You can enable D-Tools payments whether or not you have enabled any third-party integrations, such as ProPay, Stripe, or Clover Connect. However, if you have enabled any of the third-party integrations, consider the following before enabling D-Tools Payments:
Enabling D-Tools Payments will automatically disable the currently enabled third-party integration. You can still collect payments pending from your customers through the third-party integration. However, because the third-party integration is disabled, Cloud cannot mark payments as “Paid,” and their payment statuses will not synchronize with the Accounting integration if you have one enabled.
Plan to phase out the collection of pending payments using the currently enabled integration. You can get a list of “Requested,” “Due,” and “Overdue” payments under Finance > Billing by filtering the payments by their statuses.
To enable D-Tools Payments, you will need to be in the Administrator group or a group with Manage Payments permission.
The enablement also involves a Merchant Onboarding process, during which you will need to provide some information about you and your business. We recommend that you refer to the Merchant Onboarding Checklist to keep the required information handy and thus speed up the onboarding.
Do the following to enable D-Tools Payments:
1/ Go to Settings > D-Tools Payments in the left navigation menu.
2/ Click “Set Up Now,” and this will open a modal with the onboarding checklist displaying all the information you need to enable D-Tools Payments successfully.
3/ Select the Other Payment Integrations check box to confirm that the current third-party integration, if you are using one, will be disabled when D-Tools Payment is enabled.
4/ Click “Begin Setup,” and this will start the 6-step onboarding process.
In step 6 of the onboarding workflow, you can link your Bank Account and Routing Number via Plaid to fast-track the D-Tools Payments onboarding process.
Check out this article for more details.
Once your application is complete, our system will review the information you submit. If further information or documentation is required, we will email you to review your application and provide the necessary information. You can click “Review Application” and “Submit Documentation” to submit the required information.
You will receive an email every other day for 30 days after you have initiated but not completed the onboarding.
Once you complete the onboarding, D-Tools Payments is enabled, and you can use it for collecting payments.
You will see a “Payment Settings” button to configure the payment settings for the
D-Tools Payments functionality.