Process for Charging Clients

Home Knowledgebase Administation Process for Charging Clients

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.



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  • Home Knowledgebase Administation Process for Charging Clients

    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.

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    Phone

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