In this article, we will cover the new Website Payments Page which is available to all Payment (i.e. Stax) clients.
Utilizing this new feature will allow you to have a constant payment webpage available to your customers. The payment page website link can be used on your website, included in emails or printed on invoices themselves.
NOTE: Payments made on this page will not be attached to a specific account, invoice, etc. However, information in the Stax portal can be used to reconcile against the corresponding QuickBooks record.
Once you have logged into your Stax Merchant account, click the “Apps” option on the left hand panel.
Then select “Website Payments”.
A window will appear where the user will need to confirm that they wish to “Launch”.
Once launched the user will be provided with some additional options to customize the Payment Processing Website as needed.
To review the pre-built template, click the “Preview Page” button.
Another window will open and the user will be taken to the pre-built page for processing payment.
Returning to their merchant account, if the user would like to edit any of the details they will click “Edit Details”.
Here the user can adjust if they wish to have a a page note or success note when payment is submitted.
To add a custom field to the webpage, use the “Website Payments Custom Fields” section.
We recommend creating a custom field for an invoice number, contract/estimate number, or perhaps a visit # so the payment is able to be clearly associated with the appropriate service or QuickBooks entry.
Once the Payment website is all set up to your liking, use the link in emails, on invoices, or copy the HTML to add to your website.
Once payment is submitted, simply match the payment to the invoice or visit # in order to confirm the service has been paid for.
Payments submitted via the Website Payment Page are not automatically connected to FieldCentral or QuickBooks accounts, invoices, etc. However, the Stax portal has tools that help to reconcile these online payments against QuickBooks.
In the Stax Merchant account, navigate to the Payments page. Notice that all payments processed via the Website Payment Page will be denoted with a Source of ‘Website Payments’ along with a unique globe icon. The other Source is ‘Virtual Terminal’
Use the Filter button to only display the records with Source = ‘Website Payment’.
Once the filter is applied, click on the ‘Export’ button to download a CSV file with the payment transaction information. You can use that data to account for these payments in QuickBooks.
