This page is intended as a reminder. If you are preparing to let customers pay their bills online and take electronic payments for the first time, please call Trash Flow at 1-800-708-8642 for training.
Before You Begin
You must have one of Trash Flow's billing modules. Your salesperson can answer any questions you have about how Trash Billing works. We will send you the agreement via an online service called Docusign. Once we receive that signed agreement our Trash Billing department will verify some information with the IRS, your bank, your state's administration that regulates business entities, and other possible sources. For the security of your business and your customers we will contact you to confirm some of the information you provide.
Context
In order to send email bills, run credit card payments, sign up customers for automatic payment, and allow customers to pay online you need to decide which options you want to use and enable them. This will always be done with a Trash Flow technician the first time the services are enabled. In practice most companies enable as much as they can, allowing customers to make one-time payments, sign up for automatic payments or email billing, etc.
Steps to Follow
- Click .
- Check Show TrashBilling Features if it's currently unchecked. This enables you to decide whether to run automatic payments, direct payments, and/or web payments. The only time this should be unchecked is if you cancel Trash Billing after using it for a while or if you're selling the company and need to stop running payments.
- Check Auto-Pay Activeto enable running automatic payments.
- Leave ARC Activeunchecked. This option allows you to scan paper checks for payments. The box should be enabled only if you have spoken to your salesperson about ARC payments and purchased a check scanner.
- Check Process CC/ACH in TF to process one-time payments from the customer account window.
- Confirm that your Time Zone is correct and change if needed; click .
- Next, click .A message window appears; check TrashBilling.com active.
- Choose the Payment & Information website you want customers to use for payments.
- Check Web Payments Active to allow your customers to make payments on TrashBilling.com.
- Check Sign up for AP on web to allow your customers to sign up for automatic payments. If this is left unchecked you can still sign them up for autopay within Trash Flow.
- If you want to limit the amount of credit card payment a user can make on TrashBilling.com enter a limit in Max Credit Card Amount.
- Change the Web Auto-Update interval (minutes) if desired. This controls how often Trash Flow will update TrashBilling.com with the most recent customer information.
- Click , then click to finish.