In the video below, we will be talking about how to set up Electronic Payment records in Aspire.
In this video, you’ll:
Learn about the three different ways to set up electronic payments.
Discover how to keep track of them within Aspire.
Learn how to set payment methods for one time use or for repeat billing.
Set Alerts for expiring payment methods.
After you have watched this video on setting it up, you can watch our video: How to Process Electronic Payments!
Sections
0:00 Introduction
0:12 Signing up for the Electronic Payment Integration
1:41 Options for Setting Up Electronic Payments
2:14 Setting Up Payments on the Contact Record
6:47 Using the Expiring Soon Checkbox
7:10 Deactivating a Card for Future Use
8:00 Subscribing to Electronic Payment Receipts
8:28 Setting Up a New Payment Method though New Payments in Quick Menu
9:55 Using the Remember Payment Method Checkbox
10:40 Adding a Payment Method in the Customer Portal (Optional)
Training Video