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ID669 - Online Payments Overview & Sample:

CEOJuice Online Payment Portal for our clients customers to pay your invoices online

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Overview

Overview

As a technology company, your customers expect to be able to pay your invoices online easily and with multiple payment options. ID669 will allow you to offer credit card for a fee, and ACH for less than the cost of a stamp. 

CEOJuice have partnered with www.nmi.com to implement this platform, and CEO Juice clients will need to onboard with NMI.

We will add a link to pay an invoice as an invoice is generated in eAutomate and emailed out, and include the same link on ID800 as an invoice becomes past due.

Click here for how your customers user would register for an account, view and pay an invoice, schedule autopay and store payment info.

Click here for the ACH credit application, here for credit card.

CEO Juice has implemented this for all our clients to pay our monthly invoices online, go to https://payments.ceojuice.com and search for your open invoices or email ar@ceojuice.com and we will email you a link to an open invoice.

Run Schedule:  N/A

Type of Output: Various: URL browser and email

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Sample

Sample

 Interact with a live 'test' invoice here 

Sample of payment screen your customers would interact with when sent a link to a specific invoice

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Create an account to: login, store payment info and schedule autopay

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Landing Page can be customized with logo and colors

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Search for an invoice with no login (must have invoice #, due date and post code)

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Storing payment info and scheduling autopay

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Variables

Variables

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Variable 1: Branches for the sync to trigger on, leave blank for all

Variable 2: Country Codes

Variable 3: Customer Types to include, separate list of multiple with comma or leave blank for all.

As of Revision 20231107 : enter BLANK in variable to include Customer Records with NO Customer Type listed.

Variable 6: Set customer number to exclude them from this process, separate multiple customers by a comma

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Alert Functionality

Alert Functionality

  • We have partnered with www.nmi.com, CEO Juice clients will need to onboard with NMI. Click here for the credit application.
  • Landing pages can be branded to your color schemes
  • Rates are $0.25 per transaction for ACH and 3.5% for credit cards. It costs approx. $0.80 to "snail mail" one invoice, details!
  • The invoice is marked as paid in eAuto and we reconcile the deposit and the fees.
  • You can set a specific % rate or exclude a customer from any transaction fees by assigning a specific custom property to the customer record
  • It is your responsibility to check with your state to confirm this is legal for your company
  • Your customers can choose to just pay the emailed invoice, or they can create an account, login to view and pay all open invoices, and store payment details.

Screenshot_2023-05-31_at_2.08.14_PM.png

A customer can also go to https://payments.ceojuice.com and search for an invoice.

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  • Our process ID800 already emails your invoices to your customers as they become past due, we are in the process of expanding that to allow you to also send the invoice when it is created and include a link with a 'click here to pay this invoice'. We can also add a barcode onto the invoice to pay.
  • In addition to sending the invoice with a payment link when created, we can attach a payment link on all our past due statements to your customers, ID213.
  • An email will be sent to your customer to confirm their auto pay is set up, email the day before their auto pay runs as a reminder.
  • Our process will also email then when a payment is processed. There will be an option to include a survey link to the payment has been processed email.
  • We are starting this with our USA clients, looking at Canadian clients after that.
  • Click here for how your customers user would register for an account, view and pay an invoice, schedule autopay and store payment info.

NOTE: Can your state recover credit card fees? That is up for debate in many states and the best option is to call your credit card processor. **This is YOUR responsibility to confirm the rules in your state**

Here is a good article; the takeaways we had:
U.S. merchants won the right to start charging fees on credit card payments on Jan. 27, 2013. This came after a class-action lawsuit by merchants who wanted to charge fees to compensate for increasing credit card processing fees.
Credit card surcharges are legal in the U.S., except in states which prohibit them
There are currently two states with active laws prohibiting these fees: Connecticut and Massachusetts.
Additionally, the maximum surcharge is 4% of the transaction amount or the cost of accepting that credit card as a payment method — whichever is lower.

Here is what the BTA attorney Robert Goldberg said when we had conflicting info on New York state;

"I see conflicting advice, but one must look at the most recent pronouncements:
What states can charge the credit card surcharge 2022?
• California
• Florida
• Kansas.
• Maine
• New York
• Oklahoman
• Texans
• Utah

In the following states, anti-surcharging laws remain on the books but are unenforceable due to recent court decisions:
• California
• Florida
• Kansas
• Maine
• New York
• Oklahoma
• Texas
• Utah

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Best Practices & Tips

Best Practices & Tips

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Related Alerts

Related Alerts

ID213 - email customers past due mini statements

ID437 - Email Invoices from Document Queue

ID800 - email past due invoices to your customers

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Webinar

Webinar

Webinar Recorded October 5, 2023

 

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