First, what is the difference between Online Payments and  Electronic Payments?

Online Payments sends an email to the customer with a secure web link where the customer enters their information to pay an amount. See Online Payments for more details and Online Payments Instructions for instructions on this payment process.

Electronic Payments are payments for when the MoversSuite user gathers payment information to process the payment and/or stores the information to be available for future charges. The two important questions for Electronic Payments are:

•    Are you processing the payment now?

This is for when the customer gives you their credit card information for you to enter (and save for possible future use). See Electronic Payments (Pay Now) for instructions.

•    Are you processing the payment later?

This is when the customer gives you their credit card or bank account numbers to use for a future payment. See Electronic Payments (Pay Later) for instructions.

See Electronic Payments for instructions on the payment process.

See Electronic and Online Payments for more information on setting up either method.

How do I process a customer’s credit card payment now?

To process a credit card payment now, see Electronic Payments (Pay Now) which focuses on Credit Card/Bank Payment or Authorization (within the Electronic Payments Menu.)

How to link a credit card to an account for future use?

Use Capture Credit Card Information to securely capture credit card information from the customer using a secure web link that the customer completes.

Another option is to use Setup Online Payment. It is also possible to capture credit card information within Credit Card/Bank Payment or Authorization.

When complete, the credit card will appear in dropdowns under “Payment Information on Hand” See Electronic Payments (Pay Later) or Online Payments for more information on using the captured credit card information.

What to do if a credit card expires?

There are two ways to address an expired credit card:

1.    Call the customer to get a new credit card number using the Capture Credit Card Information screen.

2.    Send the customer on Online Payment link to capture a new card number. See Setup Credit Card/Bank Online Payment and use the Credit Card Capture option.

Problem: Payment was processed but a Cash Receipt wasn’t created within MoversSuite. What do I do?

Use Electronic Merchant Payment Research to see if the payment was successful or unsuccessful. If it was successful, a Cash Receipts button is prompted for use at the bottom of the Electronic Merchant Payment Research screen. Click to create the Cash Receipt. If the payment was unsuccessful, reattempt the payment using the transaction method used. See Electronic Merchant Payment Research for instructions on how to use the tool.

How do I know what happened to a credit card processing attempt?

After a transaction, the Electronic Payment Success screen or the Electronic Payment Failure screen appears. Use Electronic Merchant Payment Research this tool lets you see what happened, or didn’t happen, on that attempt. See Electronic Merchant Payment Research for instructions on how to use the tool. This is helpful for those “My customer was making an Online Payment and clicks again when “do not click enter again” is warned” moments.

How to see what Electronic Merchant was used as the payment processor for a credit card?

Use the Payment Method Management to find out what Electronic Merchant was used for a transaction. Only users with appropriate security can access this tool which is listed under Accounting Tools. See Payment Method Management for instructions on how to use this tool.

Additionally, credit card listed within the Payment Information On Hand dropdown within the Credit Card/Bank Payment or Authorization screen, will show the payment processor.

How do I modify the wording on automatic emails relating to credit cards?

From within MoversSuite Administration, go to Accounting and Financial Services > System Emails. Choose an email, customize the verbiage, and Save. See System Email Setup for instructions.

How do I move Online Payments from one credit card processing company to another?

See Credit Card Switch Providers for instructions.

How do I set up a credit card payment?

Use Setup Online Payment to establish an Online Payment link for a customer with a provided email address. See Electronic Payments (Pay Later) for additional details.

The Authorization that previously approved was denied. What now?

The authorization needs to be revoked. From Complete Authorized Payment, highlight the authorization and click Revoke Authorization. To then process a credit card payment now, see Electronic Payments (Pay Now).

How do I set up recurring billing with a credit card?

Within the Online Help, see Payment Setup or AutoPay Setup (Recurring Billing) for details. See the video, Recurring Billing Setup, within the Training Center for additional information.

How do I issue a void or  refund of a Cash Receipt associated to an Electronic Payment?

See Electronic Payment Refund. Of note, certain permissions are required and are detailed within that topic.