Payment management with Sertifi ePayments

If you use Sertifi ePayments you can manage the payments associated with your files.

This article contains the following sections:

Payments File Maintenance

From the Payments section in the File Maintenance screen, you can:

  • Click Add Payments to add an additional payment or authorization to the file. If you're using Sertifi ePayments, enter a title and a payment or authorization amount, along with a due date.
  • Click Edit to change the payment amount or to change the title of the authorization.
  • Click Delete to delete the payment or authorization.

AVS Check

You can view the status of the AVS check performed on payments submitted by your customers. By viewing the status of the AVS check, you can determine whether or not to accept a payment.

For more information about AVS check and recommended best practices, see Sertifi and AVS.

Viewing payment receipts

Once a payment or authorization is received, you can view the