As of the writing of this document we rely on PayPal for charging clients cards, sending invoices and managing our finances.

PayPal

One Time Payments

Hover over Tools > choose Virtual Terminal. Leave everything but the following as defaults:

• Amount
• Description – Should be the Product name. Or link to the Proposal if it’s multi-item.
• Transaction Type = Sale
• Card Number, Expiration Date & Security Code
• First Name, Last Name, Zip Code, Email
• Process Transaction
• Take a screenshot of any errors. Check with your supervisor if you encounter an error by sending that in Slack.
• Navigate to Summary and confirm you see the transaction listed. If you don’t, then log out, wait 1 minute, login and check. If you still don’t, contact your supervisor or you will probably need to try again because you missed something.

Recurring Payment

Hover over Tools > choose Recurring Payments > on the right side choose “Create a Recurring Payment profile. Leave everything but the following as defaults:

• Product Service – This is typically the name of the Product as it appears on our website for which they are hiring us.
• Card Type / Card Number / Exp. Date / SCC
• First Name, Last Name and Zip are required associated with the card.
• Email address for receipt.
• We do try to collect the other contact information but not apart of the card-collection process, rather our on boarding process.
• Billing Terms – The first of the upcoming month unless it’s within 14 days, then do the 1st of the following month.
• Payment Cycle – Every 1 Month
• Number of Recurring Payments – No End Date
• Amount
• Check Process One-Time Transaction for the first months payment + setup fee when relevant.