# Paragon (PAYA)

### Paragon Plugin - need to know 

About Paragon [<mark style="color:blue;">https://paragonsolutions.com/</mark>](https://paragonsolutions.com/)

Provides secure ACH and card payment processing in the app in:

* Customer Payments screen
* TAP Checkout basket screen&#x20;

You can:&#x20;

* Pre-authorize and capture card payments
* Securely store customer details for repeat use
* Process ACH (e-check) payments
* Set Paragon as the default payment processor on individual Customer masters

See below for instructions on how to enter customer card or ACH payment details and process payments.

### Setup

{% hint style="success" %}
If you would like to try processing dummy card and ACH transactions before applying and moving forward with Paragon, you can use our demo credentials'. See '[<mark style="color:blue;">Demo credentials</mark>](#demo-credentials)<mark style="color:blue;">'</mark>
{% endhint %}

You can apply for a Paragon account here: [<mark style="color:blue;">https://paragonsolutions.com/salesorder/#contact-bar</mark>](https://paragonsolutions.com/salesorder/#contact-bar)&#x20;

Paragon customer services will contact you.

As well as the commercial agreement Paragon will provide you with ‘Merchant Login ID’ and ‘Merchant Transaction Key’ information.

When you receive your account details from <mark style="color:orange;">Paragon go to Setup>Plugins>Plugin Store</mark> and locate, register, and install the 'Paragon Credit Card Payment' plugin.

Click 'Configure' and check 'Enable', 'Enable Payment Only', and if required 'Enable payment with Pre-Auth.

Now navigate to <mark style="color:orange;">Setup>Payment Processors</mark>, view the new Payment Processor (Paragon), click edit and check ‘Enabled’. Enter the ‘Merchant Login ID’ and ‘Merchant Transaction Key’ as provided by Paragon.

Paragon should have supplied you with two pairs of credentals, one for testing and another for live 'production. **You should always test first**.&#x20;

If you are proceeding to live then make sure you check the 'Live' box on the Payment Processor record.

### Demo credentials

To test out the user experience without a Paragon account use these credentials:

<mark style="color:orange;">Merchant Login ID</mark><mark style="color:blue;">:</mark> TestUser\_3cR2ypc8dS-API

<mark style="color:orange;">Merchant Transaction key:</mark> 21D3KcRN2ygip6i2f6S7c8dqS

#### Dummy Card

<mark style="color:orange;">Card number:</mark> 5499740000000057

<mark style="color:orange;">Expiry:</mark> 08/22

<mark style="color:orange;">CVV:</mark> 998

#### Dummy ACH

<mark style="color:orange;">Account Number:</mark> 987654,

<mark style="color:orange;">Check Number:</mark> 98765421

<mark style="color:orange;">Transit Number:</mark> 111111118

### Test

{% hint style="danger" %}
You should always an integration before switching to Live.&#x20;
{% endhint %}

To test your integration watch this video: <mark style="color:blue;">Paragon ACH and Card Test</mark>

### Live

Check the Live checkbox on the Paragon Payment Processor record.&#x20;

### Default payment processor on individual Customer master?

Go to <mark style="color:orange;">Customer>Profile></mark> *tab* <mark style="color:orange;">Payment Processor</mark> and select Paragon (or whatever you called it).

### Configure TAP payments via Paragon

If you are using the TAP (Trade Acceleration Portal) you'll need to enable Card and ACH payments.&#x20;

Go to Configuration for <mark style="color:orange;">- TAPNAME>Basic configuration options for Customers>Configure>Taking Payments</mark> and check the appropriate boxes.

{% hint style="info" %}
You need to be logged in as Salesorder system administrator to access the TAP configuration. The TAP configuration is accessible via the Gear icon on the TAP login page or in the footer bar when logged in.
{% endhint %}