The Payment option found within the Admin Settings allows the user to store a credit card on file for prepay functionality, and to process payments on open invoices. You also can view and export the Prepay History.
Add a Debit or Credit Card
Click the Settings tab.
Under Admin Settings select Payment.
Add your payment method by clicking Add Debit/Card. The card stored here will be for paying invoices and recharging your prepay balance.
Enter the Billing Address details. The billing address entered must match the billing address on file for your credit card.
Enter in the Credit/Debit card information.
Check the box that you understand and agree to the terms listed, then select Save when done.
Next a verification box will populate. A transaction will be charged to your card temporarily. You'll need to check your financial institution account and enter the exact amount that has been charged, then click Verify.
Switch to ACH Account
Once you have a credit/debit card on file, you have the option to add an ACH account. Click Switch to ACH Account.
Confirm the Billing Address matches the information listed for your financial institution ACH account.
Next, there are 2 ways to add your ACH account, Instant Bank Login (Fastest) or Manual Entry (May take 1-2 Business Days)
Instant Bank Login
Enter your bank name in the search bar or click your bank icon if displayed.
In order to use the Instant Bank Login method, you will need your login credentials for your bank's website. If you do not have your login credentials, or do not wish to enter them, you will need to use the manual entry method instead.
Note: If no search results are returned for your bank, you will need to complete the process using the manual entry method.
A box will be displayed indicating you will be logging into your bank through the payment processor Stripe to connect your account to XPS Ship. Click Agree and continue.
Next, you'll be prompted to log in and connect your account, click Continue.
A new browser window will populate. Enter your credentials and sign into your account.
You can now use your ACH account for prepayment instead of using your credit/debit card.
Manual Entry
In order to use the Manual Entry method, you will need your bank routing number, account number, as well as the ability to check for the microtransaction that will be deposited within 1 to 2 business days.
To begin, click Enter Bank details manually.
A box will pop up prompting you to enter in the following bank details:
Routing number
Account number
Confirm account number
Click Submit when done.
A box will appear with the Almost there message to notify you that a series of micro-deposits will be made to the account. These should be visible in the next 1-2 business days. Click Back to XPS Ship, LLC.
You will return to the XPS website. Click the checkbox to indicate you have read, understand, and agree to the terms and conditions, then click Save.
The Verify ACH Account box will be displayed indicating we have initiated the verification process and the date which the deposit is expected to arrive by. Click Close.
You'll need to check your bank account on or after the date listed in the previous step for the transaction code of the micro-deposit. Once you have the micro-transaction code, you can return to the XPS Ship Payment settings and click Verify ACH Account.
In the popup box enter the 6-digit code starting with "SM" from that deposit and click Verify.
Updating Your Payment Information
To update your payment information, select Update Debit/Credit Card or Update ACH Account and enter your new payment information. You will also see the option to Switch to ACH Account or Switch to Debit/Credit Card to switch the default payment method.
Prepay Section
In the Prepay section of the page, you will see your current balance and can set the recharge amount for your prepay balance.
Click the Recharge Balance Now button to charge the card on file and update the prepay balance.
Prepay History
The Prepay History will display the recharge balances and each transaction that deducts from the prepaid balance.
If you would like to export the prepay history:
Filter by a start and end date.
Select if you only want the Shipment Adjustments.
Check the box for Download CSV in Excel Format (This is used so that tracking numbers are readable.)
Then select Download CSV.
Low Balance Alerts
To receive an email when the prepay balance drops below a specific amount follow the steps below.
Check the box next to Receive alerts if your balance drops below the specified amount
Set the dollar amount, in the example, it will send a notification once the balance drops below $10.00
Enter the email to send the notification to.
Select Save.