tag:blogger.com,1999:blog-63887518850330740702024-03-06T14:03:43.048-06:00Bill & PayThe most complete invoicing and payment solution. The best integration with QuickBooks and QuickBooks Online or use our stand alone accounts receivable solution Easy Invoice. Receive online payments from credit card or checking.Anonymoushttp://www.blogger.com/profile/06317597269226556008noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-6388751885033074070.post-80977530539913801272022-04-06T11:54:00.000-05:002022-04-06T11:54:19.783-05:00Pay by Text<h2 style="text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCm_gqp1oDLA4nZ9v9X9W1WFXDq0S3gYhw0ERFPjH-5hP9tKWwXjXqQDwl6PinJDYyxg5Fn0tMvu8lvMEsyC0kvifO8JQ1703cMmaJ4lovhclacPX3-ypanfqKwf14OMtiHIkJFWNH6ELsc2mT0JrDotYdKqtEwpV4gXCxNXe3zonRiPy74ec62A/s314/Picture1.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" data-original-height="311" data-original-width="314" height="311" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCm_gqp1oDLA4nZ9v9X9W1WFXDq0S3gYhw0ERFPjH-5hP9tKWwXjXqQDwl6PinJDYyxg5Fn0tMvu8lvMEsyC0kvifO8JQ1703cMmaJ4lovhclacPX3-ypanfqKwf14OMtiHIkJFWNH6ELsc2mT0JrDotYdKqtEwpV4gXCxNXe3zonRiPy74ec62A/s1600/Picture1.png" width="314" /></a></div></h2><p>Thank you for your interest in the Bill & Pay solution - Pay by Text</p><p>Over 60% of customers prefer using their mobile devices to make payments. Customers will love the option and convenience to be notified and pay their invoices by text.</p><p>Pay by Text will improve your cashflow and workflow, increase customer satisfaction and on-time payments, and reduce payment support calls simultaneously. Pay by Text links and payment options have a 45% higher response rate than direct mail. In addition, customers are more likely to open the text message verses email with 94% viewed within 3 minutes.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgA27X7yHb9wopnqMQRPEvKH5USc3Sl9hAB5skvGlj_I3gGSMKlkvf-juAxtfft_XwclApH6F74FHbfvNhzz3Z3JvKrBEguB6QMSSrBgcijMZWoCzE8W21DPr1ecUBzVXVE4_4Ggr7CDY-L3AycuztqlGsIT5rck-6OED-8efanTXNVPqmEA-MpJA/s352/Picture2.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="289" data-original-width="352" height="263" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgA27X7yHb9wopnqMQRPEvKH5USc3Sl9hAB5skvGlj_I3gGSMKlkvf-juAxtfft_XwclApH6F74FHbfvNhzz3Z3JvKrBEguB6QMSSrBgcijMZWoCzE8W21DPr1ecUBzVXVE4_4Ggr7CDY-L3AycuztqlGsIT5rck-6OED-8efanTXNVPqmEA-MpJA/s320/Picture2.png" width="320" /></a></div><div><div>Pay by Text is an opt-in customer solution to easily pay invoices via text messaging. Customers will quickly pay invoices in as little as 2 messages using a simple number response with Y / N answers to confirm and process their payment.</div><div><br /></div><div><br /></div><div><br /></div><div>Notifications sent by Text from Bill & Pay</div><div><ul style="text-align: left;"><li>New Invoice notifications</li><li>Payment confirmations</li><li>AutoPay nods</li><li>Invoice and past-due reminders</li></ul><div><br /></div></div></div><div><div><b>Getting started</b></div><div>Turn on the Pay by Text feature</div><div>Within Bill & Pay</div><div><ol style="text-align: left;"><li>Click Advanced Options</li><li>Texting and click to activate</li></ol></div><div><i>To Know: When you activate Pay by Text, you are assigned a phone number which the texts are sent from. Your customers will likely save this phone number and name it so they will know who it’s from, what the payment is for, and that it is not a scam for future texts. If you Turn OFF Pay by Text and later turn it on again, you will be assigned a different phone number which may cause issues on the customer side. Communication to your customers is critical. </i></div><div><br /></div><div><b>Using Pay by Text</b></div><div>Whether the customer is existing or new, ONLY the customer can add a phone number and agree to receive text for Pay by Text. If you try to send a text prior to this, nothing will be sent.</div><div><br /></div><div><b>Existing customers who have a Bill & Pay payment portal login</b></div><div><ol style="text-align: left;"><li>They will see the option to add a phone number and agree to receive payment by text messages.</li><li>Once their phone number is added, you can opt to send them text by choosing so under Customer Options. You can choose email and/or text message per notice or reminder.</li><li>The customer MUST have an existing credit card and/or ACH account saved to the payment portal. If they do not, they are required to save one while making a payment on the payer portal. After which, that saved payment method will be available for Pay by Text with future payments.</li></ol></div><div><br /></div><div><b>Customers without a payment portal login </b></div><div><ol style="text-align: left;"><li>You can send them either an invite for the portal or email them the invoice to pay online.</li><li>The customer is required to create an account and complete the opt-in option to add a phone number for Pay by Text.</li><li>Customers are required to save a payment method while making a payment on the payer portal. After which, that saved payment method will be available for Pay by Text with future payments. If the first saved payment method was a credit card, and they want to add an ACH account: They need to process a payment while saving that ACH account on the payment portal for it to be available for Pay by Text.</li></ol></div><div><br /></div><div><b>Pricing</b></div><div>Pay by Text fees will appear on the normal monthly billing statement from Bill & Pay.</div><div><span style="color: red;">First month is FREE!</span> This allows you to try it out prior to paying for it.</div><div>$10.00/month includes 500 messages. </div><div>Messages over 500 are $0.015/message.</div><div><br /></div><h4 style="text-align: left;">FAQ</h4><div><b>Can a customer use this feature if they do not have an internet connection?</b></div><div>To make or receive calls or messages, an Internet connection is required. You can use Wi-Fi and/or cellular data. You can also use a wireless hot-spot or a data stick.</div><div><br /></div><div><b>Will I see these payments in Bill & Pay like other payments?</b></div><div>Yes. They will show on the Payments screen in Bill & Pay and if connected to QuickBooks, post normally.</div><div><br /></div><div><b>How will I know what invoice is pending to be paid by text?</b></div><div>Several screens like Customers, Invoice List, Unpaid Invoices, etc. will have an extra column on the right side called Text Codes. The code they need to enter to pay the invoice will be in that column.</div><div><br /></div><div><b>Will I be able to tell what payments were made by Pay by Text?</b></div><div>Yes. When you click on the payment, you will see SMS Payment and the phone number that made the payment.</div><div><br /></div><div><b>Will I be able to edit the verbiage on the texts sent by Pay by Text?</b></div><div>No. The text messages will contain your company name as it appears in Bill & Pay and a link if they want to pay the invoice on the Bill & Pay Payer Portal instead. You can, however, customize the Bill & Pay Payer Portal.</div></div><div><br /></div>Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-60908298309594755222019-02-12T16:35:00.000-06:002019-02-12T16:35:01.739-06:00Automatic PaymentsThis popular features allows your customers to approve automatic payments for any invoices that have a balance due. You can choose which automatic payment schedule options are available to your customers: once per month, twice per month, every week, or on invoice due date. In all cases Bill & Pay automatically pays the amount of the invoice. It doesn't matter if the invoice amount varies. You can also setup automatic payments for your customers by going to the Customers page, clicking on the customer's name, then the 'Auto Pay' button.<br />
<br />
Below is a summary of the options related to Auto Pay:<br />
<br />
<ul>
<li>Auto pay can be monthly, twice per month, weekly, or "on invoice due date". (In all cases it pays the full amount of the open invoice.)</li>
<li>Bill & Pay includes a customer portal where the customer can signup for auto pay. Or, the biller can setup auto pay for a customer.</li>
<li>All open invoices synced from QuickBooks are automatically paid on the auto pay date or "on invoice due date".</li>
<li>Automatic payments can be setup using ACH or a credit card.</li>
<li>Customers receive a confirmation email of their auto payment (this can be turned off).</li>
<li>Customers can receive an advanced email notice of an upcoming auto payment (optional).</li>
<li>Auto send reminder emails prior to the credit card expiration date.</li>
<li>Prevent auto pay based on the QuickBooks invoice template (in QuickBooks Desktop only).</li>
<li>Setup a maximum payment amount that is applied to the oldest invoice.</li>
<li>The biller can require all customers to sign-up for autopay. When the customer is emailed and clicks the link to pay, they are instructed how to set-up automatic payments. </li>
<li>Receive notification when a customer signs up for auto payments. </li>
<li>Lock auto payments so the customer cannot remove. Option to allow them to update their payment account. </li>
<li>Auto pay a batch of invoices by selecting from a list of invoices with an open balance.</li>
</ul>
<br />
In addition to auto payments, we have Payment Plans, which are setup for a single invoice. For example you can setup a $1,000 invoice with 10 auto payments of $100. <a href="https://billandpay.blogspot.com/2017/07/payment-plans.html" target="_blank">Click here for more information about Payment Plans.</a><br />
<br />
If you want to run recurring payments without creating invoices, <a href="https://billandpay.blogspot.com/2018/05/subscription-payments_24.html" target="_blank">click here to check out our Subscription Payments feature.</a>Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-74005278259950747702019-01-21T11:33:00.000-06:002019-01-21T11:33:46.732-06:00Reminder EmailsYou can dramatically improve your collection efforts by setting up automatic payment reminder emails. The Bill & Pay email reminder system is fully automated. Reminders are automatically sent based on each specific invoice due date with a balance due.<br />
<br />
You can have up to three reminders sent before the invoice due date and up to five reminders sent after the invoice due date. All reminders are sent according to the rules you setup for your account. Here are examples of additional options:<br />
<br />
<ul>
<li>Only send to enrolled customers</li>
<li>Send to all customers: enrolled and unenrolled</li>
<li>Exclude customers who have auto pay</li>
<li>Attach the invoice PDF to the reminder email</li>
<li>Customize the text of each reminder email or use our default text</li>
</ul>
<br />
Bill & Pay tracks who is sent an email so they are not sent the same reminder twice. You can also see the reminder emails sent by clicking the customer's screen and then "Emails Sent" tab or in the "Emails Sent to Customers" report.Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-56912143599169657712018-10-31T10:29:00.000-05:002018-12-21T09:06:05.446-06:00New Customer Sign-up with Option to Pay<span style="font-family: "arial" , sans-serif; font-size: 11.0pt;">This feature includes
a link you can add to your website, or email to new customers as part of a
sign-up process. In addition, customers can approve terms and conditions
you may want to add as well as make a payment. The customer and payment data will then sync into QuickBooks.*</span><br />
<span style="font-family: "arial" , sans-serif; font-size: 11.0pt;"><br /></span>
<span style="font-family: "arial" , sans-serif;"><span style="font-size: 14.6667px;">Under Advanced Options/Additional Features, turn on the “Payments Without an Invoice” option and the “Add Customers” option. </span></span><br />
<span style="font-family: "arial" , sans-serif;"><span style="font-size: 14.6667px;"><br /></span></span>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiilCoMlE4QZ4__Ka4SZU7hMDqFOP-QqcE7-O26VLNNMnJ-ebMwFeSLZ4PqWlpH0cD0CQMX4IBxOHY8nqWT_BUoKVEaxQttFjUvJpU5w4GyvnZ9ZES0Ggr0T3B_Ojz2g2cg8HA2rnUOQA/s1600/NewCust4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="663" data-original-width="948" height="277" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiilCoMlE4QZ4__Ka4SZU7hMDqFOP-QqcE7-O26VLNNMnJ-ebMwFeSLZ4PqWlpH0cD0CQMX4IBxOHY8nqWT_BUoKVEaxQttFjUvJpU5w4GyvnZ9ZES0Ggr0T3B_Ojz2g2cg8HA2rnUOQA/s400/NewCust4.jpg" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<br />
<span style="font-family: "arial" , sans-serif; font-size: 14.6667px;">Next, under Advanced Options/Add Customers, check the box to “Allow the public to signup from your web site”. You will then be given additional options and access to your sign-up page URL which you can add to your web site or include in an email. </span><br />
<span style="font-family: "arial" , sans-serif; font-size: 14.6667px;"><br /></span>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5WySKQAmRXW7Bf2Kix8dW00xlPfD2dXKQ78PgNli7u2gxQPdgW9Y0mqbr7uU6ET5TUPsntddLcGsepTlyT8JOt5iQbhZKl2V5X7Eue78RQVsYEKo08QyMUPKQ_Vh32HiQKT32VePzAw/s1600/AddCust2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="779" data-original-width="832" height="373" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5WySKQAmRXW7Bf2Kix8dW00xlPfD2dXKQ78PgNli7u2gxQPdgW9Y0mqbr7uU6ET5TUPsntddLcGsepTlyT8JOt5iQbhZKl2V5X7Eue78RQVsYEKo08QyMUPKQ_Vh32HiQKT32VePzAw/s400/AddCust2.jpg" width="400" /></a></div>
<br />
<span style="font-family: "arial" , sans-serif;"><span style="font-size: 14.6667px;"><span style="font-family: "arial" , sans-serif;">You can customize the heading on the sign-up page as well as the instructions shown to the cust</span><span style="font-family: "arial" , "helvetica" , sans-serif;">omer. If you have terms or text in the instructions that you want your customer to agree to, you can enable the "I agree" checkbox and add the specific language you want shown next to the checkbox. After the customer completes the sign-up form, you can enable one of the following actions:</span></span></span><br />
<ul>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Show thank you message - no further action required</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Show payer enroll page - the customer (payer) has the option to create a Bill & Pay account</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Show payment page - the customer can make a payment</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">Show auto-pay approval page - the customer can sign up for automatic payments (Contact support for this option)</span></li>
</ul>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Here is an example of the sign-up page the customer will see using the above settings. The fields below can be customized.</span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgViZ-nSnhCAJczs2eYUDm3S5JwkVZxlo2G5ImtM5uDTXdR7LGCgoT4X9ec9DwE86x97urcFt3Jt7y6AHAS8lBPAO-5FYDZqUUZw-NL8pgmIHY4t3V1B0oYE8lyRmtVqhiLsrzXg9FmgQ/s1600/Signup1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" data-original-height="868" data-original-width="909" height="381" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgViZ-nSnhCAJczs2eYUDm3S5JwkVZxlo2G5ImtM5uDTXdR7LGCgoT4X9ec9DwE86x97urcFt3Jt7y6AHAS8lBPAO-5FYDZqUUZw-NL8pgmIHY4t3V1B0oYE8lyRmtVqhiLsrzXg9FmgQ/s400/Signup1.jpg" width="400" /></span></a></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<span style="font-family: "arial" , sans-serif;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: 11pt;">*This feature is also
available for Bill & Pay Easy Invoice and Enterprise.</span></span>Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-29540266938195553332018-06-26T14:05:00.000-05:002018-06-26T14:05:22.933-05:00Your Customer's Payment Experience<div style="text-align: center;">
<span style="font-family: "calibri" , sans-serif; font-size: 11pt; line-height: 115%;"><i>Note: The steps below are our most common, but each
company can customize the options they give their customers. </i></span><br />
<span style="font-family: "calibri" , sans-serif; font-size: 11pt; line-height: 115%;"><i><br /></i></span>
<span style="font-family: "calibri" , sans-serif; font-size: 11pt; line-height: 115%;"><i><br /></i></span></div>
<div style="text-align: center;">
<div class="separator" style="clear: both; text-align: center;">
<iframe allowfullscreen="" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i.ytimg.com/vi/nz5YY5aGNKk/0.jpg" frameborder="0" height="266" src="https://www.youtube.com/embed/nz5YY5aGNKk?feature=player_embedded" width="320"></iframe></div>
<br /></div>
<h4>
Customers receive emails notifying them an invoice is due. The invoice is attached. </h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirm9vbcpASuc-oCCz1bzYy0wCxgGejr5JH0BKJLos07bHw6W8h7wfHyvoni469AjlG7bFAR_to4aoCQRYMnviYAAK4GsOT4abfqp8l3qOYWhNTXoITwl5hv_KppybBjWY-WwC5ytkFJLDP/s1600/medvec.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="271" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirm9vbcpASuc-oCCz1bzYy0wCxgGejr5JH0BKJLos07bHw6W8h7wfHyvoni469AjlG7bFAR_to4aoCQRYMnviYAAK4GsOT4abfqp8l3qOYWhNTXoITwl5hv_KppybBjWY-WwC5ytkFJLDP/s400/medvec.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
After the customer clicks the above “make a payment” link, they see the screen below. The customer can pay or create an account by clicking the “Click Here” link. With an account, the customer can see invoice and payment history, save their payment account, setup auto pay.</h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrwhg4pymoG8AB4bpCVFP_ZYfp15rH7WnA_1WHaIOCTl5b9qOpezb2-WIYmUHovj7wzbvG0fqud0xZ36Umhd4vou-1tlkoU5G-xeEPITCrpfdGyt4ycikTZPqxGJ1SNK61lyi2hRXe_9OE/s1600/medvec2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="251" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrwhg4pymoG8AB4bpCVFP_ZYfp15rH7WnA_1WHaIOCTl5b9qOpezb2-WIYmUHovj7wzbvG0fqud0xZ36Umhd4vou-1tlkoU5G-xeEPITCrpfdGyt4ycikTZPqxGJ1SNK61lyi2hRXe_9OE/s400/medvec2.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
The customer can choose to pay from their bank account and/or credit card. These options are displayed if the business is setup to accept ACH and/or credit cards. The option to accept credit cards can be turned on for all customers or individually selected customers:</h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkV0aiu0gqz5SK3Xv7HtcDTVsTkhlWIjaeZPUjhPVJDLhdq_ovubON2a26dtoGMpezKfV43wR3CTuoCmHnlL919FPD-XRJ8aOhkhyphenhyphenL1ul5hXFbUZC7GGLLFG9cVKdCTUJ0llEtoGeqxO3m/s1600/medvec3.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="290" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkV0aiu0gqz5SK3Xv7HtcDTVsTkhlWIjaeZPUjhPVJDLhdq_ovubON2a26dtoGMpezKfV43wR3CTuoCmHnlL919FPD-XRJ8aOhkhyphenhyphenL1ul5hXFbUZC7GGLLFG9cVKdCTUJ0llEtoGeqxO3m/s400/medvec3.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
The customer enters their payment account information. The examples below show both a credit card payment and bank account (ACH) payment. </h4>
<i>Note #1: If the customer logs in to pay, their payment information can be saved if selected by the customer. Note #2: The business also has the option to collect and enter payment account information for their customers via their Bill & Pay control panel. </i><br />
<br />
<h4>
Credit Card Payment Screen:</h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4O5rKuHgDNk8U1nwVgejyt6Tq7VDllEIjEh3jYtF6XpUZuxhvbcwlGZT3d8m-ZpjBTiT6a_GiVi6EHcxi_yCfux4qo5gDsPokUYFXYmfsnv_n52vm86o1QbGdF1FI6tOJkbAMQq_GW-kn/s1600/medvec4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4O5rKuHgDNk8U1nwVgejyt6Tq7VDllEIjEh3jYtF6XpUZuxhvbcwlGZT3d8m-ZpjBTiT6a_GiVi6EHcxi_yCfux4qo5gDsPokUYFXYmfsnv_n52vm86o1QbGdF1FI6tOJkbAMQq_GW-kn/s400/medvec4.png" width="348" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
Bank Account (ACH) Payment Screen: </h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOdqWI5WiHBsf377ObYurVsOu1cQjCPeKg8mQq1lIbQ7WJsauVAamiyeN0q-9So9fImpiJ8yUdsd-9K2xYqXT46QNvMmpN5KVKHUMa2B6vw3-VopqcD85NO2uOoXW8OoORG9kWL4zs8cPN/s1600/medvec5.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOdqWI5WiHBsf377ObYurVsOu1cQjCPeKg8mQq1lIbQ7WJsauVAamiyeN0q-9So9fImpiJ8yUdsd-9K2xYqXT46QNvMmpN5KVKHUMa2B6vw3-VopqcD85NO2uOoXW8OoORG9kWL4zs8cPN/s400/medvec5.png" width="383" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4 style="clear: both; text-align: left;">
</h4>
<h4 style="clear: both; text-align: left;">
</h4>
<h4 style="clear: both; text-align: left;">
</h4>
<h4 style="clear: both; text-align: left;">
The customer clicks “confirm” to complete their payment transaction:</h4>
<div>
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHagC_O0igZ69m3V9hBxBp9MBB6ZYp1EdMMy846JLXwnr0kMU5oxt7mck_K_AWE27W5f7xTYh6dWDOot-5dkCSRqcKkXZvRc3kngYdEGpQit2adrf1-emhON_x3MS9itObu8rNwymWzJYj/s1600/medvec6.png" imageanchor="1" style="display: inline; margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="242" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHagC_O0igZ69m3V9hBxBp9MBB6ZYp1EdMMy846JLXwnr0kMU5oxt7mck_K_AWE27W5f7xTYh6dWDOot-5dkCSRqcKkXZvRc3kngYdEGpQit2adrf1-emhON_x3MS9itObu8rNwymWzJYj/s400/medvec6.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4 style="clear: both; text-align: left;">
</h4>
<h4 style="clear: both; text-align: left;">
</h4>
<h4 style="clear: both; text-align: left;">
</h4>
<h4 style="clear: both; text-align: left;">
After the customer clicks “confirm”, they see the screen below and will also receive a payment confirmation email.</h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2hwO8hQDNwF0Yd_gvhJWfVdW0aqXI5R0xvB5wWywgw61NI_Pz-SxhVOmEqnxIEsm_HbFob9cooQ2RQptc0XS49vxht7tZjFgRWq1SKG4pvIZ3VbDZHNLYa99TeusKJKTZlTDfnZvbRi0j/s1600/medvec7.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="206" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2hwO8hQDNwF0Yd_gvhJWfVdW0aqXI5R0xvB5wWywgw61NI_Pz-SxhVOmEqnxIEsm_HbFob9cooQ2RQptc0XS49vxht7tZjFgRWq1SKG4pvIZ3VbDZHNLYa99TeusKJKTZlTDfnZvbRi0j/s400/medvec7.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
The screen shots below show additional details if the customer chooses to create a Bill & Pay account and login. The customer can view invoices & payments, make a payment, setup auto pay, add more emails, and click "contact us" to reach the business.</h4>
</div>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhz-DLryktVtMtl0EQeQFkMn8_c7lpWylgZT6SzAcKT_3fF6JuCOuYZ84Ry9vpDVz_g6bcB1y53Rr0rWspnQturtvNDiKqjW9gkHDGMvJZz3gy2m3wLL3_IhN_cst8_Cegfp1NjSJYYSWRb/s1600/medvec8.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="205" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhz-DLryktVtMtl0EQeQFkMn8_c7lpWylgZT6SzAcKT_3fF6JuCOuYZ84Ry9vpDVz_g6bcB1y53Rr0rWspnQturtvNDiKqjW9gkHDGMvJZz3gy2m3wLL3_IhN_cst8_Cegfp1NjSJYYSWRb/s400/medvec8.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
After clicking “to make a payment” all open invoices are displayed. The customer can pay all invoices, one invoice, partial payments, etc. </h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6uGm47Pl2g4TW4U4wS-BWY6AggwovSfKJvy0TxACle4TD7uJ_5n8d-x-JsXJ-NpwpW4wJeLC3CbwjyyVvh4RqjDln331oFmOfp7SrFBC2U-chFoNV78lvhIgM0SckS7NDW92-vfb9H8fM/s1600/medvec9.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="303" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6uGm47Pl2g4TW4U4wS-BWY6AggwovSfKJvy0TxACle4TD7uJ_5n8d-x-JsXJ-NpwpW4wJeLC3CbwjyyVvh4RqjDln331oFmOfp7SrFBC2U-chFoNV78lvhIgM0SckS7NDW92-vfb9H8fM/s400/medvec9.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<h4>
</h4>
<h4>
</h4>
<h4>
</h4>
<h4>
If enabled, customers can setup automatic payments that pay the amount of the open invoice. Below are three screen shots showing a customer view of this option. The scheduling options will depend on rules setup by the business.</h4>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZN8aRHTbvk6P1HKKX28PLVprenpCExSkl3nkVVw4Stv58CzHI3UQjLcIAte4pbvzUBIEyH-WJWftPJjeEFhHD5rTzjoyWprlK27mUO8nE5PEZhrY3a8C8QYWTqPnDRxhBvhekIf5EjKIQ/s1600/medvec10.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="178" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZN8aRHTbvk6P1HKKX28PLVprenpCExSkl3nkVVw4Stv58CzHI3UQjLcIAte4pbvzUBIEyH-WJWftPJjeEFhHD5rTzjoyWprlK27mUO8nE5PEZhrY3a8C8QYWTqPnDRxhBvhekIf5EjKIQ/s400/medvec10.png" width="400" /></a></div>
<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiwTM-LEhkuc58SYPx-rLsDCbPLxnCguY6Db6WOTWslOlaIpdmVhyvjbRsIJc3O4wNnqLWmz6AUF_D_9xyOoe2jCK1NznSyKLKx4ANCCO48lehFvzaYbXTupLy0FySvf93W0oQxlpTQYMS8/s1600/medvec11.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="185" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiwTM-LEhkuc58SYPx-rLsDCbPLxnCguY6Db6WOTWslOlaIpdmVhyvjbRsIJc3O4wNnqLWmz6AUF_D_9xyOoe2jCK1NznSyKLKx4ANCCO48lehFvzaYbXTupLy0FySvf93W0oQxlpTQYMS8/s400/medvec11.png" width="400" /></a></div>
<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwqkIOfgvPb8qcTCwt60BMfyAhdoZmY4AwL2UQ12gR4Mbz7dUm3q98pZZmlmAdsN9uSaNsERXW6RshEJemqJlDwGoF92yVGKIC7R4PqCJVMpF_UyzH88OTTuglO2wmunuWVZeppOK5fShu/s1600/medvec12.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="352" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwqkIOfgvPb8qcTCwt60BMfyAhdoZmY4AwL2UQ12gR4Mbz7dUm3q98pZZmlmAdsN9uSaNsERXW6RshEJemqJlDwGoF92yVGKIC7R4PqCJVMpF_UyzH88OTTuglO2wmunuWVZeppOK5fShu/s400/medvec12.png" width="400" /></a></div>
Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-8306386580840146402018-05-24T16:21:00.001-05:002018-08-14T09:56:09.296-05:00Subscription Payments<br />
<h3>
Easily and automatically collect subscription payments from your customers with Bill & Pay.</h3>
<br />
All versions of Bill & Pay include the option to setup repeat payments without an invoice.<br />
<ul>
<li>Use your existing merchant account or allow us to provide you a competitive quote for a new merchant account</li>
<li>Use our ACH service, at no extra cost, to accept payments from checking accounts and save money</li>
<li>Level 1 PCI compliant storage of all credit card data</li>
</ul>
<br />
Learn more and see all the features below.<br />
<br />
Under Advanced Option / Subscriptions you can create profiles of different subscription plans you want to offer. You can either "Add a New Profile" or click on an existing profile to modify it. Click "Subscription Options" to choose if subscription payments sync into QuickBooks as a received payment or a sales receipt. If you use sales receipts, you can also choose the "line item name" the payment is attached to. You can choose from 7 different payment frequencies as shown under the Frequency heading below.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCCwHF7srkmdGjm6uhi60A-R0jR5HoxIsgmRLqwNV3AdpiwyV5s_b8tWw8mdNr5fY2Lyd405KVP4L6cE6ocCDBbyDr317qnJn49-mn7yM07oIgZWSYCJodso6dhF2sGQ6V6jfznQHmQZk/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="472" data-original-width="1002" height="300" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCCwHF7srkmdGjm6uhi60A-R0jR5HoxIsgmRLqwNV3AdpiwyV5s_b8tWw8mdNr5fY2Lyd405KVP4L6cE6ocCDBbyDr317qnJn49-mn7yM07oIgZWSYCJodso6dhF2sGQ6V6jfznQHmQZk/s640/screen.png" width="640" /></a></div>
