Payment Methods for Customers

Payment Methods for Customers

Alert
Always receive customer payment info securely, either via phone or via SecureApps request link.  Do not store customer bank or credit card info anywhere other than in Quickbooks. 


How to Set Up "Auto-Pay" for a Customer


If a customer requests that monthly payment be processed  automatically, use the applicable Docusign template (for credit card or ACH) to receive authorization. (The latest version of the form will be in the Documents and Forms folder on the SP site.)

Once authorization is received, send a SecureNotes request to obtain the customer's credit card or ACH info. Remember to send the customer the password for the request in a separate email, and to save it for yourself as well. you will need it to view the information the customer returns. 

=============
This is a template for the ACH request:

Please provide the following information so we can process your payments via ACH: 
Bank account type: 
Bank routing number:
Bank account number: 
Bank's phone number: 

=============

This is a template for the credit card request:

Please provide the following information so we can process your payments via ACH: 
Name on Card:
Card number:
Expiration Date: 
CSV #: 

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Once the request is returned, enter the information in QB as per the instructions below. 

Once the customer signs the agreement and the payment info is in Quickbooks, we will run the card five days after each future invoice is issued. (QB does not offer autopay. We must process the payment manually on the correct date.) Notify Roberta and add the customer to the spreadsheet. 

Payment Methods

How to Add a Credit Card and Keep It on File for a Customer


  1. Locate and select customer and click Edit.
  2. In the Customer profile scroll down to Payments.
  3. Select Quickbooks Payments-Credit Card from the Primary payment method drop-down menu.
  4. Click the button Enter credit card details.
  5. Enter the needed information and click Submit when done.
  6. Click Save.


Notes
You can only view the last 4 digits of the card number after saving it.

How to Add a Bank Account for ACH payment and Keep It on File for a Customer


  1. Locate and select customer and click Edit.
  2. In the Customer profile scroll down to Payments.
  3. Select ACH from the Primary payment method drop-down menu.
  4. Click the button Enter bank info.
  5. Enter the needed information and click Submit when done.
  6. Click Save.

The links for the "authorization script" and signed "authorization" do not work. Ignore them. 



Info
In QBO there is no way to customize the content of the invoice or email. Creating a new template and editing it will just change the verbiage in ALL the templates. 




Payment Declination for Auto-Pay Customers

If a payment that is authorized to be run automatically ("autopay") fails, we will notify the customer. If the failure happens a second time, after the customer requests we process the payment again, the customer will be charged a service fee of $45. 
 

Changes to Responsible Payor 

Any change to payor requires both original payor and new payor to approve. New framework agreement ("T and C") must be signed with the new information. 



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