Inspect Point’s integrated payments solution offers “saved payment method” functionality which streamlines the payment of outstanding balancing. The functionality includes the following:
- On an invoice, a customer save a payment method for future use
- A customer can pay an invoice with a saved payment method
- A back-end user can process payments (and apply them to invoice(s) if desired) using a saved payment method
To be able to process payments using a saved payment method, a back-end office user must have the proper permissions.
An admin user can navigate to Settings → User Management → Backend Users, then click into the profile of the user whose permissions they would like to update. Checking off the “Manage & Process saved customer payment methods” will allow the user to see the “Payment Methods” tabs on accounts / buildings and process payments.
Saved Payment Methods on Invoices
Saving a Payment Method on an Invoice
When paying an invoice created through Inspect Point, customers have the ability to save a payment method for future use.
Once a customer enters a credit card or bank account to use for a payment, they can select two optional checkboxes:
- Save payment method for future use: This allows the customer to easily re-use the payment method on future invoices associated with their account.
- Save payment method for future use by the business: This gives permission for the business to process payments over the phone/email using the saved payment method.
Using a Saved Payment Method on an Invoice
When a customer has selected to save a payment method for future use and then returns to pay another invoice, they will see their saved payment methods available to use on the invoice.
They can choose to pay the invoice with a saved payment method, or add a new card/bank account to use.
Back-end Office Payments
Account / Building Payment Methods
When a customer saves a payment method on an invoice associated with a building that is NOT part of an account, that saved payment method will appear on the “Payment Methods” tab of the building.
If the invoice is associated with an account, or a building that is part of an account, the save payment method will appear on the “Payment Methods” tab of the account.
Processing Back-end Office Payments
Within the “Payments Methods” tab on an account or building, back-end office users with the relevant user permissions can:
- View saved payment methods
- Delete a saved payment method by clicking the trash can icon
- Charge customer using a saved payment method by clicking “Charge”
- Add a new saved payment method
When a back-end office user wants to process a payment, they have two options: 1) to use an existing saved payment method, or 2) to add a new payment method and then to run the charge.
To process a payment using a saved payment method, the office user can select “Charge.”
From there, they can include any or all of the customer’s outstanding unpaid invoices in the payment, or process a non-invoice payment. (Selected invoices will be marked as “paid.” The total for the payment will be the sum of the invoices.)
The back-end office user then needs to confirm they agree that they have authorization to process the payment. (It is the responsibility of the Inspect Point user to ensure this is obtained. Inspect Point does not facilitate/oversee agreements between Inspect Point users and their customers. See the "Authorization Form" PDF in the Attachments area at the end of this page for a sample form you are able to use.)
Adding a New Saved Payment Method
As discussed, payment methods can be saved by the customer upon payment of an invoice; or, the back-end office user can add a payment method to an account or a building. Click “Add New Payment” method and then enter either the card information, or bank account information.
Once the payment method has been added, the user can then process a payment using the payment method. (Note: Payment methods cannot be edited. If you need to make a change, simply remove the old payment method and add a new one.)
Once a payment method has been added to an account, it can be used to process payments for any invoice that is either a) associated with the account, or b) associated with a building that is part of that account.
A payment method added to a building can only be used for that building.
Payments processed via the back-end will appear just like a payment made via an invoice. You can see all payments for the account/building in the “Payment History” table beneath the saved payment methods. And, you can see all payments in your Inspect Point instance by going to Analytics Report → Payment History.
Need help? Contact our Support Team at firstname.lastname@example.org or submit a support ticket through the "Submit a request" link above.