D-Tools

Introduction to the D-Tools Payments functionality

D-Tools Payments

Ashok P

Adam W Holden

Everything you need to know about enabling and using D-Tools Payments

FAQs: About D-Tools Payments

FAQs: Enabling D-Tools Payments

FAQs: Enabling Auto Pay

FAQs: Enabling D-Tools Payments automation features

FAQs: Using D-Tools Payments

FAQs: Handling chargebacks

FAQs: Customer support for D-Tools Payments

D-Tools Payments ACH Update

D-Tools Payments FAQs

How to enable the D-Tools Payments functionality on Cloud

Enabling D-Tools Payments

How to configure the payment settings for D-Tools Payments

Configuring payment settings for D-Tools Payments

How to add email templates for invoice emails

Adding payment email templates

Set up D-Tools Payments

How to use Plaid to fast-track the D-Tools Payments onboarding process

Using Plaid for merchant onboarding

D-Tools Payments Merchant Onboarding Checklist

Merchant Onboarding

How to automate the creation of invoices in QuickBooks Online when project payment invoices are created on Cloud

Enabling the Project Invoice automation

How to automate the creation of invoices in QuickBooks Online when service contract payment invoices are created on Cloud

Enabling the Service Contract Invoice automation

How to automate the recording of transaction fee in QuickBooks Online

Enabling the Transaction Fee automation

How to automate the recording of convenience fee in QuickBooks Online

Enabling the Convenience Fee automation

How to enable the Auto Pay feature to collect service contract and subscription payments automatically on the payment due dates

Enabling Auto Pay to automate payment collection

Unenroll customers from Auto Pay

Automation features when using D-Tools Payments

Automation Features

Requesting payments using D-Tools Payments

Use D-Tools Payments

How to view existing invoices and create new ones for project, service contract, and service call payments

Managing invoices for projects and contracts

Invoices

How to view the transactions and deposits collected using the D-Tools Payments functionality

Viewing transactions and deposits

How to interpret and act on failed transactions

Interpreting failed transactions

How to download transactions, deposits, and monthly revenue reports when using the D-Tools Payments functionality

Downloading transaction, deposit, and revenue reports

Issuing a refund for a transaction

Transactions and Deposits

How to contest and manage chargebacks when using the D-Tools Payments functionality

Managing chargebacks

Chargebacks

Find answers and get help from Intercom Support and Community Experts

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