Credit Card Processing
Accepting credit cards from your customers is easy with Time To Pet. Payments processed through Time To Pet are automatically applied to the customer’s invoices and if your account is connected to Quickbooks, automatically synced to Quickbooks.
In this article
Setting Up Credit Card Processing
The Credit Card setup can be accessed in your dashboard:
- Login to your dashboard.
- Using the sidebar navigation select “Settings”.
- Click the link labelled “Credit Cards” in the sidebar.
Accepting credit cards requires an account with one of our Supported Payment Processors. If you do not have an account with a supported payment processor we recommend using WePay. WePay offers both ACH/e-check transactions in addition to below market rates for Credit Card processing. ACH allows your clients to pay via e-check and costs about half as much as a standard credit card transaction. You can create an account in only a few minutes directly from the “CC Setup” tab.
The instructions vary for each payment processor. Follow the appropriate section for each processor below.
To get started, click the Connect with WePay button.
You can then login to your existing WePay account or create a new account.
Next, set up your WePay account by verifying your information and linking a bank account.
You can then chose whether or not you would like to accept Credit Cards, ACH/e-check or both. You can also set your Preferred Payment Type.
Time To Pet also provides support for the following payment processors:
To get started click the Stripe Button.
You will be redirected to a new page where you can sign in to your existing Stripe account or create a new one. After logging into your account (or creating a new one) you will automatically be redirected back to the “CC Setup” tab. And that is it! You are now ready to accept credit cards with Stripe.
To get started click the Authorize.net Button.
A new box will appear where you need to enter your “Transaction Key” and “Login Id”. Both of these values can be obtained from your Authorize.net Merchant Dashboard. More information on how and where to obtain these values can be found on Authorize.net’s website.
After entering your Transaction Key and Login Id click the “Save Details” button. We will verify your details and prompt you if there are any issues. Once your details have been verified you are ready to start charging credit cards with your Authorize.net account.
For maximum security Time To Pet requires that your Authorize.net account has the
Contact Information Manager (CIM) enabled. This free feature of Authorize.net allows for the utmost security and we will not let you link your Authorize.net account without it enabled. See instructions on how to enable CIM here.
To connect your Sage account click on the Sage button.
A new box will appear. Enter your Merchant Key and Merchant ID which were supplied when you first setup your Sage account and can also be found in the Merchant Dashboard.
We will attempt to make a connection to Sage to verify your credentials. We will report any issues. Once connected you can begin making charges through your Sage account immediately.
Charging A Customer’s Credit Card
To charge a customer’s credit card first navigate to their profile page from the Administrator’s dashboard.
- Login to your dashboard.
- Using the sidebar navigation select “Client” -> “Client List”.
- Click the name of the Client you wish to charge.
- Alternatively use the search bar next to your notifications icon to find your customer.
- If you have linked to a payment processor successfully you will see a new option under Quick Actions -> Charge Client (this option is not available for Paypal).
- You will be taken to the Customer’s payment page. On this page you will notice three separate tabs.
Payment – Contains a list of all invoices that still require a payment.
Payment History – See a complete list of all payments this client has been charged.
Card Management – Manage the list of saved card details for the customer.
Charging the Customer’s Card
A charge must be applied against one or more invoices. You will notice the payment tab lists all of the client’s unpaid invoices. To start set the amount to apply to each unpaid invoice.
Once you have set the amount to pay on each invoice, click “Proceed To Payment Details”.
If the customer has saved cards, you can select that card or enter a new card’s details. When ready to submit the payment click the submit payment button.
Customers Can Submit Payment From Portal
You do not have to submit payment for all of your clients. That would be time consuming and tedious. Client’s can submit their own payments from their portal. Just like in the admin dashboard they can apply payments to one or more invoices and can use saved card details or enter new ones.
Supported Payment Processors
Time To Pet currently integrates with the following Payment Processors.
A Note on Credit Card Security
Time To Pet never stores or logs any of your customer’s credit information (other than the last four digits). We only integrate with payment processors that support remote storage of credit card information for the highest level of security. In other words all of your customer’s credit card information is handled by your payment processor and not by Time To Pet. This limits both Time To Pet’s and your liability.