This explains how to record payments your customers made online and how to make sure they are paying the correct amount.
Before You Begin
A salesperson will explain how our Trash Billing service works and send the agreement using DocuSign. Briefly, this gives us permission to process electronic payments on your behalf and deposit the money (minus our fees) into your bank account. Once you return the signed agreement we'll send a second document requesting additional information about your bank, tax ID, etc. In some circumstances we will also email you to request supplemental information. Once that verification process is complete we'll contact you to arrange a time when a trainer can show you how to use electronic payments and email billing.
Context
Every day you are working in Trash Flow you should pick up web payments at least once. It's an important step in making sure your customers' payments are recorded promptly and in showing them the most recent account information when they go online to pay. Picking up web payments does more than just record the payments, it also:
- saves a record of recent deposits to your bank;
- notifies you of suspended customers who have paid their bill;
- saves changes to customer email addresses and enables email billing for customers who opt in;
- seamlessly saves card numbers or bank accounts that customers use to sign up for automatic payments;
- notifies you of any errors, declines, refunds, disputes, or chargebacks; and
- matches up electronic payments you process in the office with our TrashBilling records.
Trash Flow will update our servers and the TrashBilling.com website throughout the day, but it's fine to click to immediately upload the most current information. Sending info does the following:
- Adds any new customers to the website so they can pay online;
- Updates each customer account with current address and contact information;
- Updates each account with a balance and history of charges and payments;
- Makes sure your customers are seeing the most current name, address, and phone number of your business; and
- Enables/disables any settings you have changed for what options are available to your customers online.
Steps to follow
- Close out of any customer accounts your currently have open (Trash Flow can't write a payment to an open account).
- Click .
- In the new window that opens click from the top menu.
- Click .
When you're done
Often there will not be any further steps you need to take. If a suspended customer made a payment then Trash Flow will notify you when picking up. (You do have to open the account to remove the suspension.) Note that we will automatically deposit the money into your designated bank account regardless of when you pick up payments; this typically takes 3 business days.
If you see any errors or messages you do not understand when picking up web payments please see this list for reference, and call us if you have further questions.