Purpose
You can initiate the processing of electronic payments on behalf of customers from the following locations:
Aspire Navigation Bar
Invoices Search List Screen
Invoices Screen
Each of these options is described in the sections that follow.
Processing Electronic Payments from the Aspire Navigation Bar
Once electronic payment has been established, users with the Process Electronic Payments permission will have a Process Electronic Payments option available in the Quick Menu in the Aspire Navigation Bar. When this option is selected, it will display the Process Electronic Payments Search List screen allowing you to initiate payment for open invoices.
Processing Electronic Payments from the Invoices Search List Screen
Processing of electronic payments can be initiated from the Process Electronic Payment section on the Invoices Search List screen.
Processing Electronic Payments from the Invoice Screen
Processing of electronic payments can be initiated from the Process Electronic Payment option in the Actions menu of the Invoice screen.
Payment-Related Alerts
Aspire generates alerts related to electronic payment that is displayed under the Alerts icon in the Aspire Tool Bar as follows:
Voiding or Refunding Payments
Electronic payments that have been submitted to pay customer invoices can be reversed from the Payment screen.
Electronic Payments Log
Aspire provides the Electronic Payments Log to allow you to review all electronic payments.
Viewing Electronic Payments on Invoices
The Invoice screen has an Electronic Payment section. The Electronic Payments section is only available for invoices that were paid electronically. The section provides the Invoice Electronic Payments Search List that shows both the successful and unsuccessful electronic payments that were attempted or made on the invoice.
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.
Training Video
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
FAQ
If Aspire processes a payment that is rejected by the bank, can I void the payment in Aspire?
If a payment is rejected by the banking system, you must use the refund option.