Difference between revisions of "Working with GrowthZone Pay"
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==Setup Recurring Charges== | ==Setup Recurring Charges== | ||
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1. Request authorization from members (paper, email or phone) | 1. Request authorization from members (paper, email or phone) | ||
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6. Running the epayment batch monthly | 6. Running the epayment batch monthly | ||
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| + | Entering info: steps for Adding a Rep epayment profile | ||
| + | or optionally by impersonate Rep | ||
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| + | |} | ||
Revision as of 19:15, 22 January 2016
Contents
Initial Set Up
This video walks you through the step-by-step process (outlined below) of getting set up with Integrated Payment Processing.
1. After logging into the back office with administrative permissions, go to Setup ➝ Billing Options & Settings ➝ Credit Cards section.
2. Click the Account Setup button.
3. When the "Setup - Integrated Payment Processing" screen appears, select your country and click the "Sign up" button. MicroNet and Stripe's terms and conditions can be viewed on this page (these terms and conditions can also be viewed in the Billing Setup page at any time).
4. Complete the form, clicking the info link to get more information about a field.
5. Click Save
Member Payment Options
Credit Card
- How to save a card for future check out
Bank Account
- Note: This option is for U.S. Banks only)
Setup Recurring Charges
1. Request authorization from members (paper, email or phone)
2. Send email to tell them where to enter info (template)
3. Send follow-up email. (template)
4. Run epayment report to see who has saved card and checked box
5. How assign the profile to the member account (Members->Account tab)
6. Running the epayment batch monthly
Entering info: steps for Adding a Rep epayment profile or optionally by impersonate Rep
