This article will help you to begin processing credit cards for your customers by either making a Single Payment or using Autopay with Batch Payment. By going through these instructions to setup Bluepay in CLIPitc to allow charging credit cards, we are assuming that you already have an account setup with Bluepay. If not, please go to Bluepay's website and sign up for an account.
To begin, we will need your Account ID and Secret Key from Bluepay. We cannot track or provide this, so please navigate to their website. At their website go to Administration, Accounts, and then click List. Select the View icon under the Options column. Write down or copy/paste the Account ID and Secret key.
From the CLIPitc main screen, click the Settings button at the top right.
Then click Billing Info, and enter the Account ID and Secret Key that you were given from Bluepay here.
Click "Save" once the information has been entered. After saving Bluepay Settings, now you are ready to start charging credit cards.
Now, let's introduce you to the screens where you will utilize this feature.
To perform a single credit card transaction, click the QuickBooks> Single Payment.
This allows you to select the Customer, view how much they owe, determine the Amount that will be charged, declare a Ref No that will be used to identify the transaction, apply Memo for a description of the transaction, declare the Date the payment was made, and Payment Method for the type of charge.
To begin using Batch Payment or Autopay in CLIPitc, the Customer Portal feature needs to be turned on. Click Settings button at the top right of the CLIPitc screen.
When setting up Autopay, the options above will need to be checked: Enable Portal, Enable Payment, Enable Autopay. Enable Portal. For additional information and features that are included in CLIPitc's Customer Portal. This is one of the first steps in setting up Customer Portal so that customers can get a personalized website to review their account. Enable Payment allows the option to setup and charge credit cards for your customers. Enable Autopay allows for Autopay to be set up on Customer Portal and Customer's Accounts in CLIPitc.
Once the customer enters payment and checks the AutoPay option then they will be selected as AutoPay in your Customer List in CLIPitc.
Once payment is accepted, an email will also get sent to the email that is entered for the customer in CLIPitc. It will look similar to the screenshot below.