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.

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.

6. 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.

3. 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.

4. Click Save.
5. 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.
6. 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.

4. 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.