D-Tools

Introduction to the D-Tools Payments functionality

D-Tools Payments

Ashok P

Adam W Holden

Kimberly Craven

Everything you need to know to enable and use the D-Tools Payments functionality on D-Tools Cloud

FAQs: About D-Tools Payments

FAQs: Merchant Onboarding

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

A regularly curated list of the most commonly asked questions about the D-Tools Payments functionality on D-Tools Cloud

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

How to enable the Accelerated ACH Deposits functionality on D-Tools Cloud

Enabling Accelerated ACH Deposits

Learn how to set up the D-Tools Payments functionality on D-Tools Cloud

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

Importance of Accurate Financial Information on Your D-Tools Payments Application

Expedite the D-Tools Payments approval process with real-time underwriting verification

Real-Time Underwriting Verification

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 creation of invoices in QuickBooks Online when subscription payment invoices are created on Cloud

Enabling the Subscription 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

Learn how to use the D-Tools Payments functionality on D-Tools Cloud

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

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