Saving Credit Cards & ACH Payment Methods
Many customers will choose to have a payment method of choice saved to their CRM profile to be used for automatic billing, one time purchases within the POS, or bill payment online.
Instructions for Sharper Users
Steps for Employees on entering payment methods
Navigate to CRM → Customers.
Search desired customer name.
When editing the customer go to the sub section Payment Settings located on the left side below general.
Click Add New under Saved Credit Cards or Saved ACH.
Fill in ALL fields and then click Save on the Form.
Click Save Again on the CRM profile itself. (This is important as the payment info will not save).
When you save a payment method, you will see the flag "Default." If a method is designated as default, it will be used for auto-pay. While you can have multiple saved payment methods, only one can be set as the default between credit card and ACH. When marked as "Default," this indicates that the customer is enrolled in auto pay and their account will be charged or withdrawn automatically.
Instructions for Customers
Steps to allow customers to enter their own payment methods
Instruct customers to login to the Customer Portal.
Once logged in, on the bottom of the left most column there is a sub section called “Saved Payment Methods” click that.
Click Add New on the top right.
Enter Payment Info for either Credit Card or ACH.
This will automatically make their payment method “Default” unless they toggle the flag off themselves.
Click Save.
Send customers an ACH form.
Go to CRM > Customers.
Search Customer Name > Click
three dots to the right of the customer information.
Click Send ACH Form.
Sending an ACH form will email the customer a link where they will be redirected to your website to enter their ACH information. This link does not exist for credit card information.
When you save a payment method, you will see the flag "Default." If a method is designated as default, it will be used for auto-pay. While you can have multiple saved payment methods, only one can be set as the default between credit card and ACH. When marked as "Default," this indicates that the customer is enrolled in auto pay and their account will be charged or withdrawn automatically.
NOTICE: Allowing Customers to key in their own ACH information within the ACH form can lead to errors which can result in fraud detection by Pay-Roc processing. We recommend you have customers send a voided check to property to allow Sharper Users to enter the data.