From 308b8e1de5afdc2a35989106bfef7f8919833d99 Mon Sep 17 00:00:00 2001 From: Eric Loyd Date: Thu, 1 Aug 2024 09:22:14 -0400 Subject: [PATCH] Made note that we're using stripe now --- Billing.md | 11 +++++++++++ 1 file changed, 11 insertions(+) diff --git a/Billing.md b/Billing.md index 7cb3ec2..6aecb26 100644 --- a/Billing.md +++ b/Billing.md @@ -80,6 +80,8 @@ Next, check Reports | Memorized Reports | Customers | Open Credits and apply any ## BE SURE TO CHECK [FORMSITE](https://www.formsite.com/) FOR UPDATED CC/ACH INFORMATION! +# NOTE: Just about everything that comes after this is no longer valid now that we use [Stripe](https://stripe.com) for payments! This section needs to be updated. + ## ACH Billing * Agape @@ -132,6 +134,15 @@ Next, check Reports | Memorized Reports | Customers | Open Credits and apply any * Business Checking ## Credit Card Billing +Note - effective Feb 28, 2024 we are moving away from Intuit financial services. Automatic billing has been disabled as a result. Billing is now done through Stripe. For whatever reason, going to "Create Payment" and entering customer information does not allow us to choose the customer's default payment option. We must start from the Customer page and create payment from there. + +* Log in as eric@bitnetix.com (need Google Authenticator from phone) +* Go to each customer's page +** Submit a payment for this customer with the correct amount using the default payment method +** Payment description is "SmartVox Monthly Phone Service" +* Repeat for each customer + + ### Automatically billed through Intuit Recurring Payments * Audioscience