paya Click2Pay Software Instructions

paya Click2Pay Software

Processing within QuickBooks Online using Click2Pay

• Log into your QuickBooks Online account at https://accounts.intuit.com/index.html
• Once logged in, you should be on the home or dashboard screen.
• Click on the + New button at the top of the left menu bar to create an invoice on your customer’s account.
• The following pop-up window will be displayed on the screen. Select Invoice under the Customers list.
• A blank invoice will appear on the screen to be filled out.
• Create your customer’s invoice by filling out all the required fields and click on Save at the bottom of the screen.
• Close the invoice at the top right-hand corner of the screen by clicking on the X.
• You should now be back at the home or dashboard screen of QuickBooks Online. Next, click on Get paid & pay from the menu bar on the left-hand side of the screen.
• Search for the customer on the Get paid & pay screen as shown below. Click on the name of the customer to view their invoices.
• Locate the open invoice you just created for the selected customer. Click on an action you would like to complete to send the invoice to the customer. The invoice can either be printed and emailed to the customer or you can copy and paste the payment link within an email template.
• The customer should receive an email with the attached invoice if that was the option selected or with the payment link pasted within an email template.
• The payment link is found on the invoice within QuickBooks Online. Copy the payment link to be pasted within an email template that will be sent to the customer.
• The customer will need to click on the payment link at the bottom of the invoice or within the email to make a payment. Once the payment link is selected, the customer will be redirected to the secure payment page to make a payment. This payment page can be rebranded for your company, if desired.
• The customer will review the invoice and click on the Pay Here button to make a payment on the invoice.
  • If the setting to allow customers to create a Click2Pay account is turned on, then the customer will be able to click on the link below the Pay Here button to create an account or sign in to Click2Pay to pay future invoices or pay multiple invoices at a time.
  • If the setting to allow customers to create a Click2Pay account is turned off, the payment link is anonymous and the customer will not be able to create or sign into a Click2Pay account. Only one invoice can be paid with the anonymous payment link.
  • The Click2Pay customer account setting, if turned on, will be available to all your customers. If you would like to provide to only a select few customers or only to a special group of customers, leave this setting off and manual create accounts within the merchant admin Click2Pay account. The instructions for this process will be shown towards the end of this document.
• The secure payment page is shown below. The customer will review the total amount due then choose their desired payment method.
• ACH (eCheck) and Credit Card are the payment methods available.
• Please note: ACH (eCheck) is only available if the merchant has been approved to offer this service to their customers.
• Once all required fields are completed and the Submit Payment button has been clicked, the following screen should appear. It should read Payment Successful!
• Close the payment confirmation window above to ensure the invoice shows status – paid and balance amount at $0.00. Then click on the View PDF File link to open the invoice.
• The PAID invoice is displayed.
• A payment receipt is automatically emailed to the customer if their email address was entered on the payment page or they have an email address on file.
• When viewing the invoice within QuickBooks Online, the status should change from Open to Paid and the Balance will show $0.00.
• Select the action of View/Edit to show the original Invoice. The Payment Status should display PAID at the top right-hand corner.
• PLEASE NOTE: Voiding or deleting invoices within QuickBooks Online does not void the payment from Click2Pay or from the customer’s bank account. This process needs to be completed within the payment gateway in order to provide funds back to the customer. \

How to Navigate to Click2Pay from QuickBooks Online

• Once logged into QuickBooks Online, you should be at the Home screen.
• Navigate to the Apps icon on the MENU located on the left-hand side of the screen. Click on the three lines and right arrow icon to expand the MENU if it is not present.
• The following app should appear on the screen once the Apps icon is selected. The app is named Click2Pay by Paya.
• Click on the Launch button to navigate to Click2Pay from QuickBooks Online.
• A new tab will open in your web browser to prompt you to log into your Click2Pay account. The website address is https://c2pweb.shawnburt.com/
• Enter your credentials and click on SIGN IN to open your Click2Pay account.

Create/Maintain Users within Click2Pay

• Access your Click2Pay account. The website address is https://c2pweb.shawnburt.com/

• Enter your Login credentials then click on SIGN IN.

• Once logged in, you should be at the Dashboard as shown below.

• Click on Users from the menu bar on the left-hand side of the screen.

• The following screen should appear. Click on the + sign at the top right-hand corner to add a new user.

• The following pop-up window will appear. Complete the required fields at the top of the screen.

  • Roles – 2 options:
    Merchant – access to your admin merchant account Merchant Customer – access to a customer account (this is how you create an account manually or on behalf of your customer)

• Click on Save once all fields are completed.

• The main user screen will appear. Click on the pencil icon next to the user(s) you just created to edit the user account.

• Click on the + sign under Merchants.

• If the user has a Merchant role, then select your Merchant name using the drop-down menu in the Merchant column as shown above. There should only be one merchant name listed unless you have more than one merchant account.

• If the user has a Merchant Customer role, then select your Merchant name and the Customer name using the drop-down menus in the Merchant and Customer columns as shown below.

• Once the Merchant and/or Customer has been selected, click on the button shown below.

• A confirmation pop-up window will appear. Select Yes to send the login credentials to the user.

• Click on Save at the bottom of the screen. You will then return to the main user screen.

• The user will receive the following email to complete the setup of their user account. The user will need to click on the Verify button to begin the verification process. Once this process has been completed, the user will have full access to their Click2Pay user account.

References

• Intuit Accounts - Sign In
• Click2Pay

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