Work 365

Managing Customer Payments: Creating a Payment Profile

120 views February 14, 2019 October 29, 2019 0

Work 365 Version 2.0 enables Partners to manage customer payments, due to its integration with Authorize.Net, by charging customer invoices. To leverage this new functionality, follow these steps: 

    1. Method one: a Partner can manually create a payment profile [this method requires the partner to know customers’ CC information unlike method 2] 
    2. Go to Work 365 > Accounts and open the Account record for the customer. Hit the Create Payment Profile at the top.  Before an invoice can be charged, a customer Payment profile needs to be created. There are two methods for creating a payment profile: 
      1. At the Pop up, enter the customer details, and credit card information. And save. After saving you can verify the Payment Profile at Work 365 > Payment Profiles. The Payment Profile will look similar to this
    3. Method 2 [Recommended]A partner sends Payment Profile Request to customer, like the example below, that contains a link for the customer to securely enter in their credit card information.
      1. Go to Work 365 > Accounts and open the Account record for the customer. Hit the Create Payment Profile at the top.
      2. At the Pop up, enter the contact details to whom the secure link will be sent, and select the Profile Request tab. This is an email template that will automatically populate the customer’s name, and provide the profile link when the email is sent. The email alias that is used is the notification email alias specified in Work 365 Configuration > General > Email From. Hit Send Email and Save Button.
        1. [Please note: The template can be edited and the {Secure Link} placeholder can be moved around. But don’t change or remove the {Secure Link} placeholder]

      1. The customer will receive an email like this example. The link in the email will expire after the time specified in email., and can only be used once. After the profile is submitted, further attempts to use the same link will result in an error. If a customer needs a new Payment Profile, send a new Profile Request. 
      2. The link will direct the customer to this page where they will fill in their contact details, credit card information, and billing address.
      3. After the customer submits their profile, you can verify the Payment Profile at Work 365 > Payment Profiles. 
      4. After the payment profile has been created in Work 365, select this payment profile on the customer’s billing contract. Also, to auto charge customer’s invoices, set the Auto Charge field to yes on the billing contract. See Work 365 Billing Contracts for details.

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