Fishbowl Payments: Difference between revisions

Revision as of 13:29, 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.
The first time you open the module, you will have the option to create a new account or use an existing account.
If you already have an active Fishbowl Payments account, click Enter credentials here and skip to the Approved section below.
If you don't have a Fishbowl Payments account, click the big blue button to get started.
If needed, modify the pre-populated data in the form 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 a link to provide the 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 payments in Fishbowl will be processed using the Fishbowl Payments gateway.
File:Stax Pay payment.png
Cards can be securely remembered by selecting Store Card on File after entering the card details. That card will then be viewable on the Card on File tab of the Customer module and can be selected when processing future payments.
File:Stax Pay stored card.png
You can also generate payment links to send to your customers, or include on invoices and reports.
You can manage your payments on the Dashboard tab, and configure additional options on the Settings tab.

Payment links

To enable payment links, open the Payment Gateway module, click the Tools menu at the top, select Module Options, and then verify that Enable Payment Links is checked.
File:Stax Module Options.png
- Allowed Payment Methods - Users can define what type of payment methods their customers can use when a payment is taken online.
- Allow Partial Payments - Users can allow their customers to make partial payments on the online payment page. This gives the customer the flexibility to pay at different times.
- Allow Tips - Users can allow their customers to add a tip to their payment.
- Time of Day - Users can select a specific time of day that they want payment data retrieved from the payments portal and imported into Fishbowl Advanced. Users can also manually run the scheduled task in the Schedule module at any time.
- Payment Method for Imported Payments - All imported payments will be classified as the selected payment method in Fishbowl Advanced.
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.

@@ Line 2: / Line 2: @@
 ==Getting started==
 # Expand the '''Integrations''' module group and then open the {{Module|Payment Gateway}}.<br>[[File:Location Fishbowl Payments.png]]
-# The first time you open the module, you will see an option to create a new account, or use an existing account.<br>[[File:Fishbowl Payments first time.png]]
+# The first time you open the module, you will have the option to create a new account or use an existing account.<br>[[File:Fishbowl Payments first time.png]]
-# If you already have an active '''Fishbowl Payments''' account, click '''Enter credentials here''' and skip to the [[#Approved|'''Approved''' section]] below.<br>[[File:Stax Pay setup.png]]
+# If you already have an active '''Fishbowl Payments''' account, click '''Enter credentials here''' and skip to the [[#Approved|'''Approved''' section]] below.
 # If you don't have a '''Fishbowl Payments''' account, click the big blue button to get started.
-# Verify the pre-populated data in the form and then click '''Sign Up'''.
+# If needed, modify the pre-populated data in the form and then click '''Sign Up'''.<br>[[File:Fishbowl Payments Sign Up.png]]
-# A browser window will open. Click '''Reset your password''' and then enter the email address from the previous step.<br>[[File:Stax Pay reset password.png]]
+# 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.<br>[[File:Fishbowl Payments reset password.png]]
 # You will then receive an email that allows you to create a new password and begin your application.
-# {{anchor|Status}} The current status of your application will be displayed inside Fishbowl.<br>[[File:Stax Application Status 1.png]]
+# The current status of your application will be displayed on the '''Gateway''' tab where you can click a link to provide the requested information.<br>[[File:Fishbowl Payments Application Status.png]]
-# If the '''Underwriting Status''' is marked as '''Pended''', please click the provided link to add the requested information.<br>[[File:Stax Application Status 2.png]]
 # When the '''Underwriting Status''' is '''Approved''' and the '''Account Status''' is '''Active''', you're ready to continue.
-== Approved ==
+==Approved==
 * After your account is approved, [[Sales_Order#Take_a_payment|credit card payments]] in Fishbowl will be processed using the '''Fishbowl Payments''' gateway.<br>[[File:Stax Pay payment.png]]
 * Cards can be securely remembered by selecting '''Store Card on File''' after entering the card details. That card will then be viewable on the '''Card on File''' tab of the {{Module|Customer}} and can be selected when processing future payments.<br>[[File:Stax Pay stored card.png]]
 * You can also generate [[#Payment links|payment links]] to send to your customers, or include on invoices and reports.
-* Your connection information will be entered automatically into the '''Setup''' window, which can be viewed by clicking the large '''Fishbowl Payments''' button on  the '''Gateway''' tab.<br>[[File:Fishbowl Payments button.png]]
+* You can manage your payments on the '''Dashboard''' tab, and configure additional options on the '''Settings''' tab.<br>[[File:Fishbowl Payments Settings.png]]
 ==Payment links==
 * To enable payment links, open the {{Module|Payment Gateway}}, click the '''Tools''' menu at the top, select '''Module Options''', and then verify that '''Enable Payment Links''' is checked.<br>[[File:Stax Module Options.png]]
 ** '''Allowed Payment Methods''' - Users can define what type of payment methods their customers can use when a payment is taken online.
@@ Line 32: / Line 30: @@
 * There is a setting on the '''Optional''' tab of the [[Advanced_Reports#Sales_Order_Report|Sales Order Report]] to hide or show the '''Pay Online''' button.
 * The payment link can also be copied and manually sent to customers.<br>[[File:Payment Link.png]]
-==Troubleshooting==
-During the [[#Setup|setup process]], your Fishbowl Payments account information is automatically copied into the '''Setup''' window. Below are the steps to manually find this information.
-# If you need to manually obtain your Fishbowl Payments account information, click [https://app.staxpayments.com/#/settings/account here] to open the '''Settings''' > '''Account''' tab in your '''Fishbowl Payments''' portal.<br>[[File:Stax Pay Merchant ID.png]]
-# Copy the '''Platform ID''' and paste it into the '''Merchant ID''' field in Fishbowl.
-# Click [https://app.staxpayments.com/#/apps/apikeys here] to open the '''Apps''' > '''API Keys''' in your '''Fishbowl Payments''' portal.
-# Click the '''ADMIN''' button to expand the '''main-key'''.<br>[[File:Stax Pay Key.png]]
-# Press the '''Copy''' button and paste the key into the '''API Key''' field in Fishbowl.
-# On the same page of your '''Fishbowl Payments''' portal, copy the '''Web Payments Token''' and paste it into the '''Payment Token''' field in Fishbowl.