Inspect Point Payment Settings

Once payments are turned on in your account, you will have access to a "Payment Settings" page.

Before you can take payments, you need to provide a refund policy and terms & conditions which will be linked from your invoice/"Pay Now" form.

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Other settings are as follows:

• Enable Invoice Payments - This must be turned ON to take payments on invoices. When enabled it shows the credit card / ACH payment options on invoices.

• Enable Backend Payments - This turns on the back-end “charge” functionality, meaning users with the “Manage & Process saved payment methods” permission turned ON (on their back-end user profile) can do the following:

  • Charge customers on a specific invoice, proposal, inspection or work order, using a saved payment method or entering a new one

  • Charge customers via account/building page, selecting 1 or multiple invoices to pay, or processing a one-time/Pay Now payment, using a saved payment method or a new one

• Enable Pay Now in the Field - Allows technicians to access the "Pay Now" link from their iOS device.

• Show Pay Now in Customer Portal - This provides a sidebar link to the "Pay Now" form. NOTE: This will allow customers to pay without linking invoices, and may require manual reconciliation.

• Enable Proposal Deposits - Turns on the ability to require a down payment or payment method on file to accept a proposal. Additional settings can be configured on individual proposals.

• Proposal Deposit / Payment Method Note - Once deposits are on, customers you can add optional text that appears near the deposit area.

• Payment Activity Notifications - These emails are CC’ed on the payment confirmation email that goes to customers after they make a payment. Multiple email addresses can be added, separated by commas.

Settings available when enabled by your Customer Success Manager:

• Enable Credit Card Convenience Fee - This passes on the credit card transaction fee to the end customer.

• Enable ACH Convenience Fee - This passes on the ACH transaction fee to the end customer.

• Enable ACH Only Payments - This tuns OFF credit card payment options. 

Have questions, or need support? Contact us at support@inspectpoint.com.