! Autopay or ACH Feature !
This article will go over the feature that will allow for auto-pay ( ACH ) payments in the installable xe version of the software.
Before we can receive auto pay, we need to setup a CLIP Payments account with our partners Card Connect (formerly BluePay). ( click here to go to that article).
- From the system menu, click financial setups>credit card Setup> then click Bluepay
- Click customer list or files and then File maintenance. Setup as per screenshot below.
- From the front end item, select "Enter Transaction" (for QCLIPxe version).
The above process will verify/authorize through Card Connect (formerly BluePay) ( i.e. whether customer have valid card, balance etc.) once it is approved. Otherwise, give a short exception of reject reason from "Card Connect (formerly BluePay)" and then the user can proceed to final "post" for those approved transaction(s).
Once you have set up your Card Connect (formerly BluePay) account, you can proceed to setting up each customer's account.
In file maintenance, find the customer that wants to pay via credit card (or ACH) automatically. Click on the financials tab, and then click on the bank tab.
Choose the "slot" you want to place the credit card info into. Click on the radio button to make it the Primary Account. Click on the "+" sign to enter the information from the customer.
Enter the name, credit card number, CVV, and expiration date.
Click on the process button. This will tell CLIP to pass the information up to Card Connect (formerly BluePay). CLIP will then receive a "token" back that will identify the credit card for CLIP.
Note that CLIP, or anyone in your office, should not keep credit card numbers on file. The token from BluePay that identifies this will keep the actual credit card number safe in their systems.
Click on the "Auto Pay" check box to indicate that this customer wishes to be Auto Charged.
Return and you are done setting up the customer.
At the end of the month when you wish to use the auto pay function, complete the following steps:
- Transfer all of your invoices to QuickBooks.
- From the Files> Enter Transactions menu choice> Process Auto Pays button.
This will go through all of your customers that are marked as "Auto Pay" and will charge the credit card for any invoices that exist in QuickBooks. When they are approved, it will mark the invoice as paid. If they are not approved, it will alert you to the reason and give you a report of all of the Auto Pays that were unsuccessful.
Another way to process the Auto Pay is to access it from the QuickBooks Function Menu - Auto Pays.
You now have a list of all of your customers that are marked as Auto Pay with the amounts they owe. You can "un-check" certain customers if you desire.
Auto Pay in CLIP
In CLIPxe (as opposed to QCLIPxe), the process is similar. Set up your merchant account with BluePay. After that, click File Maintenance > Financials > Bank tab and set up the credit card number and information.
Run your billing at the end of the month and then from Enter Transactions click on the "Process Auto Pays" button to complete the process.