Credit Cards in BillQuick

Transcription

1 Time Billing and Project Management Software Built With Your Industry Knowledge Credit Cards in BillQuick User Guide for BillQuick Users BQE Software, Inc Airport Drive, Suite 380 Torrance CA Support: (310) , Sales: (888) , Fax: (310)

2 Welcome! Welcome to BillQuick from BQE Software, Inc. With new features that make credit card processing possible, BillQuick 2007 makes your work process more efficient and easy to use. This document is designed to guide you on processing payments through BillQuick via the Innovative Merchant Solutions (IMS) merchant account. 1. Create an account with IMS By providing credit card processing features, BillQuick 2007 offers fast and easy online payment method that reduces your accounts receivable time drastically. Your clients can make payments on invoices directly or right from your BillQuick s Credit Card processing screen. To be able to allow your clients make payments to you using credit cards, you would first need to create an account with Innovative Merchant Solutions. 1. In BillQuick, from the Settings Menu, select Global Settings. 1

3 2. Click the Merchant tab Click on the Free Signup link here to create an account with Innovative Solutions. This takes you the signup page (http://www.bqe.com/ccsignup.asp), where you can create an account with Innovative Solutions. When you create an account, you would be provided with an Account , Account ID and Account Password. Enter that information on the Global Settings, Merchant tab fields. To include the Innovative Merchants Solutions link on your invoices, so that your customers can directly make payments via that link, click the checkbox. You can 2

4 specify what currency to accept payments in the currency drop-down. 3. Click Save and Close to apply the settings. 2. Receiving Payments Your clients can choose to make payments using credit cards for the invoices sent to them. To record a payment 1. From the Billing menu, toolbar, explorer bar or navigator, open the Payment screen. 2. In the payment screen, you need to specify the invoice/client/project against which the payment must be recorded. Select Client ID and/or Project ID or Invoice number on the screen, and click Refresh button. 3

5 3. Enter the amount of payment, and select Credit Card as your choice of Pay Method. Apply the payment to open invoices. Once done, click Process Credit Card button. This opens the credit card processing screen. 4

6 4. On the Credit Card Processing screen, the Card Holder Information is pre-filled with the name and address of the client for whom the payment is being recorded (as selected in the Payment screen). Also note that the value for the amount for which the payment is to be made is pre-filled as per the information entered in the Payment screen. Enter the Credit Card Information of the client namely the Card Type, Card Number, Verification Code and Expiration Date. You can make payments using Visa, MasterCard, American Express or Discover credit cards. Once this information is filled, click the Process button. BillQuick connects to the IMS portal and records the receipt of the payment. You are prompted with a success prompt followed by a status message that displays the Approval Number, Authorization Code and Transaction Date. Note: If there is some problem with the payment process, BillQuick 5

7 displays a message saying that an error has occurred with a status message displaying the nature of error. 5. If you wish to receive credit card payment from a client directly (without applying it to a specific open invoice), you could do so by selecting Process Credit Card option from the Billing menu. Enter the name and address of the client manually. Enter the amount for which you wish to receive payment (amount field is editable at this time), and other Credit Card Information and click Process. The status of your payment is displayed in the Status Message. 3. View Credit Card Payments received BillQuick allows you to view all the payments that you have received via Credit Card using the Download Payments screen. 1. From the Billing menu, select Download Credit Card Payments option. 6

8 2. On the Download Payments screen, use the filters to define the payments made to IMS that you wish to view. You can select a date range to view payments received for, and/or the payments based on status of the payments made. For e.g. you may want to view a list of bad card payments made from 2/1/2007 to 3/1/2007. Make your selection and click Refresh. If you wish to view all payments, click the Show All Payments checkbox. Note: You can view the payments made via Innovative Merchant Solutions only if you have authorized your IP address to download payments. To authorize an IP address to receive payments, login to the IMS portal and configure your preferences. In case of any issues please contact your IMS representative. 3. You can choose to transfer the payments made to your BillQuick data file. To do so, select the payments and click Transfer. Now, these payments are recorded into your BillQuick data file. 7

9 BillQuick s Credit Card processing feature makes receiving payments from your clients fast and easy. 8