Using the Asperato Integration

The Asperato Integration has two key functions: payment collection and cash matching.

To make a customer account eligible for payment processing using the integration you must first create a Payment Integration Method linked to the account. See Creating Payment Integration Methods for more information on how to do this.

To collect a payment automatically using the integration, the account must have an associated payment integration method with an authorization with a status of "In Force".

When an invoice is posted for the customer, a payment is created and subsequently processed by the Asperato Repeat Payment batch job.

Notes:

Manual payments without an authorization are submitted directly to Asperato for processing, and are not submitted through the Asperato Repeat Payment batch job.

Successful payments collected by Asperato are updated to "Collected from Customer". This then triggers the creation of a cash entry and cash matching against the sales invoice or billing document.