This topic provides a high-level overview of getting started with the {{variable.Payrix}} platform. It describes the three {{glossary.entity}} types and the major phases of the implementation process for {{glossary.Payrix Pro}} {{glossary.Partner}}s.

Entity Types

The following entity types represent the types of business entities that interact with the Payrix Pro platform either directly or through a white-labeled offering:

{{variable.Partner}}: A Payrix Pro Partner offering the products and capabilities available through the platform to {{glossary.Merchant}}s as a white-labeled referral of Payment Facilitation-as-a-Service, which is offered through Worldpay for Platforms or a Facilitator’s white-labeled offering.
Facilitator: A payment facilitation (PayFac) partner, offering products and capabilities of the platform to Payrix Pro {{variable.Partner}} while assuming all risk and {{glossary.underwriting}} liabilities as a PayFac business.
Merchant: A business successfully onboarded to the platform through a {{variable.Partner}} to accept payment transactions for products and services sold to customers.
Customer: A cardholder, an entity that is making the payment to the merchant.

Discovery and Solution Definition Phase

In this phase, you’ll work with Worldpay for Platforms to create a Statement of Work (SOW) that describes your integration and identifies your requirements across the Payrix Pro platform. You’ll also set up a Payrix Pro Sandbox environment for test purposes and be assigned an Account Manager, who manages your relationship with Worldpay for Platforms.

Contact the Payrix Pro Sales Team

To get started as a {{variable.Partner}} on Payrix Pro, contact our sales team at platform.sales@worldpay.com. A sales representative will help you discuss your payment solution in depth and outline your strategic integration goals. Based on your requirements, we’ll recommend the ideal integration model and pricing to meet your outlined goals and business needs.

Scope Your Project

When you’ve identified the best integration model with our sales team, you’ll work with an assigned Solution Consultant to scope your implementation process and produce a Statement of Work (SOW). Your Solution Consultant gathers additional requirements during this solutioning process to meet your specific needs, such as your payment acceptance methods.

Set Up Your Sandbox

In the Payrix Pro Sandbox environment, your Solution Consultant helps you define the settings and workflows used in the platform features of Payrix Pro for your integration.

Note: The following steps highlight specific features and functionality in key areas that are applicable to most implementations. Your unique implementation requirements define the specific configuration steps you must complete for all applicable areas.

Payrix Pro Partner Boarding: This area describes the initial {{glossary.onboarding}} to the Payrix Pro platform: signing up for a sandbox, creating a production account that includes bank account information, completing configuration tasks described in the remaining steps, and performing testing. Onboarding involves one of the following methods:
- Working with the Implementation team for white-labeling or customized branding parameters. For more information, see Apply White-label Branding to the Portal.
- Using the Payrix Pro API, you’ll first generate a Payrix Pro API key for access. For more information, see API Keys.
User Management: This area includes defining users, their roles and permissions; efficiently managing users with access templates, teams, and groups; configuring single sign-on (SSO) and {{glossary.multifactor authentication (MFA)}}; and resetting the Payrix Pro {{glossary.Portal}} password.
Fee Management: This area includes defining your implementation’s fee structure, schedules, rules, modifiers, collection process, configuration parameters, and revenue share. You can customize our suite of standardized processing {{glossary.Fees}} and create new fees unique to your solution.
Billing: This area includes defining billing resources for daily fees, gross {{glossary.funding}}, and daily gross {{glossary.settlement}}; setting statement billing statuses; configuring ad hoc unpaid statements collection; and assigning profit sharing among entities.
Dispute Management: This area includes comprehensive functionality to manage {{glossary.dispute}}s and chargebacks.
Funding: This area defines how you pay your merchants for the transactions they submit through your service. It describes features and functionality like {{glossary.transaction}} funds settlement, {{glossary.disbursement}} and payouts (withdrawals), and working capital solutions for merchants via Parafin.
Reports: This area includes customizing the output of a report, scheduling automatic report generation, creating reports, and viewing report history. Payrix Pro provides 21 reports, including Quick Reports and a Monthly Statement report for merchants.

Implementation and Test Phase

In this phase, you’ll continue implementing and testing your solution in your Payrix Pro Sandbox environment before building your final solution in a Payrix Pro production environment.

Implement and Certify Your Solution

Following the solutioning process, your Solution Consultant collaborates with the Implementation team as a technical resource to ensure that as your Payment Facilitator, we can meet your merchant’s needs using your solution. The Implementation team guides you through how you can best use the Payrix Pro portal and the Payrix Pro APIs.

Test and Build Your Solution

After your sandbox application is set up, we’ll help you test and build your solution in a Payrix Pro production environment.

The Implementations team validates and certifies your solution based on various requirements:

Your disclosed requirements
E-commerce requirements
Our platform risk requirements, which includes the Onboarding Risk Requirement for solutions that use the Payrix Pro API
Any other requirements necessary for your solution

Soft Launch Phase

In this phase, you’ll coordinate with a Project Manager and an Account Manager to go live with your first beta test merchants and successfully process transactions.

After your certification and requirements are completed, our teams have everything necessary for a successful launch into production. Your Account Manager assists you with {{glossary.boarding}} your first beta test merchants and the Implementations team validates that your client can successfully process a transaction and settle. After we’ve validated the end-to-end process flow, we’ll schedule a launch call to address any outstanding go-live questions.

Additional Resources

Implementation FAQ: Frequently asked questions about integrating Payrix Pro.
PCI Compliance and Information Security: Maintaining PCI compliance and ensuring the security of customer information.
Risk & Compliance: How integrators can manage risks associated with accepting payments.
White Label and Customized Branding: How to incorporate custom branding into Payrix Pro integrations.
Enroll in the following Worldpay for Platforms University courses:
- Payrix Pro Partner Implementation Certification
- Payrix Pro Partner Operations Certification
- Payrix Pro Partner Marketing Playbook
- Payrix Pro Partner Payments Certification
Note: For any questions or support, email learn@worldpay.com and we’ll reply within 24 business hours.

Implementation Guide