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Payments

  • Recurring Credits (ACH Processing only)

    The Recurring Credits option enables a user to create continuing payments for vendors or issue continuous credits to a customer. 1. Log in to the system, and select Transactions from the left menu ba...

  • Recurring Payments

    Customers can request that continuing payments be electronically debited from their account. The user must obtain signed authorization from a customer before processing the payment. NOTE: Recurring t...

  • Issuing Credit

    The Issue Credit function allows a user to pay one of the vendors or issue a credit to a customer. 1. Log in to the system, and select Transactions from the left main menu. 2. Select Issue Credit, e...

  • Telephone Payments

    A user can receive a request to have a payment taken electronically from a customer's account over the telephone. 1. Log in to the system, and select Transactions from the left main menu. 2. Select ...

  • Preauthorized Payments (Registered Customers)

    *To learn how to register a customer, visit the article here [https://paymentstars.kayako.com/article/86-registering-customers-creating-a-new-customer]. Preauthorized Payments A customer can request ...

  • Setting up Credit Card Account Information

    Credit card information for a registered customer can be set up at any time. 1. Log in to the system, and select Transactions from the left main menu. 2. Select a credit card payment type. You will ...

  • Setting up Bank Account Information

    Bank information can be set up for a registered customer at any time. 1. Log in to the system, and select Transactions from the left main menu. 2. Select an ACH payment type. You will not be require...

  • Registering Customers: Creating a New Customer

    Registered customers will need to be entered into the system before any payments can be made for that customer. 1. Log in to the system, and select Transactions from the left menu bar. 2. Select a p...

  • Mailed-In Payment (Card Processing Only)

    1. Log in to the system, and select Transactions from the left main menu. 2. Select Card Processing, and select the Mailed-In Payment option. 3. On the Card Processing page, fill in all required inf...

  • Issuing Credit

    1. Log in to the system, and select Transactions from the left main menu. 2. Select Issue Credit, whether from ACH processing or credit card processing, depending on the credit you wish to issue. 3....