PAYMENTS

How to process transactions inside the software?

In starting a credit repair business one of the things that you wanted to know is how to process transactions with your customer. Inside the software, there are several ways to process billing.

To keep track of or perform transactions inside the software in return for the services or products you provide. Go to the dashboard menu then go to the billing section.

Then under billing go to payments.

You will be routed to the billing section where you can add and process various transactions.

You can always watch the training videos that we do have in here for your reference.

Using the dropdown menu, you can select a client.

Then next would be the payment processor which is authorize.net.

Then next you need to select the type of transaction you will record or process.

• Single Transaction
• Interval Billing
• Customer check transaction
• Customer cash transaction

SINGLE TRANSACTION

Under transaction type select single transaction then click proceed.

You can view your customer's billing address in a pop-up window that appears. As long as you have all the details in the customer information area, all the information about your customer will automatically populate in this section.

The client billing information is the next item in this section. If your customer went through the client auto signup for credit card authorization, the data under the customer billing will immediately populate. You can also select the service and put the fee.

You could click the edit button if you wanted to make some changes.

Then once you finalize everything just simply click the proceed button.

INTERVAL BILLING

Under transaction type select interval billing then click proceed.

Same with the single transaction if you have all of the details in the customer information section, and if your customer went through the client auto signup for credit card authorization, all of the information under customer billing and information will auto-populate. 

In this section is the interval billing setup.

Here is the subscription Interval.

The subscription interval means the following: Every means, every time you want to charge the customer if you have day selected this is how it looks like if you want to bill your customer every 160 days.

If you select the month instead of day, it would be like this if you want to bill your customer every 6 months.

Once you set up the subscription interval it would be the subscription duration. The first transaction will start when you set the start date. It will end if you set an end date. For occurrences, it will stop after a certain number of times.

Then once you’re done click the proceed button.

CUSTOMER CHECK TRANSACTION

Under transaction type select customer check transaction then click proceed.

Then a window will pop up where you can see the full name of your customer.

In this section, you need to select a service.

Then put the check number inside the text box.

You can also put the amount in this section.

Then you can also put some notes or descriptions inside the text box.

Once you’re done just simply click the save button.

CUSTOMER CASH TRANSACTION

Under transaction type select customer cash transaction then click proceed.

Then a window will pop up where you can see the full name of your customer.

In this section, you need to select a service.

You can also put the amount in here.

Then you can also put some notes or descriptions inside the text box.

Once you’re done just click the save button.

A requirement for starting a credit repair business is maintaining a record of your transactions. Because it will allow you to determine whether your company is doing well this month or year.