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Product Overview
Becoming familiar with the foundational concepts of LogiSense billing
Introduction
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Usage Billing Challenges
LogiSense Billing UI Walkthrough
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- LogiSense Billing 10.4.x Release Notes
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Accounts
Adding all of your customers and their products to the system
Account Overview Screen
Account Packages Screen
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Billing - Configuration
Group your customers into groups that bill in a similar fashion
Bill Runs Screen
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Bill Run History Screen
Bill Groups Screen
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General Ledger Codes Screen
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Ensure you are enforcing the contract commitments from your customers
Account Contracts Screen
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Account Contract Status Types Screen
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Package Contracts Screen
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Provide the best posssible experience from your billing touchpoints
Customer Portal
Email Templates Screen
- Dunning/Payment Overdue Email Template Example
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Automate your collections and notification processes
Accounts Receivable Terms Screen
- Accounts Receivable Terms Example
Payment Terms Screen
- Payment Terms Example
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Account Payments Screen
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Promo Codes Screen
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Setup all of your regonal settings including multiple currencies
Configuring Countries
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Currency Exchange Screen
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Exchange History Screen
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Dig into your billing data for the analytics you need
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Filtering, Generating and Downloading Reports Example
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Recognizing the monetary value of a transaction or contract over time
Revenue Recognition Configuration
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Connect LogiSense Billing to Salesforce to automate your quote-to-cash
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Sales Orders
Combine multiple products into a single order for an account
Account Orders Screen
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Configure share plans to share usage across multiple services
Account Share Plans Screen
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Account Payment Methods Screen

Last Updated: Mon Feb 07 2022

Account Payment Methods are configured in Account / Overview / Payment Method. This screen will only be available if LogiSense Billing has been integrated with a Payment Gateway.

Guides in this article:

Overview

The Payment Method screen allows you to view, edit, add and delete payment methods on an account. Below you will find an overview on all of the contents of the Payment Methods screen followed by guides walking you through actions you can perform.

The Payment Methods Panel

The Payment Methods panel on the left of this screen allows you to select a payment method so that you can view and edit payment method details within the Edit Payment Method Panel on the right. Actions are also available on the left above the Filter Payment Methods text box which are described below.

Actions

Icon

Description

Deletes the selected payment method from the account

Adds a payment method to the account

Payment Method List

The Payment Methods listing on the left of the screen shows the payment methods that are setup on the account. The list contains details which include:

  • The payment type (credit card, ACH, etc.)

  • Payment method details such as the payment type, whether it is active and whether it is setup for Auto Pay (automatic payment collection via a bill run which is set to collect payment)

When you select a payment method in the list additional payment details will be displayed on the Edit Payment Method panel. These details are explained below.

The Edit Payment Panel

The information in this panel reflects the currently selected payment method. From here you can change payment method details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Credit Card Payment Method Details

  • Name - a unique name that describes the payment method (e.g. Mastercard)

  • Active - indicates if the payment method is active (can be chosen as the payment method when making a payment)

  • Auto Pay - indicates that the payment method can be used to collect payments automatically using a bill run setup to collect payments. Only one payment method on an account can be setup for automatic payment collection

  • Payment Type - this indicates the type of payment, in this case Credit Card. Only payment types supported by your payment gateway will be listed here

  • Description - optional field that allows you to capture additional information about the payment method

  • Credit Card Number - the masked card number which exposes only the final four digits

Automated Clearing House (ACH)

  • Name - a unique name that describes the payment method (e.g. ACH)

  • Active - indicates if the payment method is active (can be chosen as the payment method when making a payment)

  • Auto Pay - indicates that the payment method can be used to collect payments automatically using a bill run setup to collect payments. Only one payment method on an account can be setup for automatic payment collection

  • Payment Type - this indicates the method of payment, in this case ACH. Only payment types supported by your payment gateway will be listed here

  • Description - optional field that allows you to capture additional information about the payment method

  • Account number -the masked account number which exposes only the first 3 digits

Guides

Adding Payment Methods

Adding a Credit Card Payment Method

  1. On the left at the top of the Payment Methods panel click the (emoji) icon

  2. Enter a unique Name that describes the payment method (e.g. Visa)

  3. Set the payment method as Active if you wish it to be available to make payments with at this time

  4. Enable Auto Pay if you wish to allow bill runs to use this payment method to automatically collect payments. Note that only one payment method on an account can be set to Auto Pay

  5. In the Payment Type drop down list select 'Credit Card'

  6. Enter the name for the card Account Holder

  7. Enter the Credit Card Number, CVV, Expiry Month and Expiry Year

  8. Optional: Enter address information related to the card holder

  9. Click the Save button when finished

Adding an ACH Payment Method

  1. On the left at the top of the Payment Methods panel click the (emoji) icon

  2. Enter a unique Name that describes the payment method (e.g. ACH)

  3. Set the payment method as Active if you wish it to be available to make payments with at this time

  4. Enable Auto Pay if you wish to allow bill runs to use this payment method to automatically collect payments. Note that only one payment method on an account can be set to Auto Pay

  5. In the Payment Type drop down list select 'ACH'

  6. Enter the First Name and Last Name for the ACH account holder

  7. Enter the ACH Routing Number and Account Number

  8. Optional: Enter address details for the ACH account holder

  9. Click the Save button when finished

Deleting Payment Methods

Payment methods cannot be deleted if they have been used to process a payment. These used payment methods can be switched to inactivate if you require them to be disabled.

  1. On the left side in the Payment Methods panel click on the Payment Method in the list that you wish to delete from the account

  2. On the left at the top of the Payment Methods panel click the (emoji) icon

  3. On the confirmation dialog that appears click Yes