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

Once the Fiserv 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.

• 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 Customer Portal.

Requirements

✅ In order to process and manage electronic payments, you must have Process Electronic Payments, Void Electronic Payments, Refund Electronic Payments, Expiring Payment Methods Alerts, and or Rejected Payment Alerts added to your user role.

Training Video

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 in Aspire

• Understand Fiserv's electronic payment integration process in Aspire

• Learn how to configure user roles and permissions for electronic payment processing

After you have watched this video on setting it up, you can watch our video: How to Process Electronic Payments!

Sections

• 0:00 Introduction

• 0:42 Signing up for the Electronic Payment Integration

• 2:24 User Role Permissions for Electronic Payment Processing

• 4:07 Payment Method Set Up for Billing Contact

• 10:17 Payment Method Set Up for New Payments

• 12:11 Payment Method Set Up for the Customer Portal

• 17:09 Review