PayTrace
Connect PayTrace with FreshPortal to automate payment capture, status updates, and reconciliation for faster cash flow and fewer manual steps.
The PayTrace integration helps FreshPortal users connect order and invoice flows to a B2B-focused payments platform. PayTrace provides a payment gateway and payment processing capabilities, with developer resources designed for secure payment experiences across retail, e-commerce, and B2B applications.
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 can move from manual payment follow-up to controlled, traceable payment processing with consistent records across systems.
The PayTrace integration links FreshPortal invoicing and customer records with PayTrace payment processing. It supports secure API-based communication using PayTrace’s JSON REST API with OAuth 2.0 authentication, enabling consistent status feedback and cleaner reconciliation.
Data Flows
Direction: Bi-directional
Frequency: Hybrid
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
Key automated actions
Create or prepare a payment request in PayTrace based on a FreshPortal invoice reference
Update FreshPortal with 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
Reduce time-to-cash by triggering payment collection as soon as invoices are issued, with status updates returned automatically.
Lower administrative workload by minimizing manual matching of payments to invoices across systems and spreadsheets.
Improve payment visibility for sales and finance with consistent statuses inside your trade software workflow.
Strengthen reconciliation accuracy by aligning invoice references, transaction IDs, and settlement data across the system integration.
Account/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 administration(s), with invoicing and customer master data available for mapping and automation rules.
PayTrace is a payments platform focused on helping businesses accept payments online, in person, and on the go. It positions itself as B2B payments expertise, with tooling that supports developers through published integration resources and a JSON REST API approach that uses OAuth 2.0 for authentication. For teams that need embedded or integrated payments, this foundation enables secure payment capture, predictable responses, and consistent status handling in connected business applications. PayTrace operates in the United States and is associated with North, which hosts parts of its developer documentation.
Website: paytrace.net
Country/Region: United States
Specialization: B2B payment gateway and payment processing APIs