How to use ePayments in CORE?

BQE Software has partnered with AffiniPay and Stripe to offer you various online payment solutions, depending on your industry and type of business. CORE allows your clients to pay their invoices electronically using the ePayments method from anywhere in the world, including credit cards, debit cards, bank accounts, or ACH transfers. Check out the ePayments FAQs.

In CORE, you have to set up online payments at the global level and then choose whether to enable ePayments at the global level for all clients or selectively enable that at the client, project, or invoice level. ePayments can be used for regular invoices, statements, retainer invoices as well as late fee invoices. 

Here are the important steps for setting up and using ePayments in CORE:

  1. Set up ePayments profiles: To start offering the online payment options to your clients, you need to configure ePayment profiles in Global Settings by connecting your AffiniPay or Stripe account with CORE. Your clients must have a credit card, debit card, or bank account to make online payments. Check CORE Help Center for details on setting up ePayments via AffiniPay or Stripe.
  2. Set or change online payment accounts at client, project, or invoice level: After you have configured the ePayment profiles in Global Settings, the default profile is inherited by all new clients. Similarly, all new projects inherit them from the clients, and all new invoices inherit them from their projects. However, you can enable, disable or change the online payment accounts in the Clients, Projects, or Invoices screens, as required. 
  3. Specify online payments for retainers or invoices: You can also enable, disable or change the online payment accounts in the Invoice Collections and Retainers screens, if required.  
  4. Email invoices and receive payments: After you have enabled ePayments and selected the online payment accounts for the invoices, your clients can click on the Pay Now/Pay Invoice button on the invoices and pay electronically from the ePayments portal. After payments are processed successfully by AffiniPay or Stripe, CORE automatically reconciles the payments and deposits them in the bank. Check out the AffiniPay ePayments or Stripe ePayments FAQs.
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