With Ascora, you can process Credit Card payments in the field via the mobile app. To activate this feature, you must first set up some settings in Administration → Payments & Tax.
1. Go to Administration → Payments & Tax.
2. Under Payment Methods, you can adjust credit card surcharges and set up your surcharge income account code.
In this example, we edit Mastercard as one of our payment methods by clicking Edit.
3. Another screen appears for us to set up some details. Tick the box beside Mastercard, enter your surcharge amount, surcharge percentage, and select your surcharge income account code.
Once done entering the details, click Save.
Note: Once the surcharge is set on the Payment Method, you'll find that the surcharge will be calculated once a Payment Amount has been entered when processing a payment.
We support three payment gateways namely; Eway, Virtual Payment Client (MIGS), and Stripe.
You'll need to sign up with a merchant account from Eway.
Once you already have your account set up, enter your API key, Password, and Client Side Encryption Key as shown in the example below.
Once you already have your account set up, enter your Merchant ID, Access Code, and Secure Hash Secret.
With Stripe, you need to complete the integration by clicking Connect to Stripe.
Sign in into your Stripe account and complete the set up.
We've now completed the steps in setting up Payment Gateway and mobile app users can already start accepting Credit Card payments on site.
1. On your mobile app, Go to Invoices and look for outstanding invoice with payment that you need to process.
2. Tap Summary and then Add Payment. On the next screen, enter the payment details such as payment method, payment date and amount. Once done, tap OK.
1. Tap Menu and then Invoices.
2. Search for the invoice and tap it to open the Invoice Details screen.
3. From the Invoice Details screen, scroll down to reveal the Add Payment button and tap it.
4. Enter the necessary details such as Payment Date, Payment Method, and amount. On the right part the screen, enter the Credit Card Details and once done, tap Save.
1. Access your customer invoice from the Invoice tab or from the Customer tab and click on Payments tab and + Add Payment.
2. Enter the required information such as Payment Date, Payment Method, and enter a certain amount or click Pay in Full if customer is paying the full outstanding balance.
Once ready to proceed with payment, click on Save.
You can also include a link in the Invoice email which would allow your customers to pay online directly.
NOTE: To confirm that a credit card payment has been successfully processed, you'll see a note stating "This payment has been processed. Only comments may be altered" and all other information except comments are locked for editing.
In the following example, a credit card payment of $2,126.80 has been successfully processed.
To set up Email Templates go to Administration → Email Templates.
1. Select Invoice from the drop down menu and select the invoice template that you need to edit and in this example, we select the template called New Invoice Template.
2. Under Email Fields, scroll down and look for Invoice Link and click it.
3. The following screen appears for you to enter a Text and in this example, we enter the text PAY NOW.
Click Insert to proceed.
4. We've now added an invoice link to our invoice email template which the customer can click to make an online payment.
5. Once invoice is sent via email, your customer can click on invoice link and be able to enter their Credit Card details online.
Below image is what the customer sees after clicking invoice link and then PAY NOW button.
You can access a quick tutorial video to learn more about the settings in Administration → Payments & Tax
https://www.ascora.com.au/Portal/TrainingVideos/VideoViewer/Admin-Accounting-PaymentsandTax