Welcome to the NZRT Wiki Podcast. Today we’re looking at Payment Platforms Integration.

So let’s start with the big picture. When NZRT works with clients and needs to collect payment online, there’s one platform handling all of that — and that platform is PayPal. That’s the only online payment method NZRT currently uses, and it covers the two most common ways a customer might want to pay: through their PayPal wallet directly, or by entering a card. So whether your customer has a PayPal account or not, the checkout experience still works for them.

Now, you might wonder why just one platform. Keeping things simple has real advantages. One integration to maintain, one place to check transaction history, one set of credentials to manage, and one reconciliation process when it comes to your books. For a consultancy like NZRT, that simplicity keeps overhead low and reduces the number of things that can go wrong.

Let’s walk through exactly how the payment flow works from end to end, because it’s worth understanding each step clearly.

It all starts with an invoice. When NZRT raises an invoice for a client — whether that’s for consulting work, a project deliverable, or any other service — that invoice gets a button embedded in it. You’ll see it labeled something like “Pay online.” That button is the entry point for the entire payment process. The customer doesn’t need to navigate anywhere else or look up bank details. The call to action is right there in the invoice itself.

When the customer clicks that button, they get taken directly to a PayPal payment page. This is where they complete the transaction. If they have a PayPal account, they can log in and pay from their balance or a linked funding source. If they don’t have an account, they can still pay by entering their card details directly on that page. PayPal handles all of the secure processing at that point — NZRT’s systems aren’t touching card data at all, which is a significant compliance and security benefit.

Now here’s the part that makes this integration really useful from an operational standpoint. Once the payment goes through and PayPal confirms it, the invoice in Dolibarr — which is NZRT’s ERP system — gets automatically marked as paid. You don’t need to go in manually and update anything. The status change happens on its own. That means your accounts are staying current in real time, and you’re not relying on someone remembering to tick a box after a payment notification comes in.

This three-step flow — invoice raised, customer pays via PayPal, invoice auto-updated — is clean and low-friction for everyone involved. The customer gets a familiar, trusted payment experience. The finance team gets automatic reconciliation. And there’s a clear audit trail through both PayPal’s transaction records and the invoice status in Dolibarr.

If you’re working in the finance or client management side of NZRT, it’s worth knowing how this connects to the broader sales workflow. The Payment Platforms Integration sits within the Customer and Sales area of the wiki, which means it ties into how invoices are created, how clients are managed, and how revenue is tracked. If you’re troubleshooting a payment issue — say, a customer says they paid but the invoice hasn’t updated — the first place to check is PayPal’s transaction records on that end, then look at whether the Dolibarr integration received the confirmation signal correctly.

It’s also worth noting the status of this integration. As of the last update to this documentation, PayPal is marked as active. There are no other payment platforms listed as planned or in progress right now. So if you’re ever asked whether NZRT supports Stripe, direct bank transfer through an online portal, or any other payment method — the current answer is no, not through an integrated online flow. Any other payment arrangements would be handled outside this system.

One more practical point: because the pay button is embedded in the invoice itself, the quality of that invoice matters. If the invoice isn’t generated correctly, or the integration isn’t configured to embed the button, the customer won’t have a direct path to pay online. If you ever notice a client hasn’t paid and you want to confirm they had a working payment option, check that the invoice was issued with the button properly embedded. That’s your first diagnostic step before chasing the client or assuming there’s a payment issue on their end.

So to recap what you’ve learned today: NZRT uses PayPal as its single online payment platform. It supports both PayPal wallet and card payments. The flow is straightforward — invoice out, customer clicks pay, PayPal processes it, invoice auto-marks as paid. It’s integrated with Dolibarr, it’s currently active, and it keeps the payment process simple for both clients and the internal team.

That’s it for this episode of the NZRT Wiki Podcast. Thanks for listening.