Working with GrowthZone Pay

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Revision as of 19:15, 22 January 2016 by SPederson (talk | contribs)
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Initial Set Up

Vid.png This video walks you through the step-by-step process (outlined below) of getting set up with Integrated Payment Processing.

Stepbystep.png

1. After logging into the back office with administrative permissions, go to SetupBilling Options & SettingsCredit 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