📄️ Adding a Credit Card Payment Type
In this section, we’ll cover instructions for creating credit card Payment Types. You can configure credit card Payment Types to calculate an "upcharge" automatically when the Payment Type is applied to the invoice. Credit Card Upcharges are used to recoup credit card fees charged by the payment processor.
📄️ Adding a Debit Card Payment Type
Follow these instructions to add a Payment Type used for accepting debit cards in EPASS Pay.
📄️ Adding a Pre-Authorization Payment Type
Running a pre-authorization in EPASS is used to verify the authenticity of the customer's credit card. It is not used to create a temporary hold for a specific payment amount.
📄️ Adding Automatic Clearing House (ACH) Payment Type
EPASS Pay supports direct payments via ACH. Before using ACH as a payment type with your customers, there are several initial setup steps that must be completed. This guide walks you through setting up and taking payments with ACH.
📄️ Adding an ACH Authorization to a Customer Record
Before using EPASS Pay ACH to take payments, you must have a signed ACH Authorization form on file between your business and your customers.