Accepting Card and ACH Payments

Get paid faster and streamline your billing process by enabling online payments with ServiceCorePay. Whether you’re sending one-time or recurring invoices, customers can pay securely by credit card or ACH transfer directly from their invoice or through the customer portal. Online payments reduce the time you spend printing and mailing invoices, eliminate the hassle of checks and cash, and help improve your cash flow.

In this article, you’ll learn how to set up your ServiceCore account to accept online payments, how to enable online payments for invoices and estimates, and what you and your customers can expect from the experience.

Table of Contents

Enable Online Payments on Invoices

How Customers Pay Online Using Payments Page

How Customers Pay Using the Customer Portal (Pro Plan only)

Before You Start

Here are a few things to know before you continue:

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels. 
• You must be set up with Fiserv, our authorized payment processor, to be processing online payments.
• Online payments can only be accepted for the full or partial amount. Overpayments are not accepted.
• For online payment enabled invoices, customers can pay online whether you send the invoice by email or print and send by postal mail.
• Your customers can pay online from their computer, laptop, tablet or phone.
• For more information about using Fiserv with ServiceCore, contact our Payments team at ServiceCorePay@servicecore.com.

Enable Online Payments on Invoices

Enabling Online Payment on an Invoice

To accept online payments, the Online Payment checkbox must be selected on each invoice.

1. Go to the invoice.
2. Scroll to the bottom of the invoice.
3. Click the checkbox next to Online Payment. 

Please Note: When using ServiceCorePay, this box is checked by default for new invoices. 

Recurring Invoices and Online Payments

For recurring invoice templates, the setting you choose applies to all automatically generated invoices:

• If the box is checked: all future invoices will allow online payments.
• If the box is unchecked: none of the invoices will include the payment option.

TIP: Make sure to double-check this setting when creating or updating templates to ensure customers can pay online.

How Customers Pay Online Using Payments Page

Navigating to Payments Page from an Emailed Invoice

1. Receive invoice via email.
2. Click the Pay Now button at the bottom of the email.

Navigating to Payments Page from a Mailed Invoice

1. Receive invoice in mail.
2. Follow printed instructions.

On the Payments Page

1. Click Payment Method dropdown.

2. Select Credit/Debit or ACH Transfer (if available).
3. Fill in payment information and follow prompts to complete the payment. 

Please Note: The ACH option will only appear for your customers if you’re set up to accept ACH payments through Fiserv and located in the US.

How Customers Pay Using the Customer Portal (Pro Plan only)

When the Customer Portal is enabled:

1. Log into their Customer Portal account.
2. Click into the Make a Payment section.
3. Check the boxes of the invoices they want to pay.

4. Scroll down to select Payment Method dropdown.
5. Select Credit/Debit or ACH Transfer (if available).
6. Fill in payment information and follow prompts to complete the payment.

If you have any questions, please reach out to our Payments team through the chat widget on the bottom left of this page or by sending an email to ServiceCorePay@servicecore.com!