<br />
In the following screenshot the monthly subscription profile "Test 4", which had been created earlier, has been clicked. Subscription profiles can either have a set number of payments or continue indefinitely until the plan is canceled. This subscription profile has six monthly payments of $40.00 each. You also have the option of adding a sales tax amount for each payment. Right now we do not support variable sales tax amounts by state.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYsglssOeDk97r4ARbAFBjJ9dvBpbz-wp03mJD3jem1x6rxsSTqxWtRri_EYlGamo3TucTOs_r7LbT_HBDPSeqyPtdyr95TwzbhYjJ5Oyv-IE4odjAiJ5MPrb3dbXwOGxSWrQnP-et7-M/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="352" data-original-width="1002" height="224" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYsglssOeDk97r4ARbAFBjJ9dvBpbz-wp03mJD3jem1x6rxsSTqxWtRri_EYlGamo3TucTOs_r7LbT_HBDPSeqyPtdyr95TwzbhYjJ5Oyv-IE4odjAiJ5MPrb3dbXwOGxSWrQnP-et7-M/s640/screen.png" width="640" /></a></div>
<br />
If you click on the box “Subscriptions using this profile will not have an end date” the number of payments will not be shown.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBuEPmwiVeRr3jJgoCOtgCyywWQZGAqzctv5ZQBYckIubT-ptnx3jxXkiB4PUQbY5L2wk1KwgiV0AbLlgZ_dX2F476OnClPszI-ibRlESHlfjj-o3m7JuvK2U9KtwIhobzFFb9oseh8_w/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="318" data-original-width="1002" height="202" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBuEPmwiVeRr3jJgoCOtgCyywWQZGAqzctv5ZQBYckIubT-ptnx3jxXkiB4PUQbY5L2wk1KwgiV0AbLlgZ_dX2F476OnClPszI-ibRlESHlfjj-o3m7JuvK2U9KtwIhobzFFb9oseh8_w/s640/screen.png" width="640" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
Once your subscription profiles are set up you can go to a customer record and click on the "Subscriptions" button and add a new subscription plan.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhtq8rVVjsC9IuF_Nr7TJ-6FN8dbNWQYufz74FzHeY7jZi4ZDUDRCDhi9n0PcUafomSCWD8mDyrkU4pr_d4SSf2QqBvbn9Doz-PvSciwUsdDlgNHNrYSJ4cmOlkfkszx1oH2BKphD8h4Ro/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="189" data-original-width="1002" height="120" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhtq8rVVjsC9IuF_Nr7TJ-6FN8dbNWQYufz74FzHeY7jZi4ZDUDRCDhi9n0PcUafomSCWD8mDyrkU4pr_d4SSf2QqBvbn9Doz-PvSciwUsdDlgNHNrYSJ4cmOlkfkszx1oH2BKphD8h4Ro/s640/screen.png" width="640" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<br />
You can choose an existing profile you created earlier or set up a completely custom subscription plan for this customer.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrWVZeVxEckhqycB7XS2x07mUd3D7cQ0ZxTpu9M-QhmhLS4LV4-yFfH6wKrI0ov7U71bPEp_SK-25KjuOZbcj6a6uOCz154U8kIv8EXx27CtW8Q2n4qD5eszYvbhaXEgANVuuGnTGRhWQ/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="529" data-original-width="1002" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrWVZeVxEckhqycB7XS2x07mUd3D7cQ0ZxTpu9M-QhmhLS4LV4-yFfH6wKrI0ov7U71bPEp_SK-25KjuOZbcj6a6uOCz154U8kIv8EXx27CtW8Q2n4qD5eszYvbhaXEgANVuuGnTGRhWQ/s640/screen.png" width="640" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
The example below uses the "Test 4" subscription profile:<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrZAneVya7fn_FIAVu8Cz09G9zEZQlihBxuLTvPYcgC2QJ5gC7EFIFfD8sePLqhzp-3vu_YMEeQAVQ7gKXMNaMIEDw1gQ81Ym3Ucj00Eu4NmP4QBTsqaIdUw_YMDVhUAQT6BZdX09JMUs/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="529" data-original-width="1002" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrZAneVya7fn_FIAVu8Cz09G9zEZQlihBxuLTvPYcgC2QJ5gC7EFIFfD8sePLqhzp-3vu_YMEeQAVQ7gKXMNaMIEDw1gQ81Ym3Ucj00Eu4NmP4QBTsqaIdUw_YMDVhUAQT6BZdX09JMUs/s640/screen.png" width="640" /></a></div>
<br />
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
</div>
Choosing a profile will populate the subscription plan settings from the subscription profile you created. You must pick a start date for the subscription plan to begin processing payments. Bill & Pay will automatically calculate an end date if the profile was defined as having a specific number of payments. The fields are dynamic so if you change the number of payments, it will change the end date. If you change the end date it will calculate the number of payments automatically. Payments are always made on the same date, or day of the week you choose for the start date. If you choose twice per month payments, the first payment is on the date of the month you choose and the second payment is 14 days later. The next payment will be on the date you initially setup.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0qv7uZGypUIaaLK9239JvnQcrpRk0j3X0gYIvUkladqY1mSZSPQbq5Nm_rCaWCvTTLGLowaUcUQ0DgZC0tyNmBR6ly_jQaAQXDyH35qFUBeiF0z7xtZH2aMRNBhkHlLtzcO9Enjijexs/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="529" data-original-width="1002" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0qv7uZGypUIaaLK9239JvnQcrpRk0j3X0gYIvUkladqY1mSZSPQbq5Nm_rCaWCvTTLGLowaUcUQ0DgZC0tyNmBR6ly_jQaAQXDyH35qFUBeiF0z7xtZH2aMRNBhkHlLtzcO9Enjijexs/s640/screen.png" width="640" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<br />
You have the option of adding a down payment and choose a date that will occur.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9Ey64N59AmwfW_B37ecZ-62L6UZvxC244jNmJI2h-5Gfdb3gK9kKY07X2j8p8RBdlJUyxx44m8LwEAm-meKMQYzsy8nzU9J9vk8-zY14liWuvGAJsm7ad3ANswSCfZmeV27OKlw58T6w/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="98" data-original-width="388" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9Ey64N59AmwfW_B37ecZ-62L6UZvxC244jNmJI2h-5Gfdb3gK9kKY07X2j8p8RBdlJUyxx44m8LwEAm-meKMQYzsy8nzU9J9vk8-zY14liWuvGAJsm7ad3ANswSCfZmeV27OKlw58T6w/s1600/screen.png" /></a></div>
Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-86313263207312842292017-10-24T11:10:00.002-05:002017-10-24T11:10:35.606-05:00User Action LogThis feature allows you to view the specific action taken by any of your user accounts (employees) and your customers. The log shows which user performed the following activity: Add Customer, Accept Payment, Update Customer, Approve Auto-Pay, Disable Auto-Pay, Reset Customer Password, Unenroll Payer, Create Payment Plan, Approve Payment Plan, Unapprove Payment Plan, Delete Payment Plan.<br />
<br />
This is a helpful tool for tracking or researching potential questions or discrepancies. For example, if a customer said “I didn’t make that payment” you can go to their screen and it will tell you exactly how and who processed the payment. <br />
<br />
<b>Example of the User Action Log found at the bottom of each Customer page:</b><br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGTXWwnN4L92sO2AbYZhzAlzFDN-bycLiIjkpuxn7wZmbAGFb7e7p9L_A4KQ7_akCs8ax_pMX5gjViZW6aAXJHxEpy0g9Uxq-h6yMVYkU6WGhm8YzooJ5m4ZkyweVqqIcoyYQ0k8gIBHNU/s1600/picture+image+file+png.png" imageanchor="1" style="clear: left; display: inline !important; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="170" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGTXWwnN4L92sO2AbYZhzAlzFDN-bycLiIjkpuxn7wZmbAGFb7e7p9L_A4KQ7_akCs8ax_pMX5gjViZW6aAXJHxEpy0g9Uxq-h6yMVYkU6WGhm8YzooJ5m4ZkyweVqqIcoyYQ0k8gIBHNU/s400/picture+image+file+png.png" width="400" /></a><br />
<br />
There is a $50 setup fee and $10/month additional fee for this service. To enable this feature, click on Support in your Bill & Pay account to contact customer service.Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-66289347593767926542017-10-24T10:54:00.000-05:002017-10-24T10:54:18.356-05:00Bill & Pay Desktop Manager Installation Location Determination Steps<div class="MsoNormal">
These steps should be answered from the perspective of the user that will be responsible for synchronizing QuickBooks with Bill & Pay.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
</div>
<ol>
<li>Do you use a Remote Desktop connection to access QuickBooks?<br />Yes - See #2<br />No - See #4</li>
<li>Do you use a 3rd party QuickBooks hosting service supported by Bill & Pay? (For example Right Networks, Cloud9 Real Time, iNSYNC)<br />Yes - Request your hosting service to enable Bill & Pay for your account.<br />No - See #3</li>
<li>Connect Remote Desktop to your session you use to run QuickBooks. Install the Bill & Pay Desktop Manager within the Remote Desktop session. If you do not have permissions making it possible to install the Desktop Manager within the Remote Desktop session you will need to request that your network administrator perform the installation.</li>
<li>Install the Bill & Pay Desktop Manager software on the computer that you personally use to run QuickBooks.</li>
</ol>
<br />
<h3>
QuickBooks Server Components</h3>
<div class="MsoNormal">
</div>
<ul>
<li><b>QuickBooks Server / QuickBooks Enterprise Server</b><br />A computer connected to a network that holds the QuickBooks company file. Windows file sharing is used to give other computers on the same network access to the company file. You would rarely install the Desktop Manager on this computer. See the “QuickBooks Desktop” component for exceptions to this.</li>
<li><b>QuickBooks Desktop </b><br />A computer connected to the same network as the QuickBooks Server that a person uses to run the QuickBooks software and interact directly with it. The Desktop Manager will be installed on the QuickBooks Desktop computer of the user responsible for synchronizing with Bill & Pay.</li>
<li><b>Remote Desktop</b><br />A Remote Desktop is a Windows desktop environment that you connect to and it gives you a separate desktop running inside a window on your local computer. Your local computer can be Windows but it does not have to be. The QuickBooks Desktop may be running inside a Remote Desktop session. If the user responsible for synchronizing with Bill & Pay uses Remote Desktop then the Desktop Manager should be installed on the desktop they see when they connect to Remote Desktop.</li>
<li><b>Terminal Server</b><br />A computer connected to a network, possibly the Internet, that users connect to in order to access their Remote Desktops. Some companies may run their own in-house Terminal Server or outsource this to another hosting service. Terminal Server hosting services are similar to QuickBooks Hosting services except there Remote Desktop sessions are not specific to QuickBooks but instead provide a general purpose Windows Remote Desktop environment that any Windows software can be run in. The Terminal Server itself is not important to Bill & Pay however it is described here as customers may mention it and wonder how it fits into the installation of our software.</li>
</ul>
<br />
<div>
<br /></div>
Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-23275925983131247532017-09-13T09:06:00.001-05:002017-09-13T09:08:42.104-05:00Statement Overview<h2>
<span style="background-color: white; color: #222222; font-family: "arial" , sans-serif; font-size: 14.6667px; font-weight: normal;">This blog explains how you can email a statement to your customers that notifies them what their current account balance is. You can also send customers a detailed statement of their account status.</span></h2>
<h2>
<div style="font-size: medium; font-weight: normal;">
</div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>In your Bill & Pay account go to Advanced Options/Statements:</b></span><br />
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi3ZYxrzI4HOn1psTZ1Zc9Mb33YKthxp_qAa_7ad5n9taFd5tKd22iIpTfJZ3A-dO2vXcEugU8yo54jRcDoLt8fv1uQcY9Ee6szQczKtoyqNb6Em-QDQrzadgJMGT7TYyEtXPLFsfECHM3p/s1600/blog+image+png.png" imageanchor="1" style="clear: left; display: inline !important; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="278" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi3ZYxrzI4HOn1psTZ1Zc9Mb33YKthxp_qAa_7ad5n9taFd5tKd22iIpTfJZ3A-dO2vXcEugU8yo54jRcDoLt8fv1uQcY9Ee6szQczKtoyqNb6Em-QDQrzadgJMGT7TYyEtXPLFsfECHM3p/s400/blog+image+png.png" width="400" /></a></span></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">The “Email Statement” box will only appear on the customer screen if the above option is set to send "manually" or "monthly".</span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMNKbN4Xi9mYLx22zIi9nJOcJs3Qe6ppbin1RsQi4p9aLX8xV710egVD9pm48HkJU7655TwSX3uw-Pc1DqUSRc8zKKDnfn5F4IVLL2g3IVvbSFn_rixcV2pm7SXS22_QIsD23EdN55o4Sl/s1600/blog+image+png.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="62" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMNKbN4Xi9mYLx22zIi9nJOcJs3Qe6ppbin1RsQi4p9aLX8xV710egVD9pm48HkJU7655TwSX3uw-Pc1DqUSRc8zKKDnfn5F4IVLL2g3IVvbSFn_rixcV2pm7SXS22_QIsD23EdN55o4Sl/s400/blog+image+png.png" width="400" /></a><span style="font-family: "arial" , "helvetica" , sans-serif;"></span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">When you click “Email Statement”, the customer receives an email based on their account balance using the respective templates: Balance Due, Zero Balance, Credit Balance. If the template is not checked, an email will not be sent for that condition. </span></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div class="separator" style="clear: both; font-size: medium; font-weight: normal; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSYMMb7mxoca3gkiuxt7zaHWJ9OfV6nXzkyYDbYYAz7NGqN2-yyBoT4GqO6PJs_cCWHbJKJvYnyc31bqLEHzDKb6-C7fErlZdxdv62_PLuQpXG0Obub3uaqo1cGl2BSSiiAR3rabCFLPLh/s1600/blog+image+png.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="103" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSYMMb7mxoca3gkiuxt7zaHWJ9OfV6nXzkyYDbYYAz7NGqN2-yyBoT4GqO6PJs_cCWHbJKJvYnyc31bqLEHzDKb6-C7fErlZdxdv62_PLuQpXG0Obub3uaqo1cGl2BSSiiAR3rabCFLPLh/s400/blog+image+png.png" width="400" /></a></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="font-family: "calibri" , sans-serif; font-size: 11pt;"></span></span></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><b>------------------------------------------------------------------------------------</b></div>
</h2>
<h3>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Detailed Statement PDF </span></h3>
<h2>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">To enable this advanced option, please send a request to our Helpdesk by clicking the Support button in your account. There is a one time $50 activation fee and an additional $10/month fee ongoing.</span></div>
<ul style="font-size: medium; font-weight: normal;"></ul>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">When detailed statement PDFs are enabled, a new section is added under Advanced Options/Statements (see red arrow below). The first step is to edit the statement PDF appearance. The PDF is sent as an attachment with the statement emails as </span><span style="font-family: "arial" , "helvetica" , sans-serif;">described above. </span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; font-size: medium; font-weight: normal; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhH-_SxCJ4t2vJ__Aj9x7FBG8Vvl9rkj7N7cpxefU_Ln6uql7LtncQkzd8daY46re66XBKpw1BadkQNViu7ayoIWFcx7k7aZgbLffTQTQiJiamQoxPtbGzpN17jFrZfpY_RIUYcM3RCT7RL/s1600/blog+image+png.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhH-_SxCJ4t2vJ__Aj9x7FBG8Vvl9rkj7N7cpxefU_Ln6uql7LtncQkzd8daY46re66XBKpw1BadkQNViu7ayoIWFcx7k7aZgbLffTQTQiJiamQoxPtbGzpN17jFrZfpY_RIUYcM3RCT7RL/s1600/blog+image+png.png" /></a></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">When the statement PDF option is enabled, the customer screen changes from “Email Statement” to “Statement”. By clicking the statement box on a customer screen you can view and send the statement email and PDF to this specific customer. </span></div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div class="separator" style="clear: both; font-size: medium; font-weight: normal; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiMaThYTk6IMa6HtdvE6gTQRPl_J4ommgjtR-uDN0NfiZTJGccXxPiuYcW23i6DS-ZLdbj_vhtL8sb-KUyTdYaPcrfQo3tZjPrf2NckN7_hf4hIPvhcA4M7PxXJ-11YVQZ4pxkM7BhL0Rk/s1600/blog+image+png.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="36" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiMaThYTk6IMa6HtdvE6gTQRPl_J4ommgjtR-uDN0NfiZTJGccXxPiuYcW23i6DS-ZLdbj_vhtL8sb-KUyTdYaPcrfQo3tZjPrf2NckN7_hf4hIPvhcA4M7PxXJ-11YVQZ4pxkM7BhL0Rk/s400/blog+image+png.png" width="400" /></a></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">When detailed statements are enabled, the invoice appearance template includes this option:</span></div>
<div class="separator" style="clear: both; font-size: medium; font-weight: normal; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZgSsiiIMmNIOqcHDg-EhIckH_WNfsix8UvB_7VpommYO7kGyKtZvSmuY5UCqsmYgrQrXsS7l7xPZDw822G29GlCe83tWz52COpp-j19TZNZQO5J5X97sx-CEdrMb6uuHUkEUvahgHgU2N/s1600/blog+image+png.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="52" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZgSsiiIMmNIOqcHDg-EhIckH_WNfsix8UvB_7VpommYO7kGyKtZvSmuY5UCqsmYgrQrXsS7l7xPZDw822G29GlCe83tWz52COpp-j19TZNZQO5J5X97sx-CEdrMb6uuHUkEUvahgHgU2N/s400/blog+image+png.png" width="400" /></a></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /><br /><br /><span style="font-family: "arial" , sans-serif; font-size: 12pt;"><br /></span></span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , sans-serif; font-size: 12pt;">Below is an example of the “Open Invoice Summary Area”. </span><span style="font-family: "arial" , sans-serif; font-size: 12pt;">This box is embedded in the invoice below the summary lines.</span><span style="font-family: "arial" , sans-serif; font-size: 12pt;"> </span><span style="font-family: "arial" , sans-serif; font-size: 12pt;">It’s simply a list of open invoices:</span></div>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHSkzqSXN_iBFwG2GOhfegQ086Bw9lNVpP0AjFcWY_KiH8WGjwAIAs6AlIgibutSNz06MVgSkSqHQBf3NCXIP9PBaKJQF05q4fUomqbyFtBcspPtO9Z8u1Rwyk7LeaLNup_48-QjTTNMNA/s1600/blog+image+png.png" imageanchor="1" style="clear: left; display: inline !important; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="155" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHSkzqSXN_iBFwG2GOhfegQ086Bw9lNVpP0AjFcWY_KiH8WGjwAIAs6AlIgibutSNz06MVgSkSqHQBf3NCXIP9PBaKJQF05q4fUomqbyFtBcspPtO9Z8u1Rwyk7LeaLNup_48-QjTTNMNA/s400/blog+image+png.png" width="400" /></a></span></div>
<div style="font-size: medium; font-weight: normal;">
<b><br /></b><b><br /></b><b>------------------------------------------------------------------------------------</b></div>
</h2>
<h3>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Statements and Click Pay</span></h3>
<h2>
<div style="font-size: medium; font-weight: normal;">
<span style="font-family: "arial" , "helvetica" , sans-serif; font-weight: normal;">This feature allows the payer to make a payment from a statement email or detailed statement PDF without a log in. A support ticket should be sent requesting that this feature be enabled. There is no cost. </span></div>
<ul style="font-size: medium; font-weight: normal;"></ul>
<div class="separator" style="clear: both; font-size: medium; font-weight: normal; text-align: center;">
</div>
<div style="font-size: medium; font-weight: normal;">
<br /></div>
<div style="font-size: medium; font-weight: normal;">
<i><span style="font-family: "arial" , "helvetica" , sans-serif;">Note: We cannot sync actual statements from QuickBooks because QuickBooks generates statements as a dynamic report that captures a point in time, which is why Bill & Pay creates the statement. </span></i></div>
</h2>
Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-16634734973118187572017-07-10T09:47:00.000-05:002018-10-15T11:37:08.158-05:00Payment Plans<div style="text-align: left;">
<b>Bill & Pay payment plans allow you to setup installment payments against a single invoice. You setup the payment amount and frequency per the screen shots below. If you need the payment amounts to vary, you can use the "Schedule Multiple Payments" button found on the top of the view invoice screen. Click the "?" for more details. </b></div>
<br />
<br />
1. In your Bill & Pay account, select the customer name from the customer list and click “Payment Plan” from the customer detail screen. Another option is to select the invoice from the "unpaid invoice" list in the left navigation panel.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRdY8JnV5sUOoFPOmD-Fh8mted4qviuWMgSTa8XDzvx9KLqBC04hHSBpZYLHrLCM8XkxiBWy3JEYsGWfZABGgHLJQiqvautk4vqkrZBWiyHnfMBQ6x0l_1Sf8xgwaHSfU62rqjX24ADQ/s1600/1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="445" data-original-width="867" height="205" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRdY8JnV5sUOoFPOmD-Fh8mted4qviuWMgSTa8XDzvx9KLqBC04hHSBpZYLHrLCM8XkxiBWy3JEYsGWfZABGgHLJQiqvautk4vqkrZBWiyHnfMBQ6x0l_1Sf8xgwaHSfU62rqjX24ADQ/s400/1.png" width="400" /></a></div>
<div>
<br /></div>
<div>
2. All open invoices for that customer are displayed, select the invoice to create payment plan for.</div>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg78q9ufUX0tIePU8aU0cfGeAadTvlqUoo5WWyDrpBalvA2rtcStFu3kcvqa5FuUyyfQexByJMq81y_qmnwgGh9kHkSpvOnzj5YAbqP_kxMyVqqlVr1L_YFKkA4E3_luynK_7rL-F7BJQ/s1600/2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="395" data-original-width="669" height="235" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg78q9ufUX0tIePU8aU0cfGeAadTvlqUoo5WWyDrpBalvA2rtcStFu3kcvqa5FuUyyfQexByJMq81y_qmnwgGh9kHkSpvOnzj5YAbqP_kxMyVqqlVr1L_YFKkA4E3_luynK_7rL-F7BJQ/s400/2.png" width="400" /></a></div>
<div>
<br /></div>
<div>
3. Fill-in the Payment Plan fields to select your down payment (optional), schedule/frequency, starting date and payment amount. Select if the payments can be made using ACH or Credit Card. </div>
<div>
<br /></div>
<div>
The preview window displays the details of the payment plan. The final payment will auto calculate to pay the remaining balance. </div>
<div>
<br /></div>
<div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyEC4YsKi1LlvMZ_dZz-qHbkk2to259B2IAu0NuhKLkVjryeZENRFWV12V7jnxDr2KCU8HrvQajWQjlWnHdruKv36eD7uSEY6MB1sQhlSF0cd7HwX5O3dRmTy7PPkWTjEI3U271eSlyQ/s1600/3.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="584" data-original-width="1244" height="187" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyEC4YsKi1LlvMZ_dZz-qHbkk2to259B2IAu0NuhKLkVjryeZENRFWV12V7jnxDr2KCU8HrvQajWQjlWnHdruKv36eD7uSEY6MB1sQhlSF0cd7HwX5O3dRmTy7PPkWTjEI3U271eSlyQ/s400/3.png" width="400" /></a></div>
<br />
4. Select if the payment plan should be emailed to the customer to approve and they enter their payment account info OR select “Approve Plan” if the business is going to enter the payment account information. <br />
<br />
5. Payments are automatically run per the payment plan details. If the biller is using QuickBooks or XERO, the payments will auto post into the accounting software and are applied to the invoice.<br />
<br />
6. If the biller approves the payment plan, the customer can see the details in a new tab called Payment Plan as shown below. </div>
<div>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiHeJOYdBrwgJXv9aB5MhJTmHau0XFYMW8OzMfa7nF6S9c7WqEqN-1i-0us3hHMacLXp_DXVAamlyugdlcZQQiDdwDhFsKTwH3MQGkET460GwKyPqG9xuVFuagFxE5GtHOMEkHvt1lUew/s1600/4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="275" data-original-width="465" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiHeJOYdBrwgJXv9aB5MhJTmHau0XFYMW8OzMfa7nF6S9c7WqEqN-1i-0us3hHMacLXp_DXVAamlyugdlcZQQiDdwDhFsKTwH3MQGkET460GwKyPqG9xuVFuagFxE5GtHOMEkHvt1lUew/s1600/4.png" /></a></div>
<b><br /></b>
<b>The following screens apply only if the customer is being emailed the payment plan to approve and enter their payment account info.</b><br />
<b><br /></b>
The customer receives an email notifying them of the payment plan.<br />
<b><br /></b>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgp9HKkoo2ya_rbtsMFxjatzSvhCXQaJvtZ46cnMEkzq002DxMoWEQwXEqLHd9tE0o0K9jIo0B3Qf6HQssiAsqZ5eqyOWs79tTvxQJlN-lFVo_xsETsvKEfRGMoxp_LmAw4lgroMDhP-g/s1600/5.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="660" height="296" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgp9HKkoo2ya_rbtsMFxjatzSvhCXQaJvtZ46cnMEkzq002DxMoWEQwXEqLHd9tE0o0K9jIo0B3Qf6HQssiAsqZ5eqyOWs79tTvxQJlN-lFVo_xsETsvKEfRGMoxp_LmAw4lgroMDhP-g/s400/5.png" width="400" /></a></div>
<br />
After the customer logs in to their Bill & Pay account, they see the payment plan details for the invoice and they click to approve.<br />
<br />
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTk8WNbpvXT3fr83SojQfVrH1UOBEj8d9UUyhULsQk5c9BDer8o5oFZBZngHi9WlwdbRc1F5oAVdq2_3aeYeU-V8YVYqozOYLgQU55XDd06op6bvPBAHeaJdz7hhVVHqWVsnATiKUY9w/s1600/6.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="517" data-original-width="953" height="215" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTk8WNbpvXT3fr83SojQfVrH1UOBEj8d9UUyhULsQk5c9BDer8o5oFZBZngHi9WlwdbRc1F5oAVdq2_3aeYeU-V8YVYqozOYLgQU55XDd06op6bvPBAHeaJdz7hhVVHqWVsnATiKUY9w/s400/6.png" width="400" /></a></div>
<br />
The customer selects the payment option.<br />
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgG4VLA-xpuWsUyGY0wTymlnS5XRziSMX-uvko87IqtuuT-QE7Fxg5RDzs3I4JemOVlSDa4Q1QelxReWiZE0eflTF45PyZw6IvU63yXmcCZ-r2jyxAv_Du2YfeYifktvwvOR1C345RB-Q/s1600/7.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="516" data-original-width="754" height="273" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgG4VLA-xpuWsUyGY0wTymlnS5XRziSMX-uvko87IqtuuT-QE7Fxg5RDzs3I4JemOVlSDa4Q1QelxReWiZE0eflTF45PyZw6IvU63yXmcCZ-r2jyxAv_Du2YfeYifktvwvOR1C345RB-Q/s400/7.png" width="400" /></a></div>
<br />
The customer enters their payment account details. They can enter credit card or bank account if the merchant is setup for both. Bill & Pay provides an ACH application.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuagDDGQxn64J37TbOhcMhQvIQF9_aEVka2zUQjM0ATQmhqZ1vd4UIE7JM7mhQHQSxR1vddlNZq4wuoB-l1QbbHsH86_-HTOpe41tY45R4eDJHcJ8EuaIzXDErb2iqE-tDvYRoTAilqg/s1600/8.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="740" data-original-width="772" height="381" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuagDDGQxn64J37TbOhcMhQvIQF9_aEVka2zUQjM0ATQmhqZ1vd4UIE7JM7mhQHQSxR1vddlNZq4wuoB-l1QbbHsH86_-HTOpe41tY45R4eDJHcJ8EuaIzXDErb2iqE-tDvYRoTAilqg/s400/8.png" width="400" /></a></div>
<br />
Customer authorizes the payment.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuVahbofzQHjfN8ZSdVWwQ5VpwsXeQNUJOsl6tCrZKEbGnpjGKztHX2Sv5l-mhqFPneimiiv4iWjAB6B1-O3KJn-SQJf3gqDcD_WMO1V9tAgHznFLuUM7n_wZ0sa12mC_trgF9sFvf0w/s1600/9.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="497" data-original-width="756" height="262" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuVahbofzQHjfN8ZSdVWwQ5VpwsXeQNUJOsl6tCrZKEbGnpjGKztHX2Sv5l-mhqFPneimiiv4iWjAB6B1-O3KJn-SQJf3gqDcD_WMO1V9tAgHznFLuUM7n_wZ0sa12mC_trgF9sFvf0w/s400/9.png" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div class="separator" style="clear: both; text-align: left;">
<b>You can also allow customers to create payment plans themselves. You must enable it in Advanced Options / Payment Plans under the "Customer Create Payment Plans" heading. Once enabled, the customer can go to their "Invoices & Payments" page to view an invoice, and it will show the "Create Payment Plan" button above the invoice.</b></div>
<div>
<br /></div>
</div>
Customer Servicehttp://www.blogger.com/profile/07549866377668643577noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-18906256169837882672016-12-20T15:22:00.000-06:002018-11-19T12:25:27.932-06:00Creating Invoices in Bill & Pay that Sync into QuickBooks<h2>
</h2>
Create one-time and recurring invoices directly in Bill & Pay and Bill & Pay will add them to your QuickBooks automatically. The screenshot below illustrates how invoices are created within Bill & Pay.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzguYsQtgbdO2zIdvpUn334G9Cur_ClMYjdzG_pgBPuw8fOyTLFCD1i204FUDjXycoWtUckgbsoa6EbAQAAbpBWn4yzILLOcVxdqtYUs9fV4ewHAZAe_RUXBUCqMEP1GYIToe6EuK_18A/s1600/screen.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="207" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzguYsQtgbdO2zIdvpUn334G9Cur_ClMYjdzG_pgBPuw8fOyTLFCD1i204FUDjXycoWtUckgbsoa6EbAQAAbpBWn4yzILLOcVxdqtYUs9fV4ewHAZAe_RUXBUCqMEP1GYIToe6EuK_18A/s400/screen.png" width="400" /></a></div>
<br />
You can enable this in your Bill & Pay account by going to Advanced Options / Additional Features. There is an additional $10/month fee for this feature.<br />
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<br />
<h3>
Features</h3>
<ul>
<li>Invoices created in Bill & Pay have an invoice number of 'New', which will show in Bill & Pay as "Invoice #New". When the invoice is synchronized into QuickBooks, it is assigned an invoice number by QuickBooks.</li>
<li>You must use line item types that are created in QuickBooks. New line item types cannot be added within Bill & Pay. Therefore, you must sync with QuickBooks after enabling this feature and before you start creating invoices in Bill & Pay.</li>
<li>After creating an invoice within Bill & Pay, you have the option to immediately accept payment on that invoice without syncing to QuickBooks first. The invoice is listed as "Invoice #New" until the sync happens. </li>
<li>When you save the invoice in Bill & Pay, you can choose to either send the invoice to the customer or not send it. Click either the "Save Invoice & Send" button or the "Save Invoice Without Sending" button when creating the invoice. Whichever one you choose, the invoice will not display in the Bill & Pay Desktop Manager's "Unsent Invoices" window because the system already knows what you want to do with the invoice. If you choose to send the invoice, it won't be sent until you synchronize and the invoice is added to QuickBooks. This is necessary to get QuickBooks to set multiple fields on the invoice including invoice number, template, etc.</li>
<li>To setup recurring invoices go to the customer’s screen and click the “Create Recurring Invoice” tab. Instructions are provided on the page.</li>
<li>For no additional fee you can enable "Add Customers". The new customer syncs with the prefix ZZZ so you can easily find them within QuickBooks and rename the customer. This allows you to create a new customer, create an invoice, and accept a payment on that invoice all before synchronizing; or, you can create the invoice and send to the customer for payment.</li>
<li>Invoices cannot be edited in Bill & Pay once they have been created. This must be done within QuickBooks.</li>
<li>This feature does not currently support invoice templates from QuickBooks. As a result all invoices created in Bill & Pay will use the default QuickBooks invoice template when synchronized.</li>
</ul>
<div>
<br /></div>
<h3>
Limitations</h3>
<ul>
<li>This feature does not currently work with XERO, but can be added. Contact <a href="mailto:sales@billandpay.com">sales@billandpay.com</a> for a quote.</li>
<li>If using our API to add the invoice, you must sync first to QuickBooks before accepting a payment.</li>
</ul>
<br />
<br />
<br />
<br />Sue Joneshttp://www.blogger.com/profile/07431487258939342883noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-81740119888157117592016-11-10T13:57:00.000-06:002016-11-16T11:32:01.399-06:00Payer Site Embedding with JavaScript Plugin<span style="font-family: "trebuchet ms" , "trebuchet" , sans-serif;"><span style="background-color: white; font-size: 15.4px;">Bill & Pay provides a JavaScript file you can include in your web page that will embed your custom payer site. You will need to have experience working with HTML to get this to work. If you do not have this experience we recommend you hire a web developer to perform this task for you.</span></span><br />
<span style="font-family: "trebuchet ms" , "trebuchet" , sans-serif;"><span style="background-color: white; font-size: 15.4px;"><br /></span></span>
<span style="font-family: "trebuchet ms" , "trebuchet" , sans-serif;"><span style="background-color: white; font-size: 15.4px;">The first step is to add the following JavaScript reference to the <head> section of your webpage:</span></span><br />
<span style="font-family: "trebuchet ms" , "trebuchet" , sans-serif;"><span style="background-color: white; font-size: 15.4px;"><br /></span></span>
<span style="background-color: white;"><span style="font-family: "courier new" , "courier" , monospace; font-size: x-small;"><script src="https://www.billandpay.com/web/billandpayembed.min.js"></script></span></span><br />
<span style="background-color: white;"><span style="font-family: "courier new" , "courier" , monospace; font-size: x-small;"><br /></span></span>
<span style="font-family: "trebuchet ms" , sans-serif;">Then you must choose a place within the body of your web page where you want the embedded site to appear and place this code:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span>
<span style="font-family: "courier new" , "courier" , monospace; font-size: x-small;"><div id="embed"></div></span><span style="font-family: "courier new" , "courier" , monospace; font-size: x-small;"><script>BillAndPayEmbed('XXXX', 'embed', 'login');</script></span><br />
<div>
<br /></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;">The <div> with an id of "embed" will be the container inside which the payer site will be embedded. You can size and style this <div> however best suites your site's design.</span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;">The <script> call to the BillAndPayEmbed function has to be modified for your installation.</span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;">First, replace the 'XXXX' parameter with your account's biller number. When you log in to Bill & Pay the top of the page will say "Logged in to biller XXXX". That is your biller number you will put in this function call.</span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;">Second, you can optionally change the 'login' parameter to be one of the following three values:</span></div>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div>
<ul>
<li><span style="font-family: "trebuchet ms" , sans-serif;">'login' - Shows the login page by default</span></li>
<li><span style="font-family: "trebuchet ms" , sans-serif;">'enroll' - Shows the payer enrollment page, which is the create user account page, by default</span></li>
<li><span style="font-family: "trebuchet ms" , sans-serif;">'lookup' - Shows the invoice lookup page by default</span></li>
</ul>
<div>
<span style="font-family: "trebuchet ms" , sans-serif;">That third parameter defines what page will be displayed by default when a customer goes directly to the page on your site that embeds the payer site. If one your customers clicks a Make Payment link in an email Bill & Pay sends them they will be taken directly to the Make Payment page embedded within your web page instead of seeing the default page.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span>
<span style="font-family: trebuchet ms, sans-serif;">Read our "<a href="http://billandpay.blogspot.com/2015/04/embedding-payer-site.html">Payer Site Embedding with Server Side Programming</a>" article for a more technical description of how payer site embedding works.</span></div>
</div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-89964185991130630352015-06-09T15:15:00.000-05:002015-06-09T15:18:31.979-05:00PHP and JavaScript SDKs Now AvailableBill & Pay is now making available SDKs for PHP and JavaScript. The SDK consists of a helper class that makes calling our API really easy along with an example of how to use it.<br />
<br />
<a href="https://www.billandpay.com/webservices/index.php?intro=15">Download the Bill & Pay SDK</a><br />
<br />
<br />
<h2>
Let Us Write the Code for You</h2>
<div>
<br />
The "Try It" feature in the Bill & Pay API Documentation has been expanded to include the ability show the exact source code you would use to make a request through the SDK.</div>
<div>
<br /></div>
<div>
Here is how you use it:</div>
<div>
<div style="text-align: right;">
</div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: right; margin-left: 1em; text-align: right;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhbc6Wu3aSj6nhTY2HJs3uSV7e9KeA1iS1rmFeNBByq_4lmo6qAORB0pl8vHW60HzUxktD6vp1zCQVUA-8hjPbyrMtbJNdops0GqpSHxLnz9eBya7IEv1-EIWxpY3z-HHP0n4chGaGJYnY/s1600/Image1.png" imageanchor="1" style="clear: right; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><img border="0" height="76" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhbc6Wu3aSj6nhTY2HJs3uSV7e9KeA1iS1rmFeNBByq_4lmo6qAORB0pl8vHW60HzUxktD6vp1zCQVUA-8hjPbyrMtbJNdops0GqpSHxLnz9eBya7IEv1-EIWxpY3z-HHP0n4chGaGJYnY/s200/Image1.png" width="200" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The "Try It" form in the <br />
Bill & Pay Documentation.</td></tr>
</tbody></table>
<ol><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaKc6v-E3Xrw7myfMAGVPn0bIBA7FnVXm1uQLvQ-0kESHEAyK0zkH6fZc2Y5Ijc9QOIA_hyJn5zV7v3lF6ngLi1_q5HtmVvwCYkQTUy_pvB9cKrN6JYq66-EKebkL8vzChqpGNuDpiSc8/s1600/Image3.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em; text-align: center;"><br /></a><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhU0Ewq47d5IKnpjA3Yq3Ih1s7d9wPsIMHvFRL-_YVZbgvV50fIw0JHf9IEkMsRKG_4Zjm5uUFzEVw4ta1eVVeFl5we5X49zSExmyroJdQoNWlNCzhtxqo_9UKq8CzZCGqHM2TBZxx5nIk/s1600/Image1.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em; text-align: center;"><br /></a>
<li>Go to the <a href="https://www.billandpay.com/webservices/">Bill & Pay API Documentation</a>.<br /> </li>
<div style="text-align: right;">
</div>
<li>Go to the class and method you are interested in using.<br /> </li>
<li>Expand the "Try It" section and fill out the form to specify the parameters you want to pass to the API method.<br /> </li>
<li>Click "Generate XML Request". This will create the XML request that needs to be sent to the Bill & Pay API.<br /> </li>
<li>Try out your method call by clicking the "Execute Request" button. The results will be shown below the generated XML.<br /> <div class="separator" style="clear: both; text-align: center;">
</div>
</li>
<li>Once you have the XML request that works the way you want it to you can translate the XML request into the source code for your chosen SDK programming language. Just click the "Select an SDK language." drop-down list. Select your programming language that Bill & Pay provides an SDK for.<br /> <div class="separator" style="clear: both; text-align: center;">
</div>
</li>
<li>The source code for the chosen programming language will appear below the XML request. You can copy the source code and paste it into your programming environment to use it immediately.</li>
</ol>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-UuFmEshXA7v_V3IlP-nJf2ZFWpFEjPj8S3iLVk-tFux3YLSp-vZxgfmjF2ijG5MTiDqO4TwBnWwhORRkVvmsgKlNV1pYqlpFi9j4HVye6rof7rL-hjF5y4YNzrIGv0zKMQhI2-GfluQ/s1600/Image3.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="125" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-UuFmEshXA7v_V3IlP-nJf2ZFWpFEjPj8S3iLVk-tFux3YLSp-vZxgfmjF2ijG5MTiDqO4TwBnWwhORRkVvmsgKlNV1pYqlpFi9j4HVye6rof7rL-hjF5y4YNzrIGv0zKMQhI2-GfluQ/s200/Image3.png" width="200" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The Try It feature generates <br />
the request XML.</td></tr>
</tbody></table>
<div>
<br /></div>
</div>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3Z77WuoueQIIcgqLM8VQnKbBHFYiOR3UMBu1Cx5wfqEJz7Q-UrYL4fswF8GTrjVPGE72wuB0zUSOArxwuj9UvEVQFGpyPhxQxsush-SXbQ8lKAhkKsYvmzoiYa6fbJMAoUhqbkg6vJEY/s1600/Image4.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="172" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3Z77WuoueQIIcgqLM8VQnKbBHFYiOR3UMBu1Cx5wfqEJz7Q-UrYL4fswF8GTrjVPGE72wuB0zUSOArxwuj9UvEVQFGpyPhxQxsush-SXbQ8lKAhkKsYvmzoiYa6fbJMAoUhqbkg6vJEY/s400/Image4.png" width="400" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">A simple generated sample source code for <br />
making an API method call using the <br />
PHP version of the SDK.</td></tr>
</tbody></table>
<div>
<br />
Here is an example of the PHP SDK source code generated for a complex API method call:<br />
<br />
<br />
<pre style="background-color: white; font-size: 10.6666669845581px; margin-left: 20px;">$BPBiller = new BPBillerAPI();
$BPBiller.billerid = "99999";
$BPBiller.password = "xxxxxxxxx";
$customerinfo = $BPBiller->sendRequest(array('customerinfo' => array('limit' => array('rows' => '50', 'page' => '1'), 'field' => array('internalid', 'id', 'active', 'login', 'companyname', 'firstname', 'middlename', 'lastname', 'phone', 'billingaddress'), 'where' => array('active' => '1', 'enrolled' => '1'))));
if ($customerinfo !== false) {
//Process response here using $customerinfo variable.
} else {
//Handle errors here.
}</pre>
<div>
<br /></div>
<br />
And the same API method call using source code generated for the JavaScript SDK:<br />
<br />
<pre style="background-color: white; font-size: 10.6666669845581px; margin-left: 20px;">var BPBiller = BPBillerAPI();
BPBiller.billerid = "99999";
BPBiller.password = "<span style="font-size: 10.6666669845581px;">xxxxxxxxx</span><span style="font-size: 10.6666669845581px;">";</span>
BPBiller.sendRequest(customerinfo_response, {"customerinfo":{"limit":{"rows":"50","page":"1"},"field":["internalid","id","active","login","companyname","firstname","middlename","lastname","phone","billingaddress"],"where":{"active":"1","enrolled":"1"}}});
function customerinfo_response(customerinfo) {
if (BPBiller.errorNumber == 0) {
//Process response here using customerinfo variable.
} else {
//Handle errors here.
}
}</pre>
<br />
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-82136380267768294482015-05-27T13:41:00.000-05:002015-05-27T13:41:07.239-05:00Google Group for DevelopersToday we are launching a Google Group for developers that are interested in integrating with Bill & Pay. This public forum will allow developers to talk with each other and the developers of Bill & Pay to get help, ask questions, and make suggestions.<br />
<br />
<h3>
<a href="https://groups.google.com/d/forum/bill-and-pay-developers" target="_blank">Join Our Google Group</a></h3>
<div>
<br /></div>
<div>
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-40010233514508053802015-04-15T08:00:00.000-05:002016-11-16T11:30:53.890-06:00Payer Site Embedding with Server Side ProgrammingThe payer site your customers use to make payments and view their account history is usually a separate web site hosted from www.billandpay.com.<br />
<br />
If your business has a web site and you would like the payer site to appear to be a part of your web site you can use the "Embed Payer Site" feature.<br />
<br />
<h3>
How it Works</h3>
<div>
<br /></div>
<div>
This part is a little bit technical. You will have to create a scripted page on your web site that can dynamically create a web page that embeds the payer site in it. If you are not familiar with server scripting for web sites we recommend you forward this page to a web developer that can do this work for you.</div>
<div>
<br /></div>
<h3>
The Technical Details</h3>
<div>
<br /></div>
<div>
You will need to create a scripted page on your web site that accepts a parameter called "url" and then generates a web page that includes an <iframe> element with the "src" property set to the value passed in the "url" parameter.</div>
<div>
<br /></div>
<div>
Here is a minimal example in PHP:<br />
<br />
<pre><?php
echo "<html>
<head>
<title>Payer Site Embedding Example</title>
</head>
<body>
<iframe src='{$_GET['url']}' style='width: 800px; height: 600px; border: none;'></iframe>
</body>
</html>";
?></pre>
<br />
You would add HTML to this minimal example to surround the <iframe> tag with the appearance from your web site that you want. Once you have created the necessary script on your web site you need to <a href="https://www.billandpay.com/support.php" target="_blank">let customer service know </a>that you want to enable payer site embedding and let us know the URL of the embedding script on your server.<br />
<br />
<h3>
Why a URL Parameter?</h3>
<div>
<br /></div>
<div>
Bill & Pay sends unique URLs in each of the emails sent to your customers. These URLs are customized for each customer and for the invoice the email pertains to so that when they click on the URL in the email they are taken to the correct payment page. That is why you must accept the 'url' parameter and make it the 'src' of the <iframe> tag.</div>
<div>
<br /></div>
<h3>
Site Encryption</h3>
</div>
<div>
<br /></div>
<div>
Even when the payer site is embedded inside your web site, all payment and account information will be secured using encryption between the payer's computer and Bill & Pay's web server. It is the same level of security as is used when the payer site is not embedded.</div>
<div>
<br /></div>
<div>
However, the appearance of the security indicators in the payer's browser will be different. First, let's look at what the generic login page on the payer site looks like when the it is not embedded:</div>
<div>
<br /></div>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiL4KdlNOM1y5HlRQ1DW88oTAi_cMGnOzYvtjEJwaHPQ7vUuyyKh3LDQFVj8EorB-teIr7qAv_G0ug9j3r0sahoakBFB2qwKCx0QfUr1Xj93UovDjBmb1iKYrcl6tHqxrjxULZb2Zv2T50/s1600/Image1.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="290" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiL4KdlNOM1y5HlRQ1DW88oTAi_cMGnOzYvtjEJwaHPQ7vUuyyKh3LDQFVj8EorB-teIr7qAv_G0ug9j3r0sahoakBFB2qwKCx0QfUr1Xj93UovDjBmb1iKYrcl6tHqxrjxULZb2Zv2T50/s1600/Image1.png" width="400" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Generic login page on the payer site when not embedded.</td></tr>
</tbody></table>
<br />
You will notice the green area in the address bar that has a lock icon and says "SkyHill Software Incorporated (US)". SkyHill Software, Inc. is the company that created and operates the Bill & Pay service. This green area informs visitors to the site that the site is secure and tells them who they are communicating with. They can click the green area and verify the identity of the web site they are communicating with:<br />
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhRP-Rj5XLQHnQh2ae5M5-1waAs-1KdBMA4n0-NMBrIqL5PtCgDI1We7TO50Hil1KzSpGsCKL1zmvTYmzZbs3ymuMCYLEXvf_7OFJErQ5TdibzRpunVKedIJZORtRvKz2Quo5hM2E_vug/s1600/Image3.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="92" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhRP-Rj5XLQHnQh2ae5M5-1waAs-1KdBMA4n0-NMBrIqL5PtCgDI1We7TO50Hil1KzSpGsCKL1zmvTYmzZbs3ymuMCYLEXvf_7OFJErQ5TdibzRpunVKedIJZORtRvKz2Quo5hM2E_vug/s1600/Image3.png" width="320" /></a></div>
<div>
<br />
<div>
<br /></div>
</div>
<div>
When you embed your web site, these security indicators enabled by the Bill & Pay server will no longer be displayed in the payer's web browser. Here is an example of a web site that embeds the payer site and has no encryption enabled:</div>
<div>
<br /></div>
<div>
<br />
To the payer it appears there is no encryption used for logging in to Bill & Pay because the web page that is embedding the payer site does not employ encryption. In fact, the Bill & Pay session on this page is completely secure and encrypted.<br />
<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUC2q3VAGrTyP_p3DqOXH7a4WYGWYdja83FU_jZpa4bq33px_bC913w8en3EK1bCrlZ-2Om9C1O7dC5UP33kswdzTGBjgDc46IQi4VLEasCnX5eXNme4U5LDEUlGXkQL_1ZqHm43uZW14/s1600/Image2.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="295" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUC2q3VAGrTyP_p3DqOXH7a4WYGWYdja83FU_jZpa4bq33px_bC913w8en3EK1bCrlZ-2Om9C1O7dC5UP33kswdzTGBjgDc46IQi4VLEasCnX5eXNme4U5LDEUlGXkQL_1ZqHm43uZW14/s1600/Image2.png" width="400" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-size: 12.8000001907349px;">Embedded payer site on web site with no encryption.</span></td></tr>
</tbody></table>
<br /></div>
<div>
Because of this situation, it is recommended that you have a security certificate installed on your web site's server so that the page that embeds the payer site is also secure. This will not add any additional security to the payer site but it will visually reassure your customers that their payments are secure.</div>
<div>
<br /></div>
<div>
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-40798997764639399192015-04-13T11:18:00.003-05:002022-03-01T08:10:33.950-06:00Payment Convenience Fees Convenience fees make it easy for your business to charge an additional fee for certain types of payment transactions.<br />
<br /><h3>Convenience Fee Calculation</h3>
<div>
<br /></div>
<div>Convenience fees are calculated for each transaction based on the following four settings:</div>
<br />
<ul>
<li>Base fee. This is a fixed fee amount that will be applied.</li>
<li>Percentage. A fee calculated as a percentage of the total payment amount and added to the base fee.</li>
<li>Minimum fee amount. An amount that is the minimum that will be charged after adding the base fee and percentage.</li>
<li>Maximum fee amount. An amount that limits the maximum amount of fee that will be charged.</li>
</ul>
<div>
You can mix these four settings in any way you want and set any of them to zero to not use that setting. Here are some example scenarios:</div>
<div>
<ul>
<li>Charge a $1.00 base fee along with a 2% fee with no minimum or maximum. On a $100.00 payment the customer will be charged an additional $3.00 fee.</li>
<li>Charge a 1% convenience fee with a minimum fee of $1.00. On a $50.00 payment the customer will be charged an additional $1.00 fee because the minimum fee will be enforced. On a $200.00 payment the customer will be charged an additional $2.00.</li>
</ul>
<div>
<br /></div>
<h3>
Types of Payments</h3>
<div>
<div>
</div>
<ul></ul>
</div>
</div>
<br />
You can specify separate convenience fee settings for each of the following types of transactions:<br />
<div style="margin: 0px; orphans: auto; text-align: start; text-indent: 0px; widows: 1;">
</div>
<ul>
<li>ACH one-time payments.</li>
<li>Credit Card one-time payments.</li>
<li>ACH auto pay payments.</li>
<li>Credit Card auto pay payments.</li>
</ul>
<div>
You can set different convenience fee rates for each of these payment methods or choose to charge a fee for some of them and not for others.<br />
<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyMLZ9EZzKzJe_rdCqgmSAVaF4zlIdAxcqYU3VC3bFP5oQEGc8bneKJ2pU17N0b2wROODKtbNlGkKsY9D5yUjBr24jOThfkKIGn6uOVtN_FJ_nB_qR1ptFu04StxAW3HvJZXBP7bOoVw/s1600/2018-07-12_15-07-19.jpg" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="316" data-original-width="520" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyMLZ9EZzKzJe_rdCqgmSAVaF4zlIdAxcqYU3VC3bFP5oQEGc8bneKJ2pU17N0b2wROODKtbNlGkKsY9D5yUjBr24jOThfkKIGn6uOVtN_FJ_nB_qR1ptFu04StxAW3HvJZXBP7bOoVw/s1600/2018-07-12_15-07-19.jpg" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td class="tr-caption" style="font-size: 12.8px;">A credit card convenience fee will be displayed once "Credit Card" is chosen as the payment method.</td></tr>
</tbody></table>
<div class="separator" style="clear: both; font-size: medium;">
</div>
</td></tr>
</tbody></table>
<br />
For the ACH and Credit Card one-time payment convenience fee types, the fee will not be displayed until the payer chooses a payment method. You can also specify an up front convenience fee setting for one-time payments that will apply to both ACH and Credit Card payments and will be displayed on the invoice payment amounts page where the payer chooses which invoices to pay and how much to pay on them.<br />
<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCpcChmlG8ALhHue-9fivYVnkapDQKJfH5dJzw6jJ8rBHGYYpczM_SpXLfvluHLTZzTY0KU0zNO-f1pwro91IS-nEY1nt-Rb30akHtNWFRBEnfxIYG-GeDE9pyXHb8VUV02sfRfHeKHA/s1600/2018-07-12_15-10-11.jpg" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="155" data-original-width="520" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCpcChmlG8ALhHue-9fivYVnkapDQKJfH5dJzw6jJ8rBHGYYpczM_SpXLfvluHLTZzTY0KU0zNO-f1pwro91IS-nEY1nt-Rb30akHtNWFRBEnfxIYG-GeDE9pyXHb8VUV02sfRfHeKHA/s1600/2018-07-12_15-10-11.jpg" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td class="tr-caption" style="font-size: 12.8px;">An up front convenience fee on the invoice payment amounts page.</td></tr>
</tbody></table>
<div class="separator" style="clear: both; font-size: medium;">
</div>
<div class="separator" style="clear: both; font-size: medium;">
</div>
<div class="separator" style="clear: both; font-size: medium;">
</div>
</td></tr>
</tbody></table>
<br />
<h3>
Other Convenience Fee Options</h3>
</div>
<div>
<br /></div>
<div>
When convenience fees are enabled you also need to decide how you want to describe the fee to your customers. For example, it could be called a "Convenience Fee", "Service Fee", "Administration Fee", or whatever name best fits your business model.</div>
<div>
<br /></div>
<div>Convenience fees are recorded as a Sales Receipt. The Sales Receipt has a line item for the convenience fee. You must create a line item that will be used to record payments received for convenience fees.</div><div>
<br />
The biller has the option to uncheck the convenience fee on the "Accept Payment" screen in the Biller Control Panel when entering a customer's payment.</div>
<div>
<br /></div>
<h3>
Enabling Convenience Fees</h3>
<div>
<br /></div>
<div>
Enabling this option costs a one-time $50 activation fee and an additional $0.10 for each transaction that has the convenience fee applied.</div>
<div>
<br /></div>
<div>
<a href="https://www.billandpay.com/support.php" target="_blank">Contact customer service</a> to enable convenience fees or ask any questions you have about this feature.<br />
<br />
NOTE: At this time, convenience fees do not apply to payment plans, subscription payments, or when using "Schedule Multiple Payments" for an invoice in Bill & Pay. Additionally, the rules for adding convenience fees to credit card transactions vary by state and is illegal in some states. Please check your individual state laws before you begin to use the Bill & Pay convenience fee feature.</div>
<div>
<br /></div>
<div>
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-66416467238114141592015-04-06T09:00:00.000-05:002015-04-06T09:00:02.610-05:00Click Pay and Payer LoginsThere are two different ways that your customers, we refer to them as payers, can make payments:<br />
<br />
<ul>
<li>Click Pay</li>
<li>Payer Login</li>
</ul>
<div>
<br /></div>
<h3>
Click Pay</h3>
<div>
<br /></div>
<div>
Click Pay puts a payment link in your email messages sent to your customers. They click the link in your email and are immediately taken to the Make Payment page without having to create and account or remember a login user name and password.</div>
<div>
<br /></div>
<div>
The benefits of Click Pay are obvious. You get paid quickly by your customers because they don't have to create an account and they don't have to remember an account login.</div>
<div>
<br /></div>
<h3>
Payer Login</h3>
<div>
<br /></div>
<div>
During Click Pay your customers are informed that they can create an account or login if they already have an account. The benefits of your customers logging in are:</div>
<div>
<ul>
<li>Bill & Pay can remember their last payment account for them.</li>
<li>Pay more than one invoice with a single payment choosing how to split the payment.</li>
<li>See past invoices and payment history.</li>
<li>View invoice PDFs with full line item detail.</li>
<li>See and approve payment plans.</li>
<li>Approve automatic payments.</li>
<li>Choose up to three email addresses where Bill & Pay will send messages to.</li>
</ul>
<div>
<br /></div>
<div>
<h3>
Add Features to Click Pay</h3>
</div>
</div>
<div>
<br /></div>
<div>
Some of the features that are not available to customers in Click Pay by default can be added. You can send a request to customer service to add any or all of the following features to Click Pay for your customers so they do not require a login to use them:</div>
<div>
<ul>
<li>Allow Click Pay users to pay more than one invoice. They will be able to choose to pay any or all invoices with an open balance in a single transaction.</li>
<li>Allow Click Pay users to use "Invoices & Payments" page. This gives the customer access to past invoices and payment history. They will be able to view all invoice PDFs with full line item detail.</li>
<li>Allow Click Pay users to use "Auto Pay" page. The customer will be able to approve and modify auto pay approval for their account.</li>
<li>Allow Click Pay users to use "Payment Plans" page. The customer will be able to see and approve payment plans you have created.</li>
</ul>
<div>
By default all of these features require your customers to create a user name and password and login to protect their privacy. However, your business may decide that these features are not a privacy concern for your customers and that enabling them is a benefit.</div>
</div>
<div>
<br /></div>
<h3>
Prevent Payer Logins</h3>
<div>
<br /></div>
<div>
If you want to prevent your customers from creating a login you can request that account creation not be offered to your customers when using Click Pay. Some possible reasons you may choose this are:</div>
<div>
<ul>
<li>You do not want Bill & Pay to ever remember the customer's payment account information.</li>
<li>You only want the customer to pay their invoices. You do not want them to look at past invoices or payments.</li>
</ul>
<div>
<br /></div>
</div>
<h3>
Disabling Click Pay</h3>
<div>
<br /></div>
<div>
Bill & Pay's default configuration is a good balance between maintaining customer privacy protections and making payments as easy as possible to make. However, if your business or customers demand a higher level of privacy you can also request that Click Pay be disabled for your account. Customers will have to create a payer login and use that login everytime they make a payment.</div>
<div>
<br /></div>
<div>
If you choose to have Click Pay disabled, you can use the Invite Customers feature in Bill & Pay to invite your customers to create accounts. The new invoice notification email will also instruct them to create an account if they have not done so yet.</div>
<div>
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-91463076594409168632015-04-03T09:00:00.000-05:002015-04-03T09:00:06.360-05:00Developers: Making Your Life EasierIntegrating with another system can often be an "ugh!" moment in any developers life. Learning the way a new system works. Figuring out how to call a new API. Dealing with all sorts of weird edge cases. Scratching your head when what was working all of a sudden stops working.<br />
<br />
<h3>
Our API is Made to Make Developers' Lives Easier</h3>
<div>
<br /></div>
<div>
We have worked with great APIs from other companies and really bad APIs from other companies, so we understand the pain when an API is anything other than great. Because of that we work hard to make sure our API is really great.</div>
<div>
<br /></div>
<h3>
Easy to Understand Documentation</h3>
<div>
<br /></div>
<div>
Our API documentation is straightforward, easy to read, and easy to understand. <a href="https://www.billandpay.com/webservices/" target="_blank">You can find the documentation here.</a> We recommend you start by reading the <a href="https://www.billandpay.com/webservices/index.php?intro=2" target="_blank">"Sending Requests"</a> article and looking at the <a href="https://www.billandpay.com/webservices/index.php?class=biller" target="_blank">"biller" class</a>.</div>
<div>
<br /></div>
<h3>
Helpful Tools</h3>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0WlFioZeWx5_r4KyGa_9RrabQpFtn3pCkke8QdymvMC0clT-yJXOUv7beMK3Zv-f_GVYqTplwMoFne4gyvDV8kC-mQsNkeyDurWqWsGAf1SNPvokf5UPyEQrbYcTnV_hQvIX2YiHKwms/s1600/screenshot.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0WlFioZeWx5_r4KyGa_9RrabQpFtn3pCkke8QdymvMC0clT-yJXOUv7beMK3Zv-f_GVYqTplwMoFne4gyvDV8kC-mQsNkeyDurWqWsGAf1SNPvokf5UPyEQrbYcTnV_hQvIX2YiHKwms/s1600/screenshot.png" height="165" width="320" /></a></div>
<div>
Our documentation has a "Try It" feature on every method's page. Try It gives you a web form you can fill out to specify the parameters for an API method. Clicking the "Generate XML Request" will open a new browser window with the exact XML request you specified ready to try. You don't need to guess how to format the request. Let us generate a request template for you that you can copy and paste into your own code.</div>
<div>
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGMgyhL0bpaol5GqiNqx5JlLDcsnczHh4UAGTTp54-DI4GY-avnWQ7xqs6qEveIuAYTe5pb2DrCVtYzhkAKqHzGdBKGs4ORJwxvPNs1717dJYqf3uwG1GbylUomlw5hjMrZBFlgDptoe4/s1600/screenshot.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGMgyhL0bpaol5GqiNqx5JlLDcsnczHh4UAGTTp54-DI4GY-avnWQ7xqs6qEveIuAYTe5pb2DrCVtYzhkAKqHzGdBKGs4ORJwxvPNs1717dJYqf3uwG1GbylUomlw5hjMrZBFlgDptoe4/s1600/screenshot.png" height="142" width="320" /></a></div>
<div>
Finally, you can click the "Execute Request" button to call the method live on our server. If a problem occurs processing your call our API returns sensible, informative error messages that make it easy to track down and resolve issues. You can manually edit the XML request on the Try It page and execute the call again to see what request works best for your use case.</div>
<div>
<br /></div>
<h3>
XML Requests</h3>
<div>
<br /></div>
<div>
All requests to our API are made using an easy to learn XML structure that you POST to our secure web server.</div>
<div>
<br /></div>
<h3>
Response Formats</h3>
<div>
<br /></div>
<div>
The API will return responses in XML format by default. You can also specify the following response formats if they are more convenient for your development purposes:</div>
<div>
<ul>
<li>JSON - Receive responses in the JSON format for use in many development languages including JavaScript.</li>
<li>PHP - Receive responses in a format that you can pass to the PHP function unserialize() to retrieve a PHP array with the API response.</li>
</ul>
<div>
<br /></div>
</div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-91097435291517315582015-04-02T09:00:00.000-05:002015-04-02T09:00:05.507-05:00Developers: Why Integrate with Bill & PayBill & Pay provides an open web-based API that offers several different ways you can integrate. We make great API documentation and tools a priority. So, to start off you can check out our <a href="https://www.billandpay.com/webservices/" target="_blank">developer documentation</a>.<br />
<br />
<h3>
Instant Accounts Receivables</h3>
<div>
<br /></div>
<div>
Developers creating a product that would benefit from a built-in Accounts Receivable system can integrate directly with Bill & Pay to manage customers, create and send invoices, and receive payments.</div>
<div>
<br /></div>
<div>
Integration can be as simple as provisioning new Bill & Pay accounts for your customers and embedding that account into your product.</div>
<div>
<br /></div>
<div>
You can also use the web-based API to perform automatic data synchronization between your product to:</div>
<div>
<ul>
<li>Keep the customer list in Bill & Pay up-to-date with the customer list in your product.</li>
<li>Create new invoices and send them to customers for payment.</li>
<li>Record payments customers make through methods other than Bill & Pay.</li>
</ul>
</div>
<div>
<br /></div>
<div>
Why build your own customer and invoice management system when you can integrate Bill & Pay and make commissions off payments made through your integration?</div>
<div>
<br /></div>
<div>
To try our API with a free trial account, <a href="http://www.billandpay.com/trial.php" target="_blank">sign up for Bill & Pay Easy Invoice today</a>. We can extend your trial period beyond 30 days free of charge for development and testing purposes.</div>
<div>
<br /></div>
<div>
See the <a href="https://www.billandpay.com/webservices/index.php?class=biller" target="_blank">"biller" class in the API documentation</a> for more information.</div>
<div>
<br /></div>
<h3>
Custom Accounting System Synchronization</h3>
<div>
<br /></div>
<div>
Our API can also be used to integrate your vertical-market accounting system with Bill & Pay so that you can quickly start offering your customers an invoice delivery and payment acceptance solution. Our API provides everything needed to synchronize your customers, payments, and invoices to Bill & Pay and post payments made online back to your system.</div>
<div>
<br /></div>
<h3>
Web Notifications</h3>
<div>
<br /></div>
<div>
We also provide web notifications from our server to yours to inform your application when events such as a new payment being occur. You can use these notifications to automatically synchronize between your product and Bill & Pay in the most effecient, event-driven method possible.</div>
<div>
<br /></div>
<div>
See <a href="https://www.billandpay.com/webservices/index.php?intro=8" target="_blank">"Notification Callbacks" in the developer documentation</a> for more information.</div>
<div>
<br /></div>
<h3>
Single Integration Model</h3>
<div>
<br /></div>
<div>
You can integrate between your system and Bill & Pay using individual credentials for a specific business setup with Bill & Pay. This makes custom solutions for individual businesses easy to implement.</div>
<div>
<br /></div>
<h3>
App Integration Model</h3>
<div>
<br /></div>
<div>
If your integration will be targeted at a larger market then you can implement the app authentication model. You use a single set of credentials unique to your app to make API calls to any business that has authorized your app to access their data.</div>
<div>
<br /></div>
<h3>
Reseller API Structure</h3>
<div>
<br /></div>
<div>
Become a reseller and you can make commissions from the Bill & Pay usage of your customers. There is even a reseller API that makes provisioning of new Bill & Pay businesses automatic. Your reseller account can be configured to automatically authorize API access for your app to all business accounts created through your reseller account.</div>
<div>
<br /></div>
<div>
See the <a href="https://www.billandpay.com/webservices/index.php?class=reseller" target="_blank">"reseller" class in the API documentation</a> for implementation information.</div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-36823492266982434792015-04-01T09:00:00.000-05:002015-04-01T10:07:10.453-05:00What is ACH?ACH stands for Automated Clearing House. Your business can use ACH to accept payments from your customers' checking our savings bank account at rates much lower than accepting credit card payments.<br />
<br />
<h3>
How ACH Works</h3>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div>
When a customer uses Bill & Pay to make a payment to your business using ACH, the customer will enter the name on their account, their bank routing number, and the account number. All of this information can be found on a blank check as illustrated in the image below.</div>
<div>
<br /></div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDnAXmbEIVXV2UZVOx99mYADua0YjWgqSr1g-cIbq7k91QfRZmr4urfKZzOheLXnn_PrBct26n0s_xPZfE8JBwfheEmTpWiOfz8JUnmjw_-qNqzN5FmahjRP7-RF9BGU9e5KhyvzAPFDo/s1600/screenshot.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDnAXmbEIVXV2UZVOx99mYADua0YjWgqSr1g-cIbq7k91QfRZmr4urfKZzOheLXnn_PrBct26n0s_xPZfE8JBwfheEmTpWiOfz8JUnmjw_-qNqzN5FmahjRP7-RF9BGU9e5KhyvzAPFDo/s1600/screenshot.png" /></a></div>
<div>
<br /></div>
<div>
At the end of the business day a request for funds is sent to the bank of each of your customers that made a payment to you that day using ACH. Those funds are then received and deposited to your bank account.</div>
<div>
<br /></div>
<div>
<br /></div>
<h3>
Why ACH is Better than a Check</h3>
<div>
<br /></div>
<div>
ACH is a better way to receive payment from your customers because:</div>
<div>
<ul>
<li>You don't have to endorse each payment check.</li>
<li>You don't have to manually record each payment check. The payment will be automatically recorded for you and properly credited to the invoices the customer wanted to pay.</li>
<li>You don't have to make a trip to the bank.</li>
<li>You get paid faster because your customer doesn't have to mail the check to you. This also saves your customers time and money on postage.</li>
</ul>
<div>
<br />
<h3>
ACH Saves You Money Compared to Credit Cards</h3>
</div>
</div>
<div>
<br /></div>
<div>
When you receive a payment through Bill & Pay by ACH you pay a single flat transaction fee and no "discount rate" on the first $5,000.00 of each payment transaction. Credit Cards cost a transaction fee plus a "discount rate" on the entire amount. A discount rate is a percentage you pay to the credit card companies to accept credit cards.</div>
<div>
<br /></div>
<h3>
Bill & Pay Also Works with Credit Cards</h3>
<div>
<br /></div>
<div>
We realize that the most important thing for your business is to get paid by any method your customer will use to pay you. That is why Bill & Pay also works with all the major credit card brands through many industry standard merchant gateways.</div>
<div>
<br /></div>
<div>
Bill & Pay allows you to accept both ACH and Credit Card payments through a single product. Payments made using ACH will start saving your business money right away. The convenience and time savings Bill & Pay brings your business will save you money on every payment made, even by credit card.</div>
<div>
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-18477227636851739232015-03-31T13:27:00.000-05:002018-08-21T14:46:40.252-05:00Emails Sent Tracking<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , sans-serif; font-size: 15.3999996185303px; line-height: 21.5599994659424px;">Bill & Pay includes tools to track the delivery of all the emails sent for your business including new invoice notifications, payment due and over due reminders, and payment confirmations.</span><br />
<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , sans-serif; font-size: 15.3999996185303px; line-height: 21.5599994659424px;"><br /></span>
<br />
<h3>
<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , sans-serif; font-size: 15.3999996185303px; line-height: 21.5599994659424px;">Email Log</span></h3>
<div>
<br /></div>
<div>
Bill & Pay retains a one month log of all email messages sent to your customers on your behalf. What we log:</div>
<div>
<ul>
<li>What customer an email was sent to</li>
<li>The customer's email address the email was sent to</li>
<li>The date and time and it was sent</li>
<li>The subject and content of the email message</li>
<li>The invoice file attachment included with the message</li>
</ul>
<div>
Your business may have a need to retain sent email logs for a period of time longer than one month. <a href="https://www.billandpay.com/support.php" target="_blank">Please contact customer service to inquire about increasing the duration of email log retention.</a></div>
</div>
<div>
<br /></div>
<h3>
View by Customer</h3>
<div>
<br /></div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhKCMEEGye09pjVixEB39-GMfBxky6fF42JKZT00xvqsmYgSiNOimAG4_VYheOxzZUyBxwaER3RRjvY_BG2Vw4T2v3Nvjhx62ypZn7d1FjERRhbSIE_1cyxQTVRWqTsyh8dOGSvbYcmzFE/s1600/screenshot.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhKCMEEGye09pjVixEB39-GMfBxky6fF42JKZT00xvqsmYgSiNOimAG4_VYheOxzZUyBxwaER3RRjvY_BG2Vw4T2v3Nvjhx62ypZn7d1FjERRhbSIE_1cyxQTVRWqTsyh8dOGSvbYcmzFE/s1600/screenshot.png" /></a>To view all of the emails sent to a specific customer go to that customer's page in Bill & Pay and click the "Emails Sent" button.</div>
<div>
<br /></div>
<div>
The Customer Emails Sent page will list all of the emails in your sent email log with the status of the email, the date and time the email was sent, the email address the email was sent to, and the subject of the email.</div>
<div>
<br /></div>
<div>
Click on any of the emails in the Customer Emails Sent list to view the email details. The details page will show you the email message the way it looked to your customer when they received it. If there was an attachment with the email, such as an invoice PDF, then you will also be able to view the file that was attached to the email.</div>
<div>
<br /></div>
<h3>
Reporting</h3>
<div>
<br /></div>
<div>
You can generate a report of all the emails you have sent in a date range that you specify. Go to Reports and click the "Emails Sent to Customers" report. You can choose the start and end dates for the report along with which email status types you want to include in the report. Possible statuses are sent, opened, and error.</div>
<div>
<br /></div>
<div>
The report that is generated will list all of the emails sent in the selected date range with the email status, date and time sent, the email address it was sent to, the customer the email was sent to, and the email's subject.<br />
<br />
A great use for the emails sent report is to generate a report of all the emails you sent in the last month that have a status of "Error". This will give you a list of customers that have email addresses that you are unable to delivery messages to. You can use the report is a list of customers to contact to get an updated email from. Keeping your customer email list up-to-date and accurate will help improve your cash flow.</div>
<div>
<br /></div>
<h3>
Email Status</h3>
<div>
<br /></div>
<div>
There are three possible email statuses:</div>
<div>
<ol>
<li>Sent - Bill & Pay has sent the email for delivery. If the email can not be delivered it will move from the Sent status to the Error status.</li>
<li>Opened - The customer opened the email. You can use this status to verify that your customer received the email and looked at it. Click on a sent email to view it in detail to see the date and time the customer first opened the email.</li>
<li>Error - The email could not be delivered. Click on an email with an error to view a detailed explanation of why it could not be delivered. The most common reason for this is trying to send an email to an address that is not valid.</li>
</ol>
<div>
<br /></div>
</div>
<h3>
How the Opened Status Works</h3>
<div>
<br /></div>
<div>
Bill & Pay includes images in the emails we send to your customers. When your customer looks at the email and the images in the email are loaded it notifies our server that they are reading the email message. This makes it possible for us to mark the email as opened and know the date and time when the customer first opened it.</div>
<div>
<br /></div>
<div>
Many email readers, including most email readers on mobile devices, automatically load images when reading email messages. Customers that use one of these email readers will have emails you send them marked as 'Opened' when they read them. Some email readers, such as Outlook, do not load images by default as a privacy protection for the user. Emails to these customers will remain in a "Sent" status unless the customer adds your business email address you send emails from to their "Safe Sender" list or they tell their email reader to load images for the email message they are reading.</div>
<div>
<br /></div>
<div>
This means that an email status of "Opened" indicates your customer has opened your email message. However, a status of "Sent" means it was sent to them and they may or may not have opened it.</div>
<div>
<br /></div>
<h3>
Longer Email Retention</h3>
<div>
<br /></div>
<div>
By default, email history is stored in Bill & Pay for the past 30 days. Some businesses may be required to keep a record of messages sent to customers for regulatory reasons. If this is the case for your business, <a href="https://www.billandpay.com/support.php" target="_blank">contact customer service</a> to increase the sent email log retention period for your business. We retain a record of what your email looked like at the time it was delivered. Even if an invoice is modified at some point after an email is sent, we retain a record of how that invoice appeared at the time the email was sent.</div>
<div>
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0tag:blogger.com,1999:blog-6388751885033074070.post-20908442912445585662015-03-31T12:28:00.001-05:002018-08-31T15:04:12.109-05:00Email DeliverabilityBill & Pay uses email to deliver new invoice notifications, payment due and overdue reminders, and payment confirmations to your customers. Knowing your email has been delivered to your customers is key to getting paid on time. Bill & Pay helps improve the delivery success rate of your customer communications in several ways.<br />
<br />
Below are different options we provide to customize your email delivery experience.<br />
<br />
<h3>
Getting Started</h3>
<div>
When a business starts using Bill & Pay we deliver email to your customers on your behalf. You can customize the email address that these emails are sent from so that if your customer replies you will receive them.<br />
<br />
Bill & Pay will initially send all emails from an email address of "notify@billandpay.com" with a special heading on the email called "Reply-To" that instructs your customers email system to send reply emails directly to your email address. Most email programs will show the email as being sent from your email address. It may also show a small note on screen indicating the email was sent on behalf of your address from notify@billandpay.com.</div>
<div>
<br /></div>
<div>
<h3>
How to Change Your From Address In Bill & Pay</h3>
<div>
To change what email address Bill & Pay uses as the “From Email Address” on your emails go to Advanced Options / Letter Templates and Advanced Options / Payment Reminders.</div>
</div>
<div>
<br /></div>
<h3>
Deliver Emails Through Your Own Email Server</h3>
Sending emails from your own mail server will greatly improve the rate of successful delivery and reduce the likelihood of the emails being identified as spam. You can setup your mail server in Bill & Pay in Advanced Options / Email Delivery.<br />
<br />
<h3>
Use Your Own Domain Name</h3>
<div>
If you have a domain name for your business you should try to use it for your business email, if you aren't already. Using an email address at any of the free email services, such as @gmail.com or @yahoo.com, will hurt the delivery of your emails. If you have a website with your own address, known as a domain name, you can start receiving email at your domain. You will need to have your own email server for your domain name. Most web hosting companies offer this as part of your web hosting or as an optional add-on. Contact your web hosting company for more details about using your domain name for email.</div>
<div>
<br /></div>
<h3>
Approve Bill & Pay to Send Email for Your Domain</h3>
<div>
This is only necessary if you are unable to get your own email server setup for delivering emails to your customers. In that case you will need to approve Bill & Pay as a sender of email for your domain name.</div>
<div>
<br /></div>
<div>
In order to help combat spam, or unwanted email messages, many mail servers on the Internet will not accept delivery of an email from one domain name for another domain name unless specific approval has been given to do so.</div>
<div>
<br /></div>
<div>
You can give approval for Bill & Pay to send email on behalf of your domain name by adding a few records to your domain's DNS settings. <a href="https://www.billandpay.com/support.php">Please contact Bill & Pay Support for instructions on getting this set up.</a> If you are not comfortable modifying the DNS settings for your domain our instructions will also include an offer to perform the necessary changes for you.</div>
<div>
<br /></div>
<div>
For those curious as to what DNS settings we recommend adding, the instructions we send will tell you how to add <a href="http://en.wikipedia.org/wiki/Sender_Policy_Framework" rel="nofollow" target="_blank">SPF </a>and <a href="http://en.wikipedia.org/wiki/DomainKeys_Identified_Mail" rel="nofollow" target="_blank">DKIM </a>records to your domain. These records in your domain's DNS settings will instruct other mail servers on the Internet to allow Bill & Pay's email server to send them new email as if it was coming from your own mail server.<br />
<br />
<h3>
Report of Emails Sent to Customers</h3>
There is a report in Bill & Pay that will show you which emails have been sent out to all customers. You can find this in the "Reports" section under "Emails Sent to Customers". You can also look up an individual customer in Bill & Pay and then click on the "Emails Sent" button to only see what has been sent to that specific customer.<br />
<br />
For more information about how emails to customers are tracked in Bill & Pay, please see our <a href="https://billandpay.blogspot.com/2015/03/emails-sent-tracking.html">Emails Sent Tracking</a> article.<br />
<br /></div>
Jacob Copseyhttp://www.blogger.com/profile/06392238657524581142noreply@blogger.com0