Once you enable D-Tools Payments, you will need to configure the payment settings to use it.
To configure the payment settings, click "Payments Settings" under D-Tools Payments. You will see the Payment Settings page.
Here is the description of the different areas on the Payment Settings page.
Transaction & Deposit Fees
This area displays the transaction fees and deposit fees charged to the customer for project, call, and contract payments.
With D-Tools Payments and QuickBooks Online integration enabled, you can further simplify your accounting by activating the "Transaction Fee" automation.
Check out this article for more details.
Payment Methods
This area lists the payment methods available to customers.
You can turn a payment method ON or OFF for your customers and drag it up or down to set the display order in quotes and invoices.
Quote Deposit Default
Here, you can set deposit collection to ON or OFF when the customer accepts the proposal via the Proposal Acceptance workflow.
If you set it to ON, deposit collection is turned ON by default in quotes.
If you set it to OFF, deposit collection is turned OFF by default in quotes.
You can turn deposit collection ON or OFF at the quote level, regardless of whether you turn it ON or OFF here.
Notification Preferences
Here, you can add Cloud users to a specific notification group. This group will receive in-app and email notifications when transactions fail. They can investigate such instances or contact the D-Tools Cloud Support team for further assistance.
Accelerated ACH Deposits
Here, you can enable Accelerated ACH Deposits to receive qualified ACH payments to your bank account the next business day.
Check out this article for more details.
Convenience Fee
Here, you can enable a 3% convenience fee on debit and credit card payments collected for projects, service contracts, and service calls.
If you enable convenience fee collection, you need to offer ACH as a payment method so customers can pay without the fee.
You will need to review independently to ensure that collecting convenience fees complies with all applicable local, state, and federal laws and regulations set forth by credit card networks.
With D-Tools Payments and QuickBooks Online integration enabled, you can further simplify your accounting by using the "Convenience Fee" automation.
Check out this article for more details.
Automatic Payment Collection
Here, you can enable the Auto Pay feature to automate the collection of recurring service contract payments for all your contracts.
Check out this article for more details.