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
Integrations
Xero
Autotask
HaloPSA
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
Integrations
Xero
Autotask
HaloPSA
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
Auto Payment Frequently Asked Questions
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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
Auto Payment Rule
Payment Global Options
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
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Surcharges
Credit Card Surcharging – Setup Walk Through
Setting up Card Surcharges
Payment Gateways
Reconcile bulk payments received from Payrix 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
Accepting Stripe Payments from Autotask Invoices - Autotask stripe integration
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Troubleshooting
Notification that a Direct Debit / ACH in the customer Portal has been setup
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
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
Understanding fees for refunded payments
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