How do I set up and manage Netcash PayNow?

PayNow is Netcash's online ad-hoc payment option - it lets you take card payments for sign-ups, drop-ins, invoice payment requests, and POS. Setting it up has two parts: connect PayNow in Octiv, then configure it in your Netcash account.

Part 1: Integrate PayNow with Octiv

1.1 Add your PayNow keys in Octiv
First make sure your PayNow service is activated with Netcash and you have your PayNow keys - you may need to ask your Netcash Account Manager for your PayNow service key. Invalid keys are rejected. (If you have more than one location, allocate the location-specific keys to the correct location; contact Netcash to set up sub-accounts for multiple-location debit orders.)

In Octiv: Settings >> Payment Gateways >> Adhoc >> Enable now (below PayNow) >> enter your Netcash Merchant Account Number and PayNow key in the relevant fields >> Submit.

1.2 Configure PayNow in your Netcash account
Once the keys are added in Octiv, log into Netcash and enable the payment notification settings: Netcash Login >> Account Profile >> Net Connector >> PayNow >> Payment Notification.

• Set Predefined URL Group to None.
• Add the following Octiv URLs to the matching fields:
  • Accept URL: https://api.octivfitness.com/api/public/netcash/accept
  • Decline URL: https://api.octivfitness.com/api/public/netcash/decline
  • Notify URL: https://api.octivfitness.com/api/public/netcash/notify
  • Redirect URL: https://app.octivfitness.com/payment/success
• Select Notify My Customers.

Important: if these URLs are not in place, invoices will not update when payments go through.

Optional - successful-payment notifications: to receive an email on each successful transaction, go to Account Profile >> System Users >> Notifications >> Pay Now, tick Pay Now recon payment advice to merchant, and Submit. (Not all facilities want a notification every time, so this is optional.)

Part 2: How to use PayNow

PayNow lets you request online card payments by sending an invoice to a member, lead, or non-member. Members can also top up limited packages in the app (paying via PayNow), and when using the Octiv widgets, members pay immediately via PayNow for limited packages and drop-ins.

Request a payment via PayNow

1. Create the invoice if one doesn't exist yet - a member, lead, or non-member invoice (via POS): Accounts >> Invoices.
2. Find the invoice and click Actions >> Request / Process payment.
3. Choose how to take payment:
   • Tick Process immediate payment to open the PayNow window and have the client pay on the spot; or
   • Leave it unticked and select NetCash to email the client a payment link to pay later.

The client opens the email, selects Authorise payment, and pays through the Octiv and Netcash windows. Once the transaction succeeds, the invoice is marked as paid in your admin profile.

Let members buy sessions (top-ups) in the app

Add a top-up price to a limited package (top-ups only work on limited packages): Settings >> Packages >> Actions (next to the package) >> Edit >> enter a top-up price >> Save. The top-up price is per single session; you can't top up an entire membership.

How a member tops up: in the app, the member opens Packages & Sessions >> Top Up, enters how many sessions to buy, and proceeds, then pays with NetCash. Octiv automatically generates the top-up invoice (Accounts >> Invoices), which reconciles to Paid once payment succeeds - and only then are the sessions released. If the payment is unsuccessful you can resend it via Request / Process payment, or the member can pay the invoice later in the app. You can also record the top-up invoice manually if preferred, in which case the sessions are released once it's marked paid.

Leads buying drop-ins: leads can pay for drop-ins via the widget when you're integrated with PayNow - see How does a member purchase drop-ins?