AccountEdge Web Pay FAQs
- Can Customers Pay Me Online?
- Is Web Pay Secure?
- How Do I Disable Web Pay?
- What is Direct Pay?
- What Payment Methods Can My Customer Use to Pay Invoices?
- What Type of Merchant Account Do I Need for Web Pay?
- Which Invoices Can Be Paid Online With Web Pay?
- How Do I Print a Web Pay URL On My Invoices/Sales?
- How Does Web Pay Work?
- How Can I Set Up Web Pay?
- Can a Customer Pay Me with an ACH/eCheck?
- Can My Customers View/Print Their Invoices in My Account with Web Pay?
- Can I Void/Credit a Transaction in AccountEdge Connect?
- I'm Receiving an Invalid Page Return Error When Trying To Add a Credit Card - What Do I Do?
Can Customers Pay Me Online?
With the AccountEdge 2016 release, we’ve introduced a feature called Web Pay. This allows customers to log into a secure My Account page to view their open receivables and make a credit card payment against any open invoice.
Web Pay requires an AccountEdge Connect account as well as an AccountEdge Merchant Account for processing payments.
Is Web Pay Secure?
AccountEdge uploads open invoices to AccountEdge Connect using HTTPS to securely sync your invoices and payments. Customers log into a secure My Account site to process payments. When entering a credit card, they do so on a PCI-DSS Compliant secure hosted payment form hosted by our partner Forte Payments. Credit card details are sent securely and encrypted to the payment processor and are not stored in AccountEdge or AccountEdge Connect. If the customer elects to save their credit card details for future use, a token representing the card is returned to AccountEdge Connect and AccountEdge which is then used for future payments without the need to store a credit card number in your software or the AccountEdge Connect servers.
How Do I Disable Web Pay?
You can disable Web Pay by logging into AccountEdge Connect and going to Settings under General and use the option to turn off Web Pay. Once this is done, customers will not be able to log into their My Account page to view open invoices and make payments.
The next time you sync with AccountEdge Connect, AccountEdge will disable to setting in the desktop version of AccountEdge.
You can re-enable Web Pay in AccountEdge Desktop by going into the Setup > Web Pay menu and clicking next to get to Web Pay URL Setup step and clicking Enable. Then click Next to complete the setup. This will enable Web Pay within AccountEdge and AccountEdge Connect.
What is Direct Pay?
Direct Pay was introduced in AccountEdge 2018 and allows you to email your customer's a single invoice for payment. If you enable Direct Pay the customer will be able to pay the single invoice without having to create and log into an account.
What Payment Methods Can My Customer Use to Pay Invoices?
For customers to pay you online via Web Pay you will need an AccountEdge Merchant Account. You can sign up for the merchant account service using this link:
Once signed up, your customers can pay their invoices using Visa, MasterCard, Discover and American Express.
What Type of Merchant Account Do I Need For Web Pay?
For customers to pay you online via Web Pay, you will need an AccountEdge Merchant Account. You can sign up for the merchant account service using this link:
There are two different merchant account options offered. A standard merchant account or a flat fee merchant account. Please view the link above to learn about the different options.
Which Invoices Can Be Paid Online With Web Pay?
Any open receivable for an invoice or order can be paid online using Web Pay as long as they are in US dollars (AccountEdge 2016 Canadian edition once released will allow our Canadian customers to charge their customers in Canadian dollars).
Invoices created in AccountEdge Connect can also be paid.
When your customer views the list of open invoices after they log in, they can click on an open recievable to view a summary of the sale. If the sale was created in AccountEdge Connect the customer will see a full version of their invoice.
When you email an invoice from AccountEdge that has been selected to be a Web Pay invoice, the open receivable is automatically uploaded to AccountEdge Connect and the email sent will include a link for customers to use to log in and pay you online. Also, when you sync with AccountEdge Connect, all open receivables are sent up to AccountEdge Connect. Sales that were not selected as Web Pay sales are uploaded at that time so customers can pay off any open receivable.
If you are printing invoices from AccountEdge (Pro or Basic) you have the option to add a custom field to your printed invoice to provide a link for customers to use to log in to pay. The custom field is called Web Pay URL and is located in the Data Last Page section of the custom fields. You might consider creating a custom form just for using with Web Pay invoices.
How Do I Print a Web Pay URL On My Invoices/Sales?
In AccountEdge (Pro oor Basic) you have the option to add a custom field to your printed invoice to provide a link for customers to use to log in to pay. The custom field is called Web Pay URL and is located in the Data Last Page section of the custom fields. You might consider creating a custom form just for using with Web Pay invoices.
How Does Web Pay Work?
Web Pay allows your customers to pay off open invoices online through AccountEdge Connect. An AccountEdge Connect account is required for using Web Pay. You will also need an AccountEdge Merchant Account for processing credit card payments.
Any open receivable that is in US dollars (or Canadian dollars once AccountEdge Pro v2016 is available in Canada) can be paid online using Web Pay.
Once Web Pay is enabled in AccountEdge and AccountEdge Connect, when creating an invoice you have the option to set an invoice to be enabled for Web Pay. When this invoice is emailed to your customer, the email will include a link that the customer can use to log in and make a payment to any open receivable (even if the sale was not selected as a Web Pay sale). During the process of emailing the sale (or printing this sale), AccountEdge will send this open receivable to AccountEdge Connect automatically so that it can be paid online immediately without the need to use the normal sync feature.
The customer will create an account and set password for their account and once logged in they will see a list of open receivables.
You can also add a custom field to your sales for the Web Pay URL so that when printed the customer can see where they can go to pay off invoices online.
Sales created in AccountEdge (Pro or Basic) once clicked on in the customers My Account page, will display a summary of the sale. If a sale was created in AccountEdge Connect, once clicked, the user can see the full invoice. The customer will have the chance to pay off one or multiple invoices with a single payment. After a payment has been made, the customer can see a list of their online payments made.
Once paid, during your next sync, the payments will be synced to AccountEdge (Pro or Basic) and applied against the open invoices.
How Can I Set Up Web Pay?
You can set up Web Pay in AccountEdge Pro. Your settings will be synced up to AccountEdge Connect. You’ll need your AccountEdge Connect credentials as well as your AccountEdge Merchant Account credentials when setting up. You will be asked to choose a unique Web Pay URL name which will be used in the URL that your customers see.
Once this is setup, you can log into your AccountEdge Connect account and under the general settings you’ll see further Web Pay customization options including sending payment confirmation emails to you and your client when payments are made. You can customize the design of the My Account page with a logo and color scheme. Here you’ll also have the opportunity to change your company name and contact information that is displayed on the My Account page.
In AccountEdge Pro you also have the option to add a custom field to your sales forms to include the URL your customers can visit to make a payment online. This is helpful if you are printing out and mailing your invoices.
Can a Customer Pay Me with an ACH/eCheck?
No. Unfortunately, Web Pay only accepts credit card payments. We may introduce the ability for ACH/eCheck bank transfers in a future version.
Can My Customers View/Print Their Invoices in My Account with Web Pay?
Only invoices that are created in AccountEdge Connect can be viewed by the customer in full detail while logged into a customers My Account page. Invoices originally created in AccountEdge Pro or Basic are viewed in summary with their sale date, due date, amount open, original amount and terms.
Can I Void/Credit a Transaction in AccountEdge Connect?
Once a payment is processed either through a customer using Web Pay or by an AccountEdge Connect user via Customer Payment the payment can be voided. Once the payment has been synced to AccountEdge (Pro or Basic) you will need to void the transaction from AccountEdge in your desktop software.
You can process a credit/refund only in AccountEdge Pro or Basic after it has been synced from AccountEdge Connect.
I'm Receiving an Invalid Page Return Error When Trying To Add a Credit Card - What Do I Do?
This error is caused by missing a step in the Web Pay setup. This support article explains how to correct this error.