Overview
Your customers with a login may pay via their account.
Article Sections
To Have In Place
1. You must have credit card processing active in you database.
2. If you have more than one payment profile set up in your database the payment will be processed by the payment profile you have selected in the Parent/Customer record. If you have not selected a payment profile in the Parent/Customer record the default profile will be used.
3. Your customer must have a login.
Instructions for your Customers
4. Making a payment via the customer login is pretty intuitive but if someone does ask you can send them a link to a specific tutorial with step by step instructions.
Send your customers the link to the Parent/Customer section of the Knowledge Base for them to find help with their interface.
Copy the link below.https://oases.zendesk.com/hc/en-us/categories/202590087-Parent-Customer-Information
or specifically to CL03. Processing a Payment Through Oases
Adding Instructional Text to Invoices
5. Permanent text may be added to your Private Pay invoices with instructions to login and pay.
6. Go to: Locations > Select Program > Press Edit in Section 1.
7. Scroll down to the Invoice Comment field.
8. Grab and drag the corner to make the box larger to facilitate creating your invoice comment.
9. Add your text and close Edit page.
10. Repeat for other Programs.
11. Print an invoice to check your text.
Link To
SU25. Credit Card Processing in Oases by Authorize.Net
SP04. Creating a Customer or Parent Login
IP30. Multiple Authorize.Net Accounts & Assigning a Payment Gateway to your Parents/Customers