As this is a demonstration account, we will show you the process of adding card details to a client record, and then show you via a video how the batch payments process works.
Task:
Navigate to "Clients"
Select "Clients"
Open a client card record by pressing on the name
Click on the "Billing details" tab - This is where you add credit card detail from your clients to be used to process payments on their behalf
Select "Update details" in the "General settings" tab once you have made the updates required
Navigate to "Cash flow"
Select "Batch payments"
Click "Add group" at top right of the page
Enter the name of your payment group, ie: "Monday"
From the drop-down "Clients" menu, select a client, and click "Add client"
To add more clients, continue selecting them and clicking "Add client" - Once all of the relevant clients have been added, click "Create". Now you have created the batch payment group
To proceed with a payment, click "Make payment" on this page
Select the date range of the payment period, ie: if this is a Monday payment frequency, the date range would be last Monday to this Monday, etc.
You will now see displayed a total balance of what the client owes for that period. If you need to add more clients to this payment group, click "Add client" at top right. Once you are happy with the amounts to be charged and the clients included, click "Proceed payment". This will process the payment
You will be taken back to the "Batch payments" page where you will now see the "Payment history" section at the bottom of the page. As the payment is successfully processed, you will see the banners change from "Processing" to a green "Completed" banner, displayed in the "Status" column. If a payment fails, you can see the reason why and are able to reprocess that payment easily.
Once the payment has successfully processed, the system will produce a report for you and will send automatic payment emails to those clients if you wish. We can also send a payment failed email to clients.
