Why would you use this:
Streamlined onboarding with real-time status updates.
Centralised payment management within ERP Go.
Secure, fast transactions via Klipboard Money.
Improved customer experience with easy payment options.
How to Set Up Klipboard Money
Step 1: Enable the Integration
Navigate to the Integrations page by going to System Setup.
Locate Klipboard Money and click connect.
The system will run validation checks to ensure your depot information is correctly formatted.
Step 2: Connecting to Klipboard money for the first time:
Once you click connect, this will register your interest with Klipboard money, and a member from the Klipboard money team will reach out to go through the next steps with you.
Step 3: Using “Pay by Link” Once activated.
Ensure that "take payment" is enabled for the account.
When taking a payment, simply select “Klipboard Money Pay by Link” as the method.
The system automatically generates and sends a secure payment link to the customer.
View your payment
You can view your payments using the payment transaction page within ERP Go.
