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Payments Example

Last Updated: Dec 03, 2020

Summary

In this example we will setup an online payment method on an account and explain how to make online payments. Enabling automatic payment (Auto-Pay) on an account will also be covered.

For more details on the account payments screen see the Account Payments screen help.

For more details on the account payment methods screen see the Account Payment Methods screen help.

Prerequisites

  • A payment gateway must be configured prior to adding online payment methods to an account and making payments

Sample Configuration

Adding a Payment Method to an Account

Added Payment Methods are used to store payment information that can be reused for future payments.

  1. Log into LogiSense Billing

  2. Create a new account or select an existing one

  3. Go to the Account / Overview / Payment Method screen

  4. Under the Payment Methods panel click the (emoji) button to add a payment method

  5. Enter a Name for the Payment Method and select a Payment Type. Fill in the mandatory information for the selected Payment Type, enable the Active checkbox and then click Save

Making a Payment using an Account’s existing Payment Method

  1. Log into LogiSense Billing

  2. Load the account for which the payment is to be made

  3. Go to the Account / Billing / Payments screen

  4. Under the Payments panel click on the(emoji)button to make a payment

  5. On the modal that loads select the Payment Method that was previously added. Enter the payment Amount, the Posting Date, and optionally a Detail describing what the payment is for. You can also disable Automatic Disbursement if you want to manually disburse the payment to a specific invoice/invoices

  6. Click Pay Now to process the payment using the default payment method set on the account

Making a One-Time Payment

One-Time Payments do not save Credit Card or Bank Account information for future reuse.

  1. Log into LogiSense Billing

  2. Load the account for which the payment is to be made

  3. Go to the Account / Billing / Payments screen

  4. Under the Payments panel click on the(emoji)button to make a payment

  5. On the modal that loads select One-Time Payment as the Payment Method and then select a Payment Type (i.e. Credit Card or ACH). Enter the payment method details, the payment Amount, the Posting Date, and optionally a Detail describing what the payment is for. You can also disable Automatic Disbursement if you want to manually disburse the payment to a specific invoice/invoices

  6. Click Pay Now to process the payment using the one off payment details provided

Setting up Automatic Payments

Bill runs in the system can be setup to automatically collect payment through a feature called ‘Auto-Pay’. To setup Auto-Pay on a bill run see the Bill Run Auto-Pay Configuration Example article.

At an account level you can specify the payment method that automatic payment is permitted to utilize by following the instructions below.

Only one payment method on an account can be configured for automatic payment.

  1. Log into LogiSense Billing

  2. For each account that you want to setup Automatic Payment on, go to the Account / Overview / Payment Method screen and check the Auto Pay option for the Active Payment Method from which the Automatic Payment should be collected

  3. Click Save to commit the changes and configure Auto-Pay for the payment method

See Also