Just upgraded to Service Fusion Payments? Want to make sure that the transition is smooth? You're at the right place!
Upon approval for Service Fusion Payments:
- The default gateway automatically updates to Service Fusion Payments. No action needed! If you have received your PaySimple approval, Service Fusion Payments will be the default gateway for the next payment transaction received in Service Fusion.
- Become PCI compliant!
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Capture Credit Card information for existing customers - these will not automatically move over from other payment gateways once the upgrade with Service Fusion Paymentsis complete.
- Use recurring invoices? Set them up on AutoPay with Service Fusion Payments!
- Familiarize yourself with the Service Fusion Payments Dashboard - this is your one-stop shop for payments related information!
- Check out Service Fusion Payments: Navigating the Dashboard for a quick tutorial!
- Make sure to add the Pay Online Link to make collecting payments easy and at the convenience of your customers!
- Check out how to specify dollar amounts or percentages for payment with Service Fusion Payments!
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Get familiar with ACH!
- Learn about authorizing eCheck/ACH transactions and how to use Service Fusion functionality like Custom Documents, eSign, call scripts with ServiceCall.ai, and service contract terms with samples you can use!
- Process a payment and learn how to refund Service Fusion Payments transactions!