Payment Automation Options

Review the following options for payment automation & discuss the best options with your Ordway representative. 

Customer Portal provides a login for your end customers to be able to view their invoices, payments, credits, usage, etc and make payments, update their payment info etc.

• Read more here: Customer Portal Features

Credit Cards info entry: We can do a 1 time blast to request payment info from all customers (once Ordway is integrated with a payment gateway), and then as invoices get generated/emailed, we update the email template and invoice PDF to include a button to "Pay Now", where they can enter the credit card/make payments. 

• Read more here Request Payment Method & Request Payment Method Template 

You may also be able to directly load the credit card info into the payment gateway which would generate a Payment Gateway ID for each customer. We can then load those Gateway IDs into Ordway for those customers so then the Ordway customer would be linked to the gateway customer.

• Ordway doesn't actually store any of the payment method info - only passed through from the gateway.

Credit Card entry level: The payment method should generally be at the customer hierarchy that receives the invoices. That way when the customer receives the invoice, the payment method will be at that customer level and they will be able to pay (or you can auto-charge them).

Auto-Pay: Ordway has a flag at the customer level for "Auto-Pay" which will auto charge a payment method when:

1. Auto-Pay is enabled.
2. Customer has payment info in the system
3. A balance becomes due
4. You have a daily scheduled payment run enabled. Most clients who process electronic payment have this. Each day ordway does a 'payment run' that will actually generate the payments automatically if the above 3 are true.

Read more here: Auto-Pay & Auto-Apply Explained

Manual payments from customer: If you or the customer don't want a customer on auto-pay (auto-pay disabled), then their payment method will not be automatically charged from the payment runs. They must click ‘Pay Now' on the invoice email or PDF and will be able to pay from there. Read more here:  Create a Manual Payment

Manual payment: If a customer has a payment method on file, you can "generate payment" which will generate a payment for them.

Generating payment for past due invoices: As long as the customer has a payment method on file, you can generate a Payment Run to generate a payment for all past due invoices. Read more here: Payment Run Basics

You can run credit card processing for 1 customer, all customers, or any filterable field at once.

Out of the Box Payment Gateways include PayArc and CardConnect.