Typical Uses: Online orders for good or services, or online bill payments. For example:
Purchasing an item from an online store.
Ordering an e-book.
Paying rent.
Making a charitable donation.
Include NACHA mandated language in the terms and conditions section.
Enable your customer to view and print a receipt after the payment has been successfully submitted.
Email a receipt to your customer, CC yourself, and keep a copy of the email for 2 years.
What ReceivablesPro Does for You:
The Web Payment Pages you create as part of your ReceivablesPro system automate most of the authorization steps for you, including displaying terms and conditions on your payment forms and online invoice payment forms, automatically generating a transaction confirmation page and automatically emailing a receipt. To complete the process, you need to complete the steps indicated below for invoice payments and web payment pages.
Online Payment of ReceivablesPro Invoices
In the Settings--> Configuration--> Preferences screen be certain to:
Check the box for include phone number—Make sure to use one that is answered during regular business hours.
Check the box to include Email address—Make sure to use one that is monitored during regular business hours.
Check the box to include website (if you have one).
In the Settings--> Configuration--> Payment Notification/Options--> Invoice Settings section enter language in Enter your Terms of Sale here field that includes language required for a one-time Echeck (ACH) WEB payment. (See Sample Language for Authorizing One-time ACH WEB Transactions below.)
Make sure that your customer gets a receipt for all payments, and that your company gets a copy of the receipt. To do this, in the Settings--> Configuration--> Email Preferences and Templates screen in the TRANSACTION RECEIPTS section, check the “Send a receipt to the customer” checkbox and check the “Send a receipt to my company at” checkbox and enter your email address in the field.
When creating a new Web Payment Page (see Add a Web Payment Page in Chapter 8) be certain to:
Include all required language for authorizing online Echeck (ACH) transactions in the Terms and Conditions field. (See Sample Language for Authorizing One-time ACH WEB Transactions below.)
Be certain to complete the Contact Information section with current contact information for your company. The phone number and email address provided must be monitored and answered during regular business hours.
Make sure that your customer gets a receipt for all payments, and that your company gets a copy of the receipt. To do this, in the Settings--> Configuration--> Email Preferences and Templates screen, in the TRANSACTION RECEIPTS section, check the “Send a receipt to the customer” checkbox and check the “Send a receipt to my company at” checkbox and enter your email address in the field.
Should your customer ever request a copy of the receipt from an online transaction, you can print a copy or email a copy using the “Print” or “Email” links in the Action button menu for that transaction in the Payments table.
When configuring your Web Payment Page add the following text to the Terms and Conditions field. When entering Terms of Sale for your invoices include the following text. Be sure to use this text in addition to your company’s standard terms and conditions for both fields.
Enter your business information in place of the red insert indicators.
I authorize {insert company name} to debit the bank account indicated in this web form for the noted amount on today’s date. I understand that because this is an electronic transaction, these funds may be withdrawn from my account as soon as the above noted transaction date. In the case of an ACH Transaction being rejected for Non Sufficient Funds (NSF) I understand that the business may at its discretion attempt to process the charge again within 30 days, and agree to an additional {insert $} charge for each attempt returned NSF which will be initiated as a separate transaction from the authorized payment. I acknowledge that the origination of ACH transactions to my account must comply with the provisions of U.S. law. I will not dispute {insert company name} debiting my checking/savings account, so long as the transaction corresponds to the terms indicated in this web form.
NOTE: If you do not want to charge a NSF fee, you can delete this portion of the sample text.