Cloud Depot Knowledge Base
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Product - Recurring Payment Service (RPS)
Product - Autotask to Xero (My Accounting Toolbox)
Getting Started
Setup
General Settings
Troubleshooting
Product - Recurring Payment Service (RPS)
Getting Started
Customers & Invoices
Payment Rules & Auto Pay
Customer Portal
Surcharges
Payment Gateways
Troubleshooting
Plugin - Xero
Plugin - Autotask
Support, security & updates
Billing and Accounting
Setting up Cloud Depot
Cloud Depot Status and Contacting Support
View Service Status
Support
Sync Customization Documentation
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Cloud Depot Knowledge Base
Product - Recurring Payment Service (RPS)
Product - Autotask to Xero (My Accounting Toolbox)
Getting Started
Setup
General Settings
Troubleshooting
Product - Recurring Payment Service (RPS)
Getting Started
Customers & Invoices
Payment Rules & Auto Pay
Customer Portal
Surcharges
Payment Gateways
Troubleshooting
Plugin - Xero
Plugin - Autotask
Support, security & updates
Billing and Accounting
Setting up Cloud Depot
Cloud Depot Status and Contacting Support
View Service Status
Support
Sync Customization Documentation
Product - Recurring Payment Service (RPS)
Automate your payments using RPS
Understanding the RPS Dashboard
Getting Started
Reports - Settlement Report
New customer joining RPS
Setting up multi-factor authentication on customer portal
Reports - RPS Logs
Reports - Email Report
Reports - Transaction Report
Reports - Error Logs
Recurring Payment Service Setup
Supported Credit Cards
Accounting Sync
How do I connect to RPS?
Configuring your RPS plugin
Linking your settlement Bank Accounts to RPS
Setting up your Outbound Email
Configuring Email Notifications
Can I set or change my Company Logo?
Payment Gateways
Payment Rule - Scenario Walk Through
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Customers & Invoices
Requesting your Customer Setup a Direct Debit/ACH
Customer Card
Customers Dashboard
How to send invoices from the RPS portal
Auto Send Invoices
Invoice Transactions
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Payment Rules & Auto Pay
Payment Profile
Manually running an Auto Payment
Payment Global Options
Auto Payment Rule
Customer Portal Compliance
Cancel a loaded Direct Debit / ACH Payment
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Customer Portal
Creating a payment link in the Autotask invoice
Getting your customer to setup a payment method from the customer payment portal
Your Customer Portal
White Labelling your Customer Portal
Revoking access to a customer
Customer Payment Page
Customer Portal displays
Linking to the Pay Button in Xero
See more
Surcharges
Credit Card Surcharging – Setup Walk Through
Setting up Card Surcharges
Payment Gateways
Reconcile bulk payments received from IntegraPay using a clearing account
Gateway - Payrix
Gateway - Stripe
Gateway - eWay
Payment Descriptions
What Credit Cards can I accept?
Setup Stripe Bank Accounts with Cloud Depot and Xero
How to reconcile Stripe transactions with Xero
One click Reconcile with Clearing Accounts in Xero
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Troubleshooting
Transaction amount x is greater than invoice amount y
Auto Pay disabled email - FAQ
Sync new account codes in RPS
Auto Pay won't process the customers invoice
Invoice syncing was not successful
Notification that a Direct Debit / ACH in the customer Portal has been setup
Auto Pay Gateway Fault Email
Resync account codes with Cloud Depot RPS
How to apply a surcharge and payment manually
How to manually process an outstanding invoice(s) with RPS
Issuing certificate failed - RPS subdomain
A invoice that is loaded for payment has had a credit or payment change
How to handle Credit Card & Direct Debit / ACH payment failures
Direct Debit/ACH Loading failed
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