in order to take payments in Tyler Cashiering.
First, locate the URL and integrator key
You should already have an email thread with mygovpay@persolvent.com regarding your setup. If they have not already sent you the payment service URL and integrator key for Tyler Cashiering, please email to request them now.
Next, locate the account key and account pin
- Log into ClientPay (You should have received a “Welcome to ClientPay!” email in your inbox. Click the link in the email to set a password.)
- Go to Settings > General
- Scroll down to the Merchant Account Keys section and click Show
- Locate the Integration Point Name Tyler Cashiering
- Click the Show icon to remove encryption
- Copy the Key from ClientPay and paste it into the Account Key field in Tyler Cashiering
- Copy the Pin from ClientPay and paste it into the Account Pin field in Tyler Cashiering
- Click Save in Tyler Cashiering to save your settings.
Now it's time to take a few minutes to finish customizing ClientPay
- Go to Notifications in the left navigation bar
- The All Payments daily summary report is already added by default allowing you to easily reconcile receipts posted in Energov. Use the yellow Emails box to add or remove recipients. You can enter multiple addresses in one field if separated by a comma. If you do not wish to receive this report, simply click the X to remove.
- Use the + button to explore/add more system notifications.
- Click Save before you leave the page.
- For enhanced security, we recommend turning on multi-factor authentication for all users in ClientPay. Go to Settings in the left navigation bar and click on Security at the top of the page.
- Locate Users and change the toggle to On.
- Click Save before you leave the page.
- Go to Users in the left navigation bar to add other users.
- Click the Create User button.
- Enter the user's first name, last name, and email address.
- Depending on their role in your organization, decide whether you want to give admin access or limited access. Admin has access to all areas of the system. If you do not check Is Admin, you can customize the user's access and limit their permissions.
- Click Save before you leave the page.
- Repeat 9-12 until everyone on your team who should have access to ClientPay has been added.
The integration is complete!
If you have a service fee pricing model, transaction totals will include the service fees whereas the totals in Energov reporting do not include those fees. For easier reconciliation, many customers create a custom report in ClientPay that filters out the service fees. You can either log into ClientPay to run the report on demand when needed or you can schedule it to send by email.
- Within ClientPay, go to Payment Manager > Reports
- Click Create Report
- Select Personal or Global (Personal is tied to one user and can only be updated by that user. Global means the report is available to all Users on your account.)
- Go to Date Range
- Use dropdown to select from a pre-selected range or use custom for other reports. Select Yesterday to create a daily batch report similar to the USAePay Batch report.
- Go to Filters
- Check the box next to Show declines, errors and voids
- Click + to add a filter
- Field / Data Type = Item Name
- Operator = Does Not Contain
- Search Criteria = Program Fee
- Go to the Report Layout section
- Group By = Line Item
- Move the Items for the Report between Available and Included on Report so the Included on Report column is everything you want to see. We recommend adding Cardholder Name, Payment ID, Status, Item Name, Date, Type, and Item Amount. (Note: Item Name must be on the list in order to be able to filter out program fee line items on the report!) Drag and drop to set the order of the columns.
- If you wish to have the report emailed on a recurring schedule, change Set Email Schedule to On and set your schedule preferences. Otherwise, leave the toggle set to No.
- Click Save and Run to run it now and save the settings so you can run it again at any time.