Updated in feature release 2.8.1 (June 2, 2020): Tipalti integration now allows you to schedule a payment using NetNow service. To learn more - [Making a Payment]

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Overview

With this integration enabled, the Everflow platform can make seamless payments from Networks (Payers) to Partners (Payees) via Wire and ACH.

For a video overview of an integration with a new Tipalti account - [Click Here].

For a video overview of an integration with an existing Tipalti account - [Click Here].

For more about Tipalti - [Click Here]

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General Information

  • Tipalti is an API integration enabled within your Everflow account.
  • IPNs need to be setup in Tipalti in order for Everflow to receive payment notifications and mark invoices as paid, etc.
  • Partners can be added to Tipalti via the API with existing IDs or new IDs.
  • Partners can update billing information themselves via the Partner Portal, if enabled by the Network.
  • Payments are made from your Everflow portal.

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Enabling the Tipalti Integration

Navigate to Control Center - Integrations > Billing > Tipalti.

  • If you do not already have a Tipalti account, select Sign Up in order to create one.
  • If you already have a Tipalti account, click Add, and then Enable the integration using the toggle. Enter the Payer (Network) Name and API key.

Please note that your API key can be found on the Tipalti console.

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IPN Setup

Copy the IPN URL located in the Tipalti integration section of your Network portal (Control Center > Integrations > Billing > Tipalti):

In your Tipalti console go to Administration > Integrations > IPN setup.

Create the following IPNs using the URL provided by Everflow:

  • Ipn payment completed template
  • Ipn for declined payment group
  • Ipn for cancelled payment
  • Ipn for deferred payment
  • Ipn for payee details changed (New July 18th)

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Partner Integration With an Existing Tipalti Account

For a video overview - [Click Here].

Once the Tipalti integration has been enabled, it will appear as a payment method in the Partner billing form.

You will want to make sure that Partners are unable to update their billing information in the Partner Portal. To disable this go to Control Center - Configuration > Global Settings - Edit.

To update Partner billing information, navigate to Partners - Manage > Select Partner > Edit > Billing. Since the Partner has an existing Tipalti account, turn on Use Existing Payee ID, and then enter that Payee ID from Tipalti.

When you have finished setting up their account, their status will change to payable and you will be able to pay invoices via the integration:

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Partner Integration Without a Tipalti Account

For a video overview - [Click Here].

Once enabled, a Partner who is new to Tipalti and therefore doesn't already have a Payee ID, will need to add their payment information so that Everflow can generate a Payee ID that syncs up directly with their Everflow account.

Step #1

You will want to make sure that Partners are unable to update their billing information in their UI. To disable this go to Control Center - Configuration > Global Settings - Edit.

Step #2

To update the Partner billing information, navigate to to Partners - Manage > Select Partner > Edit > Billing. Since the Partner does not have an existing Tipalti account, turn off Use Existing Payee ID.

Step #3

Please instruct your Partner to create their account using their Partner portal by navigating to Company - Settings > Billing - Edit. This is also where your Partner can check in the status of the Tipalti Integration.

Step #3A

If your Partner needs to update their billing information, they can click Edit Tipalti Information to fill in the form.

Once done, the Partner will need to click Back to Billing in the top-left of the screen. Everflow syncs with Tipalti every 10 minutes and will update their account status. The Partner will finally be able to receive payments when the section displays like this:

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Making a Payment

To pay a Partner invoice using Tipalti, go to Partners - Invoices. Select the invoice and click Pay.

Please note that depending on the configuration of your Tipalti account, you may need to approve in Tipalti in order to execute the payment after "paying" in Everflow.

Click Pay Invoice on an invoice where the payment method is set as Tipalti.

Please note that, if enabled on the Tipalti platform, it is also possible to accelerate a payment using Tipalti's NetNow service.

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New Tipalti Account Integration

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Existing Tipalti Account Integration

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