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Overview

Upwell’s Online Payments module enables freight brokers and logistics companies to accept digital payments from customers. This system streamlines the payment collection process by offering secure electronic payment options that integrate directly with your accounts receivable workflows.

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System Capabilities

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Payment Processing

  • Accept payments via ACH/bank transfers
  • Process credit card payments
  • Support for one-time and recurring payments
  • Batch payment processing

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Customer Portal

  • Self-service payment interface for customers
  • View outstanding and historical invoices
  • Make full or partial payments
  • Download payment receipts and transaction history

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Payment Security

  • PCI-compliant payment processing
  • Encrypted payment information
  • Secure authentication for customer access
  • Fraud detection capabilities

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Integration with AR Workflow

  • Automatic reconciliation with open invoices
  • Real-time payment status updates
  • Synchronization with accounting systems
  • Automated payment confirmation notifications

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API Endpoints

Upwell provides the following API endpoints for managing online payments:

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Customer Payments

  • GET /customer-payments - Retrieve a list of customer payments
  • GET /customer-payments/{id} - Retrieve details of a specific payment
  • POST /customer-payments - Create a new customer payment
  • POST /customer-payments/batch - Create multiple customer payments at once
  • PUT /customer-payments/{id} - Update details of a specific payment
  • DELETE /customer-payments/{id} - Delete a specific payment

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Payment Events

  • POST /webhooks/payments - Receive payment event notifications
For detailed API documentation including request parameters and response formats, visit the API Reference section.

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Configuration Options

The Online Payments module includes several configuration options:
  • Payment method enablement (credit card, ACH, wire transfer)
  • Transaction fee settings
  • Payment notification preferences
  • Auto-reconciliation rules
  • Custom payment page branding

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Technical Requirements

  • PCI compliance for organizations accepting credit card payments
  • SSL encryption for the customer portal
  • API key authentication for programmatic access
  • Secure network environment for payment processing

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Integration with Other Upwell Modules

The Online Payments module works in conjunction with other Upwell components:
  • Receivables Management: Applies payments to outstanding invoices
  • Remittances Processing: Reconciles digital payments with bank deposits
  • Payment Reminders: Includes payment links in customer communications
  • Shipper Profiles: Stores customer payment preferences and history

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Support and Documentation

For assistance with implementing the Online Payments module: