Control collections and customer relations with our payment automation service

Automation allows you to set parameters for monitoring collections, customer reminders and real-time information transmission.

femme d'affaire recevant une notification de paiement sur son téléphone en mobilité
picto symbolisant une notification de message
automatisation des paiements : écran de téléphone montrant un email avec une information sur une erreur de paiement

Notifications

Notifications at each payment step

Set up customer notifications or internal alerts according to various events that may occur on your account: a failed customer payment, the receipt of a bank transfer, a direct debit due date, the expiry of a customer card...

The notification service lets you configure rules with precise activation conditions, control the content of each notification from customized templates, and define a recipient and delivery method (email, sms or Json file).

Automations

Collection free of constraints

Discover how to optimize your internal processes with payment automation:

picto symbolisant les tentatives programmées

Payment request reminders by email and sms

Automate your customer communications linked to the collection and recovery of your payment requests using email and SMS reminder scenarios.

You define the content and frequency of reminders messages to keep your customer relations under control.

picto symbolisant le départ différé

Scheduled new direct debit attempts

Automate the collection of card and SEPA direct debit instalments by setting up to 3 new attempts at a defined frequency.
If all retries fail, you define whether to suspend recurring payments or alert your teams.
picto symbolisant le rapprochement des factures

Instant SEPA bank transfer reconciliation

CentralPay presents different virtual IBANs to each of your customers to instantly identify the issuer of the bank transfers you receive.
Reconciliation rules and tools such as the customer portal and short references then automatically reconcile them to invoices.
solution encaissement : vue générale du BackOffice CentralPay avec synchronisation avec ERP

Connectors

Connection to your ERP via API or files

Automate data exchanges between CentralPay and your ERP or IT systems. Your pending invoices are imported to automatically issue payment requests to your customers, while payment statuses are transmitted to your ERP.

CentralPay manages exchanges by file deposit (CSV, bank formats) or sends real-time Hook notifications via API, depending on your needs.

Frequently asked questions

Learn all about CentralPay payment automation services

The CentralPay platform integrates a large range of automated functions, including the following:

  • Customer notifications and internal alerts
  • Customer payment request reminders
  • New direct debit attempts
  • Payment acceptance and reconciliation rules
  • Data export via file or API

Here are a few examples of how customer notifications can be used:

  • Automatic customer notification when a credit card expires, if the customer is committed to a subscription or recurring payment.
  • Automatic customer notification when a SEPA bank transfer is received

Here are a few examples of how internal notifications can be used:

  • Email notification to the sales team when a customer payment is received
  • Email notification to the accounting team when a customer refund is initiated
  • Json notification to ERP when a payment request is settled, enabling the associated invoice to be closed

The CentralPay automation solution offers several advantages:

  • Daily collection monitoring: Be automatically informed of every event observed in your CentralPay account
  • Scheduled communication: Customise your templates and programme automatic notification scenarios
  • Reduce costs: Eliminate manual processing for your teams and free up their time for strategic, value-added tasks.
  • Optimized customer experience: Streamline your customers' payment experience, notifying them instantly (confirmation, failure, reminders, etc.).

Whether you use CentralPay services via API or the BackOffice, all you have to do is go to the Configuration section, define the type of alerts you want (hooks, notifications, etc.), customize your templates and define your automatic scenarios.