Get paid with Payment Plus

Posted Feb 4, 10

Payment Plus is an Add-On to BillingBoss and allows you to use your existing Merchant Account to process online payments.

Payment Plus currently supports the following processors:

  • Authorize.Net
  • CyberSource (US)
  • Moneris (Canada)
  • E-xact (Canada)
  • BeanStream Interac Payments (Canada)
  • BeanStream Credit Card processing


With Billing Boss Payment Plus, you have a new way for presenting invoices to customers and getting paid. You can send your invoice electronically, present the invoice nicely on a web page and give your customer the flexibility of paying for it using their credit cards.

The steps are pretty simple and easy to follow. Here is a quick summary of how to use Billing Boss to get paid. To make it easier to understand, I have included some screenshots.

 

1.  Login Billing Boss and go to ‘Settings' tab. Select Online Payments to enter your merchant account information. In the screenshot, i entered e-xact as an option. Save your change by clicking on the Save and Continue button.

 


2.  Now create a new invoice and Save. Screenshot not included.



3. After the invoice is saved. You will be presented with a list of credit card to allow. Depending on your merchant account, you might be allowed to process certain cards. Select the correct ones in the list by clicking on the checkboxes. Click on Save to remember the setting for your next invoice. See the screenshot below.


 

 

4. Click on Send link on the left to send the invoice by email. You can enter the email address of your customers if you know their emails or click on more contacts to see a list of existing email addressed entered. See screenshot below.


 

5. Your customer will receive an email in their inbox. In the email, there is a link to view the invoice online and pay it online.


 

6. Your customer happily clicks on the link and taken to a web page hosted by Billing Boss that looks like the screenshot below.


 

 

7. The customer can review the invoice to make sure the amount is correct. Click on Pay Invoice on the left to pay by credit card.  Your customer would neeed to enter their credit card numbers and address. Click on Pay Now button to finish the transaction.


 

8. Billing Boss talks to your merchant account provider (e-xact in this case) and charges the customer's credit card with the amount of the invoice. You can view the payment in the virtual terminal provided by your merchant account provider. Billing Boss will mark the invoice as paid and store the payment information.

 

That is it. A new way of collecting from your customers and fully automated.

For more information on Billing Boss with Payment Plus see http://www.sagespark.com/paymentplus

 

If you have any questions, you can contact us through our forum  , twitter or email info@billingboss.com

 

Richard
Billing Boss and Sage Spark development


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Comments

Can the Sage advertising on the bottom of the invoice email be taken out?

 

Mar 12, 2010