Setting Up Electronic Customer Payment

The first step to establishing electronic payments is to set up an account with CardConnect. This process will provide a merchant ID, username, and password Aspire will use to interface with CardConnect.

Once the CardConnect account has been established, contact AspireCare to enable electronic payment.

Enabling the feature does the following:

• The electronic payment options in the Customer Portal become active.
• The Electronic Payments tab of the Application Configuration Screen becomes available. The system administrator uses this to configure electronic payments including the default convenience fee percentage.
• On the Contact screen, the Payment Methods tab becomes available for any contacts whose contact type is not "Employee" or "Sub". This tab allows you to view, create, or edit payment methods (credit/debit or ACH) for individual customers. Payment methods can also be set up directly by customers using the new Customer Portal.

Convenience Fee Override

When creating an opportunity for a customer, the sales representative may negotiate to modify or waive the company's standard credit card convenience fee that has been established at the system or branch level.

Aspire allows you to override the convenience fee for individual opportunities from the Override Convenience Fee% field on the Invoicing Info screen available from the Opportunity screen. This overrides the value specified on the Electronic Payments tab of the Application Configuration screen. 

The convenience fee used for a specific transaction is determined based on the following priority:

1. The Convenience % Override value on the Invoicing Info screen is available from the Opportunity screen.
2. The Convenience Fee % value on the Electronic Payments tab of the Branch screen is associated with the opportunity or its property.
3. The Convenience Fee % value is specified on the Electronic Payments tab of the Application Configuration screen.

Adding New Permissions to Roles

The following permissions support the management of customer electronic payments:

• Process Electronic Payments 
• Void Electronic Payments
• Refund Electronic Payments
• Expiring Payment Methods Alerts
• Rejected Payment Alerts

These permissions must be added to the appropriate user roles from the Manage Roles icon on the Administration Screen.  These permissions are in the Accounts Receivable section of the Roles screen as shown above.