Adding New Accounts

E-Pay lets your customer make their payments using a credit card or through a withdrawal from their checking or savings accounts.

E-Pay lets you set up recurring payments for your customers. This lets you have the payment of a customer’s invoice automatically debited to a credit card or an e-check account that the customer specifies.

You can only have one recurring account for a customer. When new accounts are added, if any existing accounts are set to be recurring, you are prompted and asked if you are sure you want to make the new account a recurring account.

• Active recurring accounts are prefaced with a blue recurring symbol, indicating that the account is an active recurring account.
  

• Inactive recurring accounts are not prefaced with a symbol, but can be actively recurring starting at a later date.

• You can change the recurring status of an account when you first set up a payment account, or when you edit account information.

  Notes:

• At this time, Authorize.Net does not accept standard ATM (debit) transactions.

• Shift4 accepts only debit cards (that are treated as credit cards) and credit cards.

• When an account is created using the Tempus PaymentMate payment gateway, a token is returned for future use.

  Adding New Credit Card Accounts

  Adding New Checking/Savings (ACH) Accounts

  Editing Accounts