As with many features of our software, our billing system maintains a level of flexibility to satisfy a variety of needs. In addition to charging credit cards, our Integrated Billing System allows you to process One-Time and Recurring fees, Charge customers for message credits, produce invoices, limit access to accounts based on plans and message credits, and more. Use this overview to familiarize yourself with our billing system and explore your options.

PAYMENT GATEWAY

Authorize.net is the only payment gateway available to charge credit cards with the Integrated Billing System. If you would like to charge credit cards but do not have an Authorize.net account, please contact your payment processor or visit https://www.authorize.net/.  

Your Authorize.net account contains 2 API credentials & keys our system requires for your registration settings to allow you to charge credit cards with your account:

• API Gateway Login Key

• API Gateway Transaction Key

You’ll find the required keys by logging in to your Authorize.net account and going to Account > Settings > API Credentials & Keys. Once you have your keys, proceed to the Registration Settings document to activate your payment gateway.

Invoices Only

If you have an alternate billing system you prefer to use, an existing QuickBooks set-up that works for you, or a preference or need to generate “invoices” instead of credit card charges, you’re in luck. You can use our billing settings to generate invoices for the same one-time and recurring fees and services. This process is explained in Registration Settings and Client Credit & Billing Preferences. 

ACH Payments

Electronic payments that debit directly from customers’ checking accounts are not supported by the billing system at this time but can still issue message credits and invoices using the Invoice feature.

Step 1: Activate the payment gateway for your account: 

Step 2: Create items and packages to be applied & charged to your clients via credit card or invoice:

Step 3: Register and charge a new user:

To manage the billing system, message credits, auto-bill, and overdraft for a client: 

To apply and charge a plan to an account that has already been registered, or to change the items and packages that have been applied to your client’s account:

To update a client’s payment profile and, or, reprocess a declined credit card payment: