ServiceCore Pay is our payments processing integration built into your ServiceCore account.
With ServiceCore Pay your customers can quickly pay invoices online, you can set up autopay on recurring invoices, and your team can manually process payments when needed.
If you’re on the Pro Plan, your customers can also pay invoices and save their payment details directly through their customer portal.
ServiceCore Pay connects your account to Fiserv (our preferred partner for processing digital payments) through an integration that handles the actual movement of money behind the scenes.
If your customers’ payments are ever declined or you need to review transaction details, you’ll use your CardPointe account from Fiserv to troubleshoot.
Before You Start
Here are a few things to know before you continue:
- In order to offer online payments to your customers, you'll need to apply for a merchant account through Fiserv. To learn more, please reach out to servicecorepay@servicecore.com.
- You do not need to be on the Pro Plan to offer online payments to your customers, but you and your customers won't have access to the Customer Portal mentioned below. To learn more about the Pro Plan and its Customer Portal feature, please reach out to customersuccess@servicecore.com.
- All digital payments are batched and processed at 9:30pm EST each day.
- If you’re a Canadian-based company, you’ll need to obtain explicit consent from your customers to save their payment details for future use.
- If you’re a U.S.-based company, consent requirements vary from state to state so we recommend looking up the laws for your area.
What You Can Do with ServiceCore Pay
ServiceCore Pay gives you several ways to collect payments from your customers:
- When the Online Payment box is checked on an invoice, your customers can pay online using the link in their emailed invoice or by following the instructions on their printed invoice.
- You can save your customers’ credit/debit card or bank account information in their profile so and manually process payments from right within your ServiceCore account.
- If you're on the Pro Plan, your customers can also save their own payment details in their portal.
- If a customer has a card or bank account saved in their profile, you can enable autopay on their recurring invoices. When batch billing runs, ServiceCore will automatically generate the next invoice, charge the saved payment method, and send the customer a paid invoice with a receipt.
Get Started with ServiceCore Pay
If you're looking for more information like ServiceCore Pay’s rates, fees, and features before signing up, please use this calendar link to schedule a time to speak with our Payment Sales Team.
If you've already spoken to our team and are trying to set up your credit/debit card integration with Fiserv, please click here if you're based in the United States.
If you've already spoken to our team and are trying to set up your credit/debit card integration with Fiserv, please click here if you're based in Canada.
If you've already spoken to our team and are trying to set up your ACH integration with Fiserv, please click here.
ServiceCore Pay Terms to Know
You’ll see a few different names as you work with ServiceCore Pay.
ServiceCore Pay is the term we use to refer to our credit/debit card and ACH payment processing feature inside your ServiceCore account.
Fiserv is our 3rd party partner that handles the actual payment processing for ServiceCore Pay. Fiserv is a financial technology company that provides services for banking, payments, and commerce. We have a direct integration between their system and ours so you can process payments right within your ServiceCore account.
CardPointe is the payment processing platform from Fiserv that allows your business to securely process and manage transactions. This is how you’re able to actually receive digital payments. You’ll log into your CardPointe account to review transaction details, check on declined payments, and manage your merchant account.
CardConnect and CloverConnect are two other names owned by Fiserv that you may occasionally see. Fiserv is currently rebranding them. You won’t come across these names often, but if you do, they’re legitimate and connected to Fiserv.
About Your CardPointe Account
When you sign up for ServiceCore Pay, you also get a CardPointe account from Fiserv. You’ll primarily use CardPointe to troubleshoot declined payments and review transaction details. Most of the time, you and your team will be working in ServiceCore for day-to-day payment processing.
Your CardPointe account includes:
- A high-level overview of your merchant activity, including recent funding events and payment trends. You can also configure email notifications from there to stay informed about important transaction events.
- Manage user access for your team. You can create new users, assign permissions, and control which merchant accounts they can view.
- Detailed reports covering your transactions, gateway batches, funding history, monthly statements, and chargebacks. This is where you’ll go to look up a specific transaction or investigate a declined payment.
TIP: All transaction data in CardPointe comes from payments processed in your ServiceCore account. Don’t change customer payment information or process payments directly in CardPointe. If you do, you’ll have to manually update the same information in ServiceCore because data doesn’t flow from Fiserv/CardPointe back into ServiceCore.
If you have any questions, please reach out to our Payments team through the chat widget on the bottom of this page or by sending an email to ServiceCorePay@servicecore.com!