Online Payments

This FAQ will go over the steps needed to receive online payments in Paradigm.

1. Receiving Payments

• Receiving Credit Card Payments – To receive credit card payments, an account will need to be set up with the EBizCharge Integration.
• Receiving ACH Payments – To receive ACH payments, an account can be set up with EBizCharge or can be set up with the bank using the Integrated ACH Payments Addon.
  • Additional paperwork and setup is required on the EBizCharge side for ACH payments, and this is not automatically included with a credit card account.

2. Customer Online Access

For customers to pay online, one or both of these add-ons can be used:

• Order Confirmation & Prepay – Allows for the sending of a confirmation email directly through Paradigm as well as requesting a prepayment or invoice payment.
• Customer Portal – Allows for accounts to be created for customers, so they can access their own quotes, orders, and invoices online and make payments.

3. Website Set Up

Once the initial steps have been completed, configure the processing and available payment methods for online payments:

Online Set Up > Payments

These options can be configured by logging in with the administrator account (i.e. web_admin), clicking the dropdown in the top right corner, and selecting “Setup”, then the “Payments” tab.

• Online Payments – Enables online payments.
• Save Payment Info – When enabled, payment details will be stored on the customer and presented as options to choose from the next time the customer pays a bill, to save time.
  • This does not apply to the “CASH” customer.
• Order Confirmation & Prepay – Choose the processor and available payment methods for order confirmation and prepay links.
• Customer Portal – Choose the processor and available payment methods for customer portal payments.

Customers

• Company Preference Default – See this section of the company preference FAQ: Customer Default Allowed Online Payment Types
• Customer Level Setting – The available customer payment options when paying online depends on what is enabled on the customer’s detail settings.
  • If the customer does not share any allowed payment methods with the methods set up in Company Website > Setup > Payments, the following warning will be shown in the customer’s web account set up screen:
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