Made note that we're using stripe now

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2024-08-01 09:22:14 -04:00
parent 4556db4700
commit 308b8e1de5
+11
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@@ -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! ## 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# NOTE: Just about everything that comes after this is no longer valid now that we use [Stripe](https://stripe.com) for payments!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 ## ACH Billing
* Agape * Agape
@@ -132,6 +134,15 @@ Next, check Reports | Memorized Reports | Customers | Open Credits and apply any
* Business Checking * Business Checking
## Credit Card Billing ## 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 ### Automatically billed through Intuit Recurring Payments
* Audioscience * Audioscience