Payments

In order to collect payments, will need to have an account setup with PaySimple. 

Setup

• The organization backend needs to have PaySimple API Username and secrets setup and marked as active.

General

• In order to collect a Payment:
  • It is recommended to have a balance due. Negative balances cannot be collected.
  • Payments should be collected within 5 minutes. This is due to the PaySimple checkout token being valid for only 5 minutes.  (https://documentation.paysimple.com/docs/paysimplejs-getting-started#step-3-fetch-checkout-token-client-side). User will see "Complete payment collection by" with a timestamp of when they will need to complete a payment before that time.
• When the Collect Payment button is tapped, the customers First Name, Last Name, Email address and Balance Due will be pre-populated. Some other helpful information may be included in the Notes field.
• There are two ways to collect payments: Adding a payment record and processing a transaction.
  • Add Payment: Adds a record that a payment was collected. This is typically used when cash is given or a hand written check is given.
  • Collect Payment: Process a payment through a payment processor such as PaySimple. This is typically used when a credit card transaction needs process or a direct ACH payment is immediately transferred.
• Stored Payment Methods
  • When a payment is collected, the Credit Card or ACH account is linked to that customer. Future transactions for this customer can use this same account.
  • New Customers - Any payment method becomes a stored payment method.
  • Existing Customers - All existing payment methods are listed and can be selected or a new payment method can be added.

 MarketSharp

• Payments are Collected on the Job object with embedded payments only.
• When the payment is collected on the Job object, a payment will be created in PaySimple and a payment created under Job Financials for the Job.
  • If a payment is not collected on a Job or the Job doesn't have a contract, the payment will appear on the Desktop Payment Manager for linking to proper Job.
• Payment Types
  • Add Payment: Adds a Payment to the Job Financials
  • Collect Payment: Processes credit card or ACH payment, adds to PaySimple and then adds a Payment to the Job Financials

Notes

• After a payment is collected for a new customer, the user should appear as a customer in PaySimple.
• After a payment is collected for an existing customer, the payment should appear as a new PaySimple linked to the existing customer in PaySimple.
• After a payment is added or updated, the Sale/Job should be refreshed with the adjusted Balance due.