Payment Management

NAVIGATION  Left navigation menu > Payment Management

SECURITY  Master or Billing role

This article describes how to manage payments for your orders in KaseyaOne. You are able to configure Autopay settings, assign payment methods to orders, including a default payment method, and manage your payment methods.

Managing payment methods

Adding and assigning payment methods in KaseyaOne allows you to easily manage your payments using a preferred payment method - such as a credit card, debit card, or bank account - on a set schedule.

Payments methods are managed on the Payment Management page:

Take the following steps to add a credit card, debit card, or bank account that you would like to use for payment:

  1. In the KaseyaOne left navigation menu, click Payment Management.
  2. Click the Payment method management tab.
  3. Click Add payment method and select Credit/Debit card or Bank account from the dropdown list.
  4. Enter the following information for the type of payment method you are adding:

    Payment method typeInfo required
    Credit/Debit card
    • Name on card

    • Card number

    • Card expiration date

    • Card security code, called card verification value (CVV) or card verification code (CVC)

    Bank account
    (US only)

    • Account type

    • Account name

    • Account holder first name

    • Account holder last name

    • Bank routing number

    • Account number

  5. After entering your information, click Add.
  6. Your payment method appears on the Payment method management tab and will be available for selection when assigning payment methods to orders.

    NOTE  You can also add a payment method on the Payment Assignment tab when changing the payment method for an order.

You can edit a payment method two ways:

  • Click the Edit icon next to a payment method on the Payment method management tab
    OR
  • Click the Change payment method icon next to an order on the Payment assignment tab and click the Edit icon for the payment method.
    The pencil is the used for both the Edit and Change payment method icons.

IMPORTANT  You are not able to delete a payment method at this time. To prevent payment methods from being charged, unassign them from all orders on the Payment assignment tab.

Turning on Autopay

You can enable Autopay when you want to use a selected payment method for all current or future orders that do not have an assigned payment method. For example, if you want to always use your Visa card for payments, select that card as the default card for Autopay. You will still be able to assign alternate payment methods to specific orders as needed.

Take the following steps to enable Autopay:

  1. In the KaseyaOne left navigation menu, click Payment Management.
  2. In the box in the upper part of the Payment assignment tab, click Autopay settings. The Autopay settings pane opens:
  3. Click Enable Autopay and select or add a default payment method.
  4. Click Save.
  5. Select the check box agreeing that all current and future orders without a payment method will automatically be assigned to the designated default payment method and click Confirm.

NOTE  You will be notified that the change may not be reflected in your current bill but will take effect in the next billing cycle. Click Confirm.

  1. In the Payment method column, you now see that all orders that previously did not have an assigned payment method have changed to your designated Autopay payment method:

NOTE  ConnectBooster orders cannot be assigned via Autopay.

Assigning payment methods to orders

You can assign a payment method to individual orders by selecting any one of the payment methods that have been already added.

  1. In the KaseyaOne left navigation menu, click Payment Management.
  2. In the Payment Assignment table, find the order to which you would like to assign a payment method.

NOTE  You can enable the Show only orders without a payment method toggle to only show orders that need an assignment method.

  1. Click Assign payment method.

    In the Assign payment method pane, select the payment method that you want to assign to the order.

NOTE  If you don’t have a payment method, you can click Add payment method to easily add one and then select it.

  1. Click Save.
  2. You are notified that the change will not be reflected in your current bill but will take effect in the next billing cycle. Click Confirm.
  3. Navigate to the Payment method column. The newly assigned payment method will briefly show Assignment pending.

NOTE  Credit and debit cards will be displayed as Ending in the last four numbers of the card and an Expiration date. ACH payment types will not have an expiration date displayed.

Changing the assigned payment method on orders

Take the following steps to select a different payment method for an order:

  1. Click the Change payment method icon next to the order for which you would like to change the payment method.
  2. In the Change payment method pane, select the payment method you want to change.
  3. Click Save.

NOTE  You may be notified that the change may not be reflected in your current bill but will take effect in the next billing cycle. Click Confirm.

  1. The newly edited order will briefly be in Assignment pending status and then you will see the new payment method assigned to the order.

Viewing payment information

The Payment assignment tab shows all order information at a glance, including:

  • Order number
  • Order date
  • Category
  • Product name
  • Quantity
  • Billing schedule
  • Recurring charges

NOTE  Recurring charges refers to the amount to be billed each billing period excluding tax and proration charges.

  • Payment method

NOTE  Payment method is inherited by all invoices tied to a particular order for the duration of the term.

The Order number, Order date, and Recurring charges columns can be sorted by either ascending or descending order by clicking on the arrows directly to the right of each column description.



You can view order information by date, category, and/or payment method using the Filter columns or Search keywords search box at the top of the table. You can apply more than one filter and search term to return a set of results.

To filter by date range

  1. Click inside the Filter columns or Search keywords search bar to see a list of available filters in the dropdown.
  2. Click Order date range.
  3. Select a date range. Orders for the selected date range are displayed.

To filter by category

  1. Click inside the Filter columns or Search keywords search bar.
  2. Select Category. A list of categories appears.
  3. Select one or more categories. Orders with products belonging to selected category(ies) are displayed.

To filter by payment method

  1. Click inside the Filter columns or Search keywords search bar.
  2. Select payment method. A list of payment method appears.
  3. Select one or more payment methods. Orders with the selected payment methods assigned to them are displayed.

To filter the list using search

You can type in any word or number in the search box to return a list of orders that match the word or number entered. For example:

  • To search by Order number, type the order number in the search box. If the order number is valid, you will see that order in thepayment assignment table.
  • To search for orders by credit card number or bank account, enter the last 4 digits of the credit card, debit card, or account number in the search box. Any order(s) using that card will be displayed.