Fishbowl Payments: Difference between revisions
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# Expand the '''Integrations''' module group and then open the {{Module|Payment Gateway}}.<br>[[File:Location Fishbowl Payments.png]] | # Expand the '''Integrations''' module group and then open the {{Module|Payment Gateway}}.<br>[[File:Location Fishbowl Payments.png]] | ||
# If you don't have a '''Fishbowl Payments''' account, click the blue button to get started. If you already have a '''Fishbowl Payments''' account, click '''Enter credentials here''' and skip to the [[#Approved|'''Approved''' section]] below.<br>[[File:Fishbowl Payments first time.png]] | # If you don't have a '''Fishbowl Payments''' account, click the blue button to get started. If you already have a '''Fishbowl Payments''' account, click '''Enter credentials here''' and skip to the [[#Approved|'''Approved''' section]] below.<br>[[File:Fishbowl Payments first time.png]] | ||
# | # Make any needed changes to the pre-populated fields and then click '''Sign Up'''.<br>[[File:Fishbowl Payments Sign Up.png]] | ||
# Click '''Reset your password''' near the bottom of the browser window that opens.<br>[[File:Fishbowl Payments reset password link.png]] | # Click '''Reset your password''' near the bottom of the browser window that opens.<br>[[File:Fishbowl Payments reset password link.png]] | ||
# Type your email address that was entered previously and then click the '''Send Email''' button.<br>[[File:Fishbowl Payments reset password.png]] | # Type your email address that was entered previously and then click the '''Send Email''' button.<br>[[File:Fishbowl Payments reset password.png]] | ||
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The following options are available on the '''Settings''' tab of the {{Module|Payment Gateway}}.<br>[[File:Fishbowl Payments Settings.png]] | The following options are available on the '''Settings''' tab of the {{Module|Payment Gateway}}.<br>[[File:Fishbowl Payments Settings.png]] | ||
* '''Use Card on File''' - Allows | * '''Use Card on File''' - Allows cards to be securely stored for reuse (PCI compliant). | ||
* '''Show CVC''' - Enables a user to enter a CVC number when taking payments. | * '''Show CVC''' - Enables a user to enter a CVC number when taking payments. | ||
* '''Enable Payment Links''' - Allows users to generate a [[#Payment links|payment link]] for sales orders. | * '''Enable Payment Links''' - Allows users to generate a [[#Payment links|payment link]] for sales orders. | ||
Revision as of 15:06, 6 February 2023
Fishbowl Payments allows credit cards and ACH payments to be processed from within Fishbowl Advanced. Additionally, payment links can be included in emails and invoices.
Getting started
- Expand the Integrations module group and then open the
Payment Gateway module.
- If you don't have a Fishbowl Payments account, click the blue button to get started. If you already have a Fishbowl Payments account, click Enter credentials here and skip to the Approved section below.
- Make any needed changes to the pre-populated fields and then click Sign Up.
- Click Reset your password near the bottom of the browser window that opens.
- Type your email address that was entered previously and then click the Send Email button.
- You will then receive an email that allows you to create a new password and begin your application.
- The current status of your application will be displayed on the Gateway tab where you can click the link to provide any requested information.
- When the Underwriting Status is Approved and the Account Status is Active, you're ready to continue.
Approved
- After your account is approved, credit card and ACH payments will be processed using the Fishbowl Payments gateway.
- If Use Card on File is enabled on the Settings tab, cards can be securely remembered by selecting Store Card on File after entering the card details.
- Stored cards can then be viewed on the Card on File tab of the
Customer module and can be selected as the Method when processing payments.
- You can also generate payment links to send to your customers, or to include on invoices and reports.
Payment links
- To enable payment links, open the Payment Gateway module, click the Settings tab, and then verify that Enable Payment Links is enabled.
- To generate a payment link, open an issued sales order and click the
Payment Link button at the top of the module. A Pay Online button will then be added to the bottom of the Sales Order Report.
- The text of the Pay Online button can be customized on the Field Titles tab of the Sales Order Report.
- There is a setting on the Optional tab of the Sales Order Report to hide or show the Pay Online button.
- The payment link can also be copied and manually sent to customers.
Settings
The following options are available on the Settings tab of the Payment Gateway module.
- Use Card on File - Allows cards to be securely stored for reuse (PCI compliant).
- Show CVC - Enables a user to enter a CVC number when taking payments.
- Enable Payment Links - Allows users to generate a payment link for sales orders.
- Allowed Payment Methods - Users can select which payment methods are available when a customer utilizes the payment link.
- Allow Partial Payments - Allows customers to make partial payments using the payment link. If this option is disabled, the customer will need to pay in full.
- Allow Tips - Allows customers to add a tip when using the payment link.
- Time of Day - Allows the user to decide what time of day to import online payments into Fishbowl. Users can also manually run the scheduled task in the
Schedule module at any time. - Payment Method for Imported Payments - Allows users to determine how imported payments will be categorized in Fishbowl.