Add Seer Payment with airSlate SignNow

Add teller payment

okay so we have a customer created now and let's move through and start doing something to that account so let's add a service we're going to build them for we'll activate the account we'll run a payment that kind of thing before we run a payment we need to set up a payment processor if we want to take either credit card or bank can or a check payments so I'll show you quickly where to do that if we go into financial and the payment processes we can set up bank credit card and PayPal processing let's go into credit card right now to start with that so there's a list here of the processes that we support this changes over time as we add more processes to take a look in your system but if you're using one of these processes today you can just set up your credentials here if you're not using one we recommend IPP in North America they cover the u.s. and Canada if you're outside of North America then you can take a look at some of these like maneras is available in Canada in blue pay is available in the US and the UK we want to extract that are available in many countries around the world so I'm gonna pick IP pay here and if your systems in test mode it doesn't actually matter what you put in for the credentials we're going to run transactions against that processes test gateway so you can just enter anything here that you like if you're in test mode if you're in production mode you're going to need to enter your correct and correct credentials to be able to do anything here so I'm going to put in tests down below here we can pick the type of cards you want to run some of these are only relevant for specific countries so you can either leave them checked or unchecked based on what you want to do but let's say I don't want to take American Express I could uncheck by here and then Sona will block American Express cards from being added into the system okay so we have IPP setup as a credit card processor and now we want to go back to the account and start doing some work on there adding services and running payments and that kind of thing so there's a couple of ways I can get to the account I could go to accounts and go to view all accounts and so let me look at a list of all my accounts and find them but a better way to do it is to use search system so the search system in sonar is going to let you search for almost anything in the system we can use it to search for accounts you can also search for different sections or network sites or an invoice orally anything we're looking for and I can access this by clicking the search icon up at the top here or I can double tap shift on my keyboard and we'll open it for me so if you recall in our last video we created a new account and a name on it with Simon Westlake so I could search for that I could just search Simon I can also search for part of the address so I could search from Michigan I could search for the email address that I put on the account I could search for the phone number on the account I can really look for almost anything related to that account the other thing I can do if I know what the account ID is is I can type in account and then a colon and then the ID and what that will do is look for an account in the system that has that particular account number and display it to me so I'm just going to look by name for now my account ID here is a thousand so that's what I need to search for to find that I'm just going to click on this account and bring it up and now we're back under the account okay so let's go to the billing tab and we have a lead account right now so we're not billing you a discount it's not active we haven't moved into an active status so I'm going to do some pre setup I'm an add a service and if you recall we had that gold internet service we made earlier on in this series I'm going to add that I can pick a quantity to add so if I was billing them for multiple instances of the service I could add more than one I only want to add one I can override the name so if for some reason you want to display the service with a different name to this customer I can enter that name here and this will show up on the invoice it'll show up in transaction lists I kind of think I can prorate adding the service to the account and I can choose the date I want to prorate it as of so what this is for is if for example you're adding a service to an account today but it really should have been prorated from a couple of days ago I can come in here and say this should have been prorated as of the 28th not the 30th now one thing you'll note is if I check prorate here and add this it's not going to actually prorate the transaction because it's going to look at the account and see that it's not an active account and it's not going to be prorated but I'm going to check pro right here anyway just so I can show you how to look at this so the service got added and if I look over in my logs it's telling me not applying the prorated transaction because the account status is not active so what will now happen is when I activate this account it will actually actually prorate that charge as of the activation date up till the next billing cycle dates this allows you to add services on to the account ahead of time and then when it counts actually activated will prorate out to the next billing data automatically okay so let's go down to payment methods and I want to add a credit card on here so I'm going to click create I'm going to select credit card as my type I'm going to put in the card number I'm going to put in an expiration date name on the card it's automatically populated the physical addresses the billing address for the card but I can change this to something else if I want to then I have the option to make this an automatic payment method or not if I make it automatic then when billing runs we'll use this as an automatic payment method to charge so the amount of the bill if I don't make it automatic has to be run manually okay so my payment methods been added you can see I have the auto flag on here I can come in here and turn auto off or on if I want to as well as being able to edit the billing address and the expiration on the card once cards have been added to sonar we can't actually edit the card number anymore so if this was a new card that the customer was adding you would just delete this existing one and then add a new one okay so let's go to transactions if you look up at the top above here we have a short amount of info here we have the balance - it can't balance the available funds in the next recurring charge so balance due is the amount of invoices that a past due so if I had an invoice past due or that was due for $25.00 this should show 25 if I had one invoice due for 25 and 1 for 10 this would show 35 the account balance is the total of all the debits on the account - any discounts or payments so if this is positive it means that some amount owed on the account but it may not be invoiced yet so the account balance and balance due may be different if you have debits on the account that haven't been invoiced yet account balance is going to be higher in that case available funds are payments of discounts that are not yet been used to pay off invoices so I'll make a payment on here in a minute you can see what that looks like and then our next recurring charge is a calculation of how much our next bill is going to be so it's 50 125 because we have one service on here for $50 and there's taxes associated with that that will be charged that'll equal a dollar and 25 cents so next recurring charges can be 50 125 so under transactions let's make a payment so we can see these values update I'm going to make a payment can be one of these four which don't require a payment processor or the credit card I added so in the credit card added I can make a payment against the balance due or the total balance both are zero so I can't pay those right now or I can pay another amount let's say I'm going to pay 10 dollars we can apply the payment to unpaid invoices automatically or not so this is checked by default it'll pay the oldest invoice off first with this payment if this is checked if it's unchecked you can manually apply this payment invoices as you see fit let's go ahead and make this payment so our payments been made it was successful we now have 10 dollars and available funds to apply to an invoice and if I open up the transaction itself I can see the result that was successful payment reference is going to be what came back from IP pay if using a different process the same deal whatever they send us back as a message will display here and then the transaction ID is the ID that came back from that payment process of for us so you see we had a successful payment there let's make a payment that's going to fail I'm going to trigger a failure here and you'll see we get a failure to apply the payment and it comes back with a decline message and if I close out of here you see we now show a failed payment on the list here and I can expand that out and I can see the message that came back from the processor there so this may say no unavailable card or no available funds or Cod declined or you know whatever the case may be it's going to depend on the processes and okay so we can also add one-time transactions here so I could come in and add a one-time transaction and I can use my recurring transactions to add a one-time as well as my configured one-time transaction so if I wanted to charge a one-time fee for this called Internet service I could do that here if I want to charge my printed invoice feel I created I could do that you'll probably have other one-time and recurring services here you can use like install fees service coffee anything like that but I can pick those here so if I pick my printed invoice fee and I add that to the account it's going to create a debit for $2 because it's so much my printed invoice fears and you can now see my account balance is $2 well my balance due is 0 my balance due is 0 because this is not yet been invoiced it's just a transaction sitting on the account so this will get pulled up into our next invoice when our billing cycle runs or I could create an invoice manually right now to be able to give to the customer so I'll show you how to do that if we go to invoices and click create I can pick all the debits on the account that are currently uninvite now is the printed invoice fee I can pick a custom due date if I don't it's going to use whatever might default due date configuration settings are in to my billing parameters so I'm going to leave this one blank I can pick an invoice dates this is going to be the date that the invoice is for this defaults to today you can make it a different date if you need to can have a message to the customer displayed on the invoice and I can automatically apply available funds to the invoice so I'm going to uncheck this if I left this checked it would take $2 out of my available funds to pay off this invoice but if I uncheck it it's not going to take that money and I'll be able to do it manually so let's just go ahead and submit this so I now have an invoice on my account if I expand it I can see there's no credits on it we only have one debit on it for $2 there's no taxes on it because it's printed invoice fee doesn't have any taxes associated there's $2 due out of a $2 total it's due on June 9th because my billing configuration is to add 10 days on to the due date and it's a one month invoice so in some cases we have invoices as a bit of created annually or something like that that was the case eight to 12 months here anytime I create an invoice manually it's always going to be a one month invoice so it doesn't really apply in this case and then if I open up the menu here there's a number of things I can do to the invoice here I can download a copy of the invoice as a PDF I can download it as a statement as a PDF I can download an excel format I can add credits I can void the invoice all kinds of stuff so if I do add credit and can take from my available funds and I'm going to say I can either apply the maximum available or I can explicitly apply an amount so I'm going to say the maximum available right now but I could just say $2.00 since that's what's due and what that'll do is take two dollars from that $10 payment I had and apply to this invoice which now zeros it down so now my balance due is zero my available funds is eight because we just removed two dollars from the $10 payment I made and if I go back here and expand out that payment I can now see two dollars of this payment has been applied to invoice number one and on my invoice list is invoice number one so we're just doing some basic addition of services and transactions here applying payments and that kind of thing so this is if I was doing this on manually so let's go ahead and activate this account now and when I activate it I have the option again to prorate that's because I'm a super user if I wasn't a super user the proration would be enforced I'm going to activate the account I've now had a debit created which is a prorated charge for the remaining time in my my billing cycle for that service that we added here a few minutes ago so transactions for three dollars and 28 cents and if I go to my parameters I can see my next bill date is June 1st while it's May 30th today as I make this video so it's prorated this for a couple of days there if I go take a look at that transaction you're able to see in here this was a prorated charge from May 30th to June 1st so now it's going to happen is we have three dollars and twenty eight cents and an account balance it's not due yet because it hasn't been invoiced but when billing runs on the first it's going to take that charge and it's going to include it in that next invoice is generated automatically so you don't need to invoice all these little char just manually if you don't want to you can just wait for the next billing cycle and have that apply so in the next videos we're going to move on to going through some billing cycles and that kind of thing but hopefully this gives you a quick overview of adding services to the account how payments work how we can generate an invoice and apply payments to it that kind of thing