Accepting Credit Card Payments on Customer Invoices
Background
Patriot Software has partnered with Clover Connect to offer credit card merchant services to Accounting software customers so that your customers can pay your invoices by credit card. See Setting Up Credit Card Payments in Patriot’s Accounting Software.
Once you have set up a Clover Connect merchant account, you are now ready to accept credit card payments from your customers when they pay invoices. If you have questions about setting up a new or an existing merchant account, you can reach Clover Connect Support directly at 877-828-0720.
You also have other options with your Clover Connect merchant account outside of Patriot, such as the ability to accept credit card payments in person and set up recurring payments. See the help article Get the Most Out Of Your Clover Connect Integration for more details.
Credit Card Payment Option on Customer Invoices
After you have created a customer invoice, you can now email the invoice to the customer.
On the Email Invoice to Your Customer page, the “Accept Credit Card Payment for this Invoice?” question will be pre-set to whatever you have chosen in your Settings > Accounting Settings > Transaction Settings page. You can change this here if needed.
Customer Receives Invoice Email and Pays with Credit Card
When you have set the credit card question to “Yes” and send the invoice email to the customer, they will see a button at the bottom of the email “Click here to pay by credit card.” This will open a new browser tab with a screen for the customer to enter their credit card information.
When the customer clicks the link to pay by credit card, a new browser tab will open for them to enter their credit card payment information.
If you send multiple invoices to a customer, the customer will need to enter their credit card and billing contact info each time. At this point, they cannot save their payment information.
Manually Recording Invoice Payments
If you need to manually record an invoice payment for an invoice that is set to accept a credit card payment, you will see a message that the credit card payment link was sent. You will first need to inactivate the credit card payment by clicking the link, to prevent a double payment.
Customer Credit Card Approve and Decline Messages
If the customer’s credit card is declined, they will immediately see a message. The link to try again will take them back to the previous payment entry page.
When the customer’s credit card payment has been accepted, they will see a confirmation message.
Customer Payment Notification
If you have elected in your Transactions Settings page to receive email notifications when a customer has successfully made a credit card payment to your invoice, you will receive the following “Payment Received” email.
Clover Connect will deposit this payment into your bank account. You will see this customer payment recorded in your customer invoice reports. You will also see all of your credit card payment activity in your Credit Card Payment Summary Report.
Only payments made using the payment link included in the invoice email will be reflected in your customer invoice and credit card payment summary reports. Transactions processed using the virtual terminal in your “CardPointe” portal will not be recorded in Patriot at this time.