In the below video, we will be talking about how to process electronic payments like credit card, ACH, EFT.
In this video, you'll:
Learn the three different ways to process electronic payments.
Discover how to apply and categorize your credit memos
Learn where to view electronic payments and their status
If you would like to know how to set up electronic payments, please watch our setup video here.
Sections
0:00 Introduction
0:14 Where to Process Payments
0:54 Process Electronic Payments using the Quick Menu
2:00 Do We Have an AutoPay Option?
2:26 How to Create AutoPay
2:52 Building an AutoPay List
3:34 Seeing if a Convenience Fee is Setup
4:55 New Payment Option
7:30 View Electronic Payments Using the Payment List
8:55 Customer Portal
11:10 Electronic Payment Log
Training Video