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.
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. Select "Save" when done.
Enter in the Credit/Debit card information and select "Submit".
Switch to ACH Account
Once you have a credit/debit card on file, you have the option to add an ACH account. Click the "Switch to ACH Account" button.
Enter in the ACH information, Check the "I have read" box, and select "Submit ACH Account Info".
You can now use your ACH account for prepayment instead of using your credit/debit card.
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 you can filter by a start and end date, select if you only want the “Shipment Adjustments” and check the box for “Download CSV in Excel Format”(This is used so that tracking numbers are readable.) and select the "Download CSV" button.
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”