PayTrace
Connect PayTrace with FreshPortal to automate payment capture, status updates, and reconciliation for faster cash flow and fewer manual steps.
PayTrace is a B2B-focused payments platform offering a payment gateway and payment processing, with developer resources for secure payment experiences across retail, e-commerce, and B2B. The integration connects your order and invoice flows in FreshPortal to this platform.
For flower and plant businesses, the goal is simple: reduce the time between invoicing and getting paid, while keeping payment status visible inside your trade operations. By syncing key references between FreshPortal and PayTrace, your team moves from manual follow-up to controlled, traceable payment processing with consistent records across systems.
Website: paytrace.com
Country/Region: United States
Specialization: B2B payment gateway and payment processing
FreshPortal and PayTrace link invoicing and customer records to PayTrace payment processing. The integration uses PayTrace's JSON REST API with OAuth 2.0 authentication for secure communication, enabling consistent status feedback and cleaner reconciliation.
Data flows
Direction: bi-directional
Frequency: hybrid (real-time + scheduled fallback)
Technology: REST API
What data is exchanged?
Customer identifiers and billing references (mapped between FreshPortal and PayTrace)
Invoice or receivable references used for payment allocation
Payment transaction details and statuses (authorized, captured, failed, refunded, voided)
Settlement or batch references used for reconciliation reporting
Automated actions
Create or prepare a payment request in PayTrace based on a FreshPortal invoice reference
Update FreshPortal with the payment outcome and status changes returned by the PayTrace API
Record refunds or voids with matching references to keep financial follow-up consistent
Support reconciliation by linking settlement references back to invoices and customers
Faster time-to-cash
Payment collection triggers as soon as invoices are issued, with status updates returned automatically.
Lower administrative workload
Less manual matching of payments to invoices across systems and spreadsheets.
Better payment visibility
Consistent statuses give sales and finance the same view inside your trade software workflow.
More accurate reconciliation
Invoice references, transaction IDs, and settlement data stay aligned.
Account and license
An active PayTrace account with the appropriate services for payment gateway or processing, plus access to developer resources as needed.
Access
API access configured for PayTrace's JSON REST API, using OAuth 2.0 credentials. A sandbox environment is recommended for testing before production.
FreshPortal
FreshPortal API connectivity enabled for the relevant administrations, with invoicing and customer master data available for mapping and automation rules.