Module Overview
The ProgressionLIVE Payment Module allows you to accept in-person payments or send secure payment links (Pay by Link) to your customers by email or SMS directly through your automations. It simplifies payment tracking and integrates seamlessly with your existing workflow.
Note: The module is currently in beta and is undergoing continuous improvements.
What Is This Module Used For?
Send secure payment links without manual intervention.
Automate payment requests based on a task's status.
Track payment statuses directly in ProgressionLIVE.
Accept in-person payments using Progression payment terminals.
Offer multiple payment options based on customer preferences (secure payment link or in-person payment).
How to Use the ProgressionLIVE Payment Module
Activate the Payment Module
Request Access to the Module
To activate the payment module in your ProgressionLIVE account:
Contact our payment partner ValPay directly at sales@valpay.com to schedule a meeting with a representative.
The ValPay team will assist you in completing your onboarding process.
Wait for approval of your application.
Work with the Progression team to connect the module to your environment.
Important: The module cannot be activated without prior approval from the ValPay team.
Configure the Payment Module
Step 1: Add a Payment Integration
IMPORTANT: Before completing this step, verify whether the integration is already active in your account.
Navigate to: Settings → Customer Payments
If a ProgressionPayment integration is visible, the payment module is already active.
If nothing appears, you must add the ProgressionPayment integration.
Note: When you receive the confirmation email from our team indicating the payment module has been activated in your account, this step has usually already been completed.
Navigate to Settings → Customer Payments.
Click Add Integration.
Select your payment provider (ValPay).
Enter your Store ID (available in your ValPay portal or through our Technical Support team).
Click Save.
Add the gateway as a Favorite.
Tip: Using a favorite gateway makes it easier to select when creating automations.
Step 2: Create the Required Workflow Statuses
You may refer to the Process Configuration documentation when setting up workflow statuses.
Commonly used statuses include:
(500) - Sent to Terminal
(675) - Send Payment Link
(680) - Payment Received
Tip: You are not required to use these exact statuses if they do not fit your workflow.
Important: Sending payment requests to a terminal must occur before the (600) - Completed status.
Step 3: Configure an Email Automation
ProgressionLIVE automatically inserts the payment link into an email using the automation module.
Navigate to Management → Automation.
Create a new automation or edit an existing one.
In the email configuration:
Compose your message.
Enable Include Payment Link in Email.
Select the configured payment platform.
Save the automation.
Trigger the Payment Link
Move the task to the status configured as the trigger.
The email is sent automatically.
The customer receives a secure payment link.
In-Person Payments with ProgressionLIVE Payment Terminals
ProgressionLIVE now supports in-person payments through payment terminals offered by the Progression team.
Please refer to the terminal user guide to set up and activate your payment terminals.
How Payment Terminals Work
Terminals allow you to collect in-person payments directly from customers.
They complement the existing secure payment link option.
Transactions can be associated with the corresponding task or invoice.
Note: Payment terminals are available upon request and subject to availability.
Step 1: Order a Payment Terminal
To obtain a Progression payment terminal:
Submit a request directly to the Progression team.
Our team will assist you with ordering, setup, and training.
Important: Payment terminals are not shipped automatically. Each request is reviewed individually to ensure compatibility with your environment.
Step 2: Configure a Payment Terminal
Once your terminal has been received and activated according to the user guide, follow these steps:
1. Create a Terminal Payment Request Automation
Go to Management → Automation.
Create a new automation of type Payment Request to Terminal.
Select the appropriate task type.
Select the status that will trigger the payment request.
If the required status does not exist, create a new workflow status first.
2. Link the Terminal to a Human Resource
To allow ProgressionLIVE to identify which terminal belongs to which user, the terminal must be assigned to a human resource.
Locate the Terminal Serial Number
The serial number can be found on a sticker located on the back of the terminal.
The format consists of:
Model-Serial Number
Example:
AMS1-000168232366806
Model: AMS1
Serial Number: 000168232366806
Enter the Terminal Number in the Resource Profile
Open the profile of the employee who will use the terminal (for example, Bob).
Enter the full terminal identifier in the appropriate field.
Example:
AMS1-000168232366806
The terminal is now connected and ready to use.
Using the Terminal to Accept a Payment
Move the task to the configured trigger status.
The automation sends a payment request to the terminal associated with the assigned resource.
The terminal displays the amount due.
Accept the customer's payment directly on the terminal.
The transaction is automatically recorded in ProgressionLIVE.
Track Payments
Verify Payment Status
Within the relevant task, open the Customer Payment tab to view the payment status:
Pending
Completed
View Transaction Details
Once a payment has been processed, the transaction number can be found in:
Invoice → Payments
Best Practices
Optimize Your Payment Workflow
Create a dedicated payment status if one does not already exist (for example, Payment Required).
Test all automations before deploying them to production.
Add automated reminders if payment is not received after a defined period.
Pro Tip: A dedicated payment status improves payment completion rates and reduces manual follow-up.
Important Information
Accounting
Important: There is currently no automatic integration with external accounting software. Payments must be entered manually into your accounting system after invoice export or transfer.
Partial Payments
Partial payments (deposits) are supported, although the functionality is still being optimized.
Task totals are automatically updated to ensure accurate tracking.
Transaction Processing
Note: In some cases, a payment may appear as Processing within the gateway even though the customer has already paid. Review the payment history within the task to confirm the transaction status.
FAQs
Is the payment module available for all ProgressionLIVE accounts?
No. The module requires activation and approval by the ValPay team.
Can ProgressionLIVE accept partial payments?
Yes. Partial payments are supported, and task balances are updated automatically.
Are payments synchronized with accounting software?
No. Payments must be entered manually into your accounting system.
What should I do if a payment appears stuck in processing?
Review the payment history within the task to verify the transaction status reported by the payment gateway.
Can I accept in-person payments with ProgressionLIVE?
Yes. ProgressionLIVE supports payment terminals for accepting in-person payments, in addition to secure payment links.
How can I obtain a Progression payment terminal?
Payment terminals are available upon request. Contact the Progression team to begin the ordering process and receive onboarding assistance.
Where can I find the terminal passcodes?
Transactions : This 4- to 6-digit passcode is required to access the Transactions menu on Android terminals or the Special Payments menu on standalone non-Android terminals. Passcode:
4401
Admin & Settings : This 4- to 6-digit passcode is required to access the Settings menu on Android terminals or the Admin menu on non-Android terminals. Passcode:
0856