This article explains how to manage the customer card
Contacts will be downloaded from your accounting application that is connected to Cloud Depot to add a new contact or update the contact information please do so in your accounting application. Any new or updated information will be sync'd to Cloud Depot within 60 seconds of making that change.
An overview of the customers invoices will be shown in this tab, you will see if the customer has any outstanding invoices and if those invoices are sent.
Clicking the blue invoice number to display the original invoice in the Cloud Depot portal
Invoices can be emailed directly from the Cloud Depot portal to your customers by selecting the checkbox next to the invoice and clicking email Invoice(s).
Emailing invoices from the Cloud Depot portal isn't mandatory you can still use your accounting provider if you choose to, just ensure you update the pay online link to use our gateway. For further instructions see here.
Please note: A maximum of 10 invoices can be emailed to 1 customer at any one time.
Billing and Portal
- Customer Portal Link
Provides a url link to your payment page with the customers encrypted tokens pre-populated.
- Customer Public Key
This is an encrypted token that is unique to that customer, if at anytime you want to revoke access to the customers page you can do so by generating a new key. Please be aware that in doing so any previously generated URL links embedded in invoices or emails will no longer work.
- Payment Options
1. Allow access to online payment portal
This option can restrict access to the payment page if disabled
2. Enable Auto Payment
This option turns/ on or off Auto Payment, Auto Payment will be subject to your payment rules
3. Allow customer to turn on Auto Pay
This option will allow the customer to turn on or off the Auto Payment using the options tab in the payment portal.
4. Allow customer to save credit cards
This option will allow the customer to save a credit card to your Gateway provider (Cloud Depot doesn't save credit card information)
5. Payment Rule
This option allows you to select a payment rule, these rules govern how notifications, payments and accounting works.
Cloud Depot RPS can support multiple payment gateways, however only 1 gateway can be the preferred gateway for that customer at any one time.
The preferred billing method will be the primary method used for RPS payments its possible to support ACH/Direct Debit for RPS payments and credit card payments in the portal.
Gateway Customer Link
A Gateway Customer link is the relationship the RPS Customer has with the external Gateway. If no relationship exists an RPS Auto Payment will not function.
Cloud Depot can create customers in your payment gateway and link them, this will happen when a customer makes a payment for the first time in the RPS payment portal.
To link a Cloud Depot customer to your Stripe customer, select Link this customer to gateway customer button
The credit card tab displays any credit cards the customer has on file and are saved with RPS. Customer card tokens can be downloaded from your payment gateway provider by clicking either the Link this customer button or Link Active button in the Gateway Customer Link tab to re-sync the customer cards.
Bank Direct Debit/ACH
The Bank Direct Debit/ACH tab will display if your gateway provider supports either ACH (USA) or Direct Debits (UK,Australia,New Zealand).
To setup a Direct Debit/ACH you must first request authority from the customer. Cloud Depot Provides an online application to request and load Direct Debit/ACH authorities.
Cloud Depot keeps detailed online logs for 40 days and offline logs for 24 months on all customer accounts.