ERP System
Epicor
Payment Layer
PaymentHub
PaymentHub + Epicor: PaymentHub connects directly to Epicor Prophet 21, Eagle, Eclipse, and Kinetic for automated payment posting, invoice-level reconciliation, and real-time cash position visibility across every branch and entity.
PaymentHub's Epicor integration delivers native payment posting to every major Epicor edition — Prophet 21, Eagle, Eclipse, and Kinetic.
Posting Capabilities
ERP System
Epicor
Live Payment Posting
Payment Layer
PaymentHub
AR Invoice Payments
Payments received through portal, virtual terminal, or ACH are matched to open AR invoices in Epicor and posted as cash receipts with invoice-level application detail
AP Vendor Payments
Approved AP payment batches route through PaymentHub for ACH or card disbursement, with posting back to Epicor AP vouchers upon settlement confirmation
GL Journal Entries
Payment transactions, fee accruals, surcharge collections, and reconciliation adjustments post as GL journal entries to the configured chart of accounts in Epicor
Cash Receipts
Real-time cash receipt posting to Epicor AR module with payment method, reference number, settlement date, and fee breakdown
Credit Memo Application
Credit memos from Epicor are surfaced in the customer portal for application against open invoices; applied credits post back to Epicor AR as adjustments
Common Edge Cases & Special Handling
Customization Points
Before-Post Hook: Payment Validation
Execute custom validation logic before any payment posts to Epicor — enforce approval thresholds, verify customer credit status, apply entity-specific business rules, or route payments to a review queue based on amount, payment method, or customer classification.
After-Post Hook: Notification and Workflow Trigger
Trigger downstream workflows after a successful Epicor posting — send payment confirmation emails, update CRM records, trigger collections workflow state changes, or push payment events to external analytics systems.
GL Account Override Policy
Override the default GL account mapping on a per-entity, per-branch, or per-payment-method basis. Policy rules evaluate payment attributes and route postings to the correct accounts without modifying the base integration configuration.
Fee Allocation Rules
Configure how processing fees are allocated across entities, branches, or cost centers in Epicor. Supports proportional allocation, fixed assignment, or custom fee-routing logic defined through upgrade-safe policy extensions.
AI Copilot for Epicor Integration
PaymentHub's AI Copilot automates GL mapping, test transactions, and fee analysis for your Epicor integration.
GL Mapping Generator
The AI copilot analyzes your Epicor chart of accounts structure — entities, branches, departments, and account segments — and generates a complete GL posting template mapping payment types, fee categories, and adjustment entries to the correct accounts. It flags ambiguous mappings and suggests resolution options.
Test Transaction Suite
Generates a comprehensive set of test transactions covering standard payments, partial payments, overpayments, credit applications, refunds, and multi-entity scenarios. Executes each against the staging environment and compares posted results to expected GL entries, flagging any discrepancies.
Fee Analysis and Optimization
Analyzes historical transaction data from Epicor to identify interchange optimization opportunities — Level 2/3 data qualification rates, ACH shift candidates, and routing optimization potential. Produces a projected fee savings report with specific recommendations.
Security & Compliance
OAuth 2.0 authentication with Epicor REST API using service account credentials and token refresh
TLS 1.2+ encryption for all data in transit between PaymentHub and Epicor endpoints
Role-based access control (RBAC) aligned to Epicor user security groups for posting authorization
PCI DSS Level 1 compliance — no cardholder data stored in or transmitted through Epicor
Integration Setup
Provision Epicor API credentials and configure PaymentHub connector with REST API endpoint, authentication, and entity scope
Run AI copilot GL mapping analysis to generate posting templates for each branch and entity in your Epicor deployment
Review and approve GL mapping proposals, resolving any flagged ambiguities in branch-level account structures
Configure payment application rules (oldest-first, largest-first, or custom) and fee allocation policies
Execute AI-generated test transaction suite against staging environment and validate posted GL entries
Configure customer portal settings — invoice display, payment method options, autopay enrollment, and branding
Promote integration to production and enable real-time posting with monitoring alerts
AI Copilot accelerates this setup
With AI Copilot enabled, GL mapping and test transactions are handled automatically using your Epicor schema. Most teams complete the full setup without writing any configuration code.
Ready to connect Epicor to PaymentHub?
Get a personalized assessment that maps your ERP posting model to PaymentHub's payment layer -- before you commit to anything.
Other ERP Integrations
Sage
PaymentHub delivers native payment posting to Sage 100, Sage 300, Sage Intacct, and Sage X3 with automated cash receipt creation, multi-entity consolidation, and dimensional GL mapping.
Infor
PaymentHub delivers native payment posting to Infor CloudSuite Distribution, M3, LN, and SyteLine with automated AR cash application, AP disbursement workflows, and multi-company GL consolidation.
Microsoft Dynamics
PaymentHub connects payments directly to Microsoft Dynamics 365 Finance & Operations, Business Central, GP, and NAV with automated AR posting, AP workflows, and Azure-native security.
Frequently Asked Questions -- Epicor Integration
Get your Epicor integration plan.
Our Payments Blueprint call includes a live ERP posting demo and delivers a written implementation roadmap for your specific ERP version and data model.