In the below video, we will be talking about how to process electronic payments like credit card and ACH payment types.
In this video, you'll:
Learn the three different ways to process electronic payments.
Discover how to apply and categorize your credit memos
Learn where to view electronic payments and their status
If you would like to know how to set up electronic payments with the Fiserv integration, please watch our setup video here.
Sections
00:00 Introduction
00:35 Where to Process Payments
01:30 Process Electronic Payments using the Quick Menu
06:06 Process Electronic Payments using the Payment List
06:50 Process Electronic Payments using the Process Electronic Payments option in the Quick Menu
10:00 Customer Portal
12:43 View Electronic Payments Using the Payment List
15:05 Electronic Payment Log
20:36 Review
Training Video
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