PDF Payment > Configuration

You need to link gotomaxx PDFMAILER to your Saferpayaccount to use the PDF Payment integration by Saferpay. Click the “PDF Payment” menu item in the PDFMAILER menu. A list with all supported payment providers will be displayed. Click “Saferpay”.

A payment function will now be integrated into the document if you have previously linked PDFMAILER to your Saferpay online transfer account; otherwise, the set-up wizard will open. Follow the instructions in the set-up wizard.

Please note: The PDF Payment function in Saferpay must be activated for your account to use Saferpay in conjunction with gotomaxx PDFMAILER. Please contact Saferpay.

Step 1 (Account details)

In the first step of the wizard, you will be prompted for your email address. Please enter the email address in the field provided. You will also have to enter your Saferpay account ID (please contact Saferpay if you are unsure of your account ID). Confirm with “Continue”.

Step 2 (Name and purpose of payment)

In this step, you will be prompted to enter your name/company name. It will be shown on your payment slip and in your customer’s Saferpay shopping cart. You can also select a purpose of payment that will be determined automatically. This information will make it easier to attribute payments. You can define up to two payment purposes. We recommend entering at least the invoice number because that is a Saferpay requirement.

Step 3 (Language and validity)

Activate the QR code function for paper vouchers as standard. Please read the QR codesection for more information. You can also select the default language of the payment slip. You may want to select the default language “English” if you have lots of English-speaking customers. The payment slip in the PDF and the QR code in the document will then be inserted in English. Specify the period of validity of the payment function within a document via “Valid until”. For example: you can set the period of validity in days (e.g. 30 days) if you wish to create a quote with an expiry date.

Step 4 (Billing)

In the final step, you can specify how gotomaxx PDF Payment should handle billing .

Once you have connected PDFMAILER to your Saferpay account, you can insert your first payment slip as described here. You will furthermore automatically receive a security token from our system via email. You will need this token to set up PDFMAILER with Saferpay again (or on another computer) with the same email address.

You can restart the wizard at any time via the PDFMAILER “Settings” menu item and select “PDF Payment” to change the configuration.