VersaPay by Maxmel Tech

versapay is an accounts receivable automation platform that streamlines invoice delivery, payments, and customer collaboration integrating versapay with make com enables users to automate invoice creation, payment tracking, and customer communication workflows directly from their versapay account this is ai generated content based on official versapay documentation the content may still contain errors—please verify important information if you have questions, contact https //versapay com directly how to get support on versapay versapay is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=versapay\&app slug=versapay community\&app unique id=versapay j61cs7 requirements to use the versapay app in make, you must have an active account and api credentials such as an api token and api key or a jwt token, https //versapay com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/versapay community/ click the install button follow the on screen instructions to complete the setup connect versapay and {{product name}} to get started, you must first create a connection between versapay and {{product name}} , allowing the two services to communicate you can connect using the following method api token and api key,bearer token,basic authentication api token and api key instructions you need to generate your api token and api key credentials from your account settings log in to your versapay account navigate to your account settings locate the section for api credentials generate new api token and api key credentials as needed record the generated api token and api key for use in your integration bearer token instructions you need to retrieve your jwt token from your account settings login to your versapay platform using your credentials navigate to your account settings locate the section for api credentials find the automatically generated jwt token displayed along with its expiration information copy the jwt token for use as your bearer token basic authentication instructions you need to generate your api token and api key log in to your versapay account using your credentials navigate to your account settings locate the section for api credentials generate your api token and api key note the generated api token and api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=versapay\&app slug=versapay community\&app unique id=versapay j61cs7 create the connection in {{product name}} https //www make com/en/register , add the versapay module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your versapay account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page versapay modules after connecting to the versapay app, you can choose from a list of available modules to build your {{scenario plural lowercase}} activate or load a gift card this module allows you to activate a gift card and add or update its balance, making the card ready for use add an invoice attachment uploads and attaches a file to a specific invoice, allowing you to include supporting documents or additional information directly with the invoice capture a transaction finalizes and completes a previously authorized payment, ensuring that the funds are successfully transferred from the customer’s account create a payment creates a new payment in the account you choose, allowing you to easily record and manage transactions create a return credit transaction processes a return or refund that isn't connected to a specific order, allowing you to handle standalone returns or refunds efficiently create a return refund transaction handles a connected return or refund request by processing the associated transaction, ensuring the return or refund is completed for the linked order create a sale transaction handles the processing of a sale or purchase transaction, allowing you to record and manage the details of each transaction within your workflow create an application creates a new merchant application, allowing you to submit and register a new merchant within the system create an authorization transaction initiates an authorization transaction to reserve funds for a payment, ensuring the amount is available before the actual charge is processed create an order creates a new order within the system, allowing you to add customer and product details to initiate the purchasing process create or update an invoice this module lets you easily create a brand new invoice or update an existing invoice in your system, helping you keep your billing records accurate and up to date find an application token retrieves the unique application token for an existing application, allowing you to securely connect and interact with that app’s features get application status checks and displays the current status of a specific application, letting you know whether it’s active, pending, or in another state get a gift card balance fetches and displays the current balance available on a specified gift card, allowing you to see how much value remains on the card get a monthly statement pdf downloads a pdf copy of your monthly statement directly from the service get a payment fetches detailed information about a specific payment, allowing you to view all relevant details and status updates for that transaction get a transaction fetches detailed information about a specific transaction from the service get an invoice fetches detailed information about a specific invoice get an order fetches detailed information about a specific order list comments fetches detailed comments left by customers as well as notes or remarks added to invoices, helping you keep track of important feedback and communication list daily batch deposits fetches detailed information about daily batch deposits, allowing you to view all deposit transactions processed each day list daily transaction exceptions fetches a list of daily transaction exceptions, allowing you to review any transactions that did not process as expected list disputes fetches a list of both open and closed disputes from your account, allowing you to review and manage any issues or claims list monthly statements fetches detailed monthly account statements, allowing you to review all transactions and activities for a specific month list open invoices fetches and displays a list of all currently open invoices, allowing you to view outstanding payments that have not yet been settled list orders this module lets you gather detailed information for all orders from the service, making it easy to retrieve and review multiple orders at once list payment allocations fetches detailed information about payment allocations from the system, allowing you to see how payments have been distributed or applied list payments fetches detailed information about payments, allowing you to view and manage all payment transactions within your account list published orders fetches a list of all orders that have been published in the system, allowing you to view and manage completed or processed orders list recently updated invoices fetches invoices that have been updated recently, allowing you to easily track and review any changes made to your invoices list recently updated payments fetches payments that have been updated recently, allowing you to track any changes or updates made to your payment records make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with features or endpoints not covered by the standard modules record a completed application step logs the completion of a specific step in a merchant application process, helping you track the progress of each application more accurately retrieve rates and terms fetches detailed rates and terms specifically for merchant services, helping you compare and understand available options update an order updates an existing order with the latest details you provide, such as changes to customer information, order status, or product quantities verify a transaction checks a specific transaction to confirm that it is genuine and has not been tampered with, helping you ensure the transaction’s authenticity and integrity void a transaction cancels a connected return or refund, ensuring that the selected return or refund process is stopped and will not be completed watch daily batch deposits triggers whenever a new daily batch deposit is recorded in your account, allowing you to automatically take action or track these deposits as soon as they occur watch daily transaction expectations this module activates whenever you set or update your daily transaction expectations, helping you stay informed about any changes to your daily financial goals watch disputes triggers whenever a new dispute is created or reported within the system, allowing you to take action or track dispute related events as soon as they happen watch monthly statements triggers whenever a new monthly statement is generated and becomes available, allowing you to automatically take action or process the statement as soon as it's issued watch open invoices triggers when a new open invoice is found, allowing you to automatically take action whenever an invoice becomes outstanding in your system watch orders triggers whenever a customer places a new order, allowing you to automatically start workflows in response to each new purchase watch payment allocations triggers whenever a new payment allocation is added, allowing you to take action each time a payment is assigned or distributed in your system watch payments this module activates whenever a new payment is received, allowing you to automatically kick off workflows in response to incoming payments watch published orders this module activates whenever a published order is either created or updated, allowing you to automatically respond to new or modified orders as soon as they happen watch recent invoices triggers whenever a new invoice is created or when an existing invoice is updated, allowing you to automatically take action based on changes to your invoices templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} versapay resources you can have access to more resources related to this app on the following links https //versapay com https //startintegrate com/apps/finance trading/versapay j61cs7 https //www make com/en/hq/app invitation/82db7af091af7ae4510294700c863b79 https //www make com/en/integrations/versapay community