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easypay add-on for Cegid Primavera invoicing software

The easypay add-on for Cegid Primavera (versions 10 and Evolution¹) provides access to all payment methods, as well as features such as Pay By Link.

¹ The Evolution version requires a Primavera ERP PEX Advanced license.

Which payment methods can it integrate with?

  • Multibanco References;
  • MB WAY;
  • Visa and Mastercard cards;
  • Direct Debits;
  • Bank Transfers with Digital IBAN.

What's New in the easypay Add-on

  • All payment methods available to pay an invoice – your customer chooses their preferred option

     

    • Multibanco References (fixed amount, with the payment deadline matching the invoice due date);
    • Bank Transfer with Digital IBAN (assign a dedicated Digital IBAN to each payer);
    • Direct Debit (send your customer a notification informing them that payment will be collected on the invoice due date);
    • QR Code (links directly to the easypay checkout, where customers can choose from other payment methods, including Multibanco, MB WAY, Visa & Mastercard cards, Apple Pay, Google Pay, Samsung Pay, Direct Debit, and Bank Transfer).
  • Pay By Link – create and send payment links or QR Codes for invoice payments and improve collection rates
    • Customers are redirected to the easypay checkout, where they can complete payment using their preferred payment method.

Benefits

  • Financial automation: Reduces manual intervention and minimizes errors, including the reconciliation of payments and invoices through innovative payment methods.

  • Online payments: Customers can pay online, enhancing the overall customer experience.
    Wide range of payment methods: Offer multiple payment options, including Multibanco References, Direct Debit, Visa and Mastercard cards, Digital IBAN, and MB WAY.

  • Security: easypay's PCI DSS Level 1 certification helps protect the financial data of both customers and businesses.

  • Cost reduction: Financial automation decreases operational costs and reduces the risk of errors.

  • Faster processing: The easypay payment gateway accelerates payment processing, helping to optimize cash flow.

  • Payment tracking: Easily monitor payment statuses through the easypay gateway, maintaining greater control over accounts receivable and payable.

  • ERP integration: Integrate the easypay gateway with ERP modules to gain a comprehensive and efficient view of business processes, including inventory management, accounting, and customer management.

How to Install and Start Accepting Payments

  1. Extract the .zip file into the root directory of your Cegid Primavera installation and run the required commands (see the installation manual for details).

     

  2. In Cegid Primavera, navigate to Settings > Checkout, then select and activate the easypay plugin.
  3. Download the installation file here, view the installation manual here, and access the Cegid Primavera Marketplace here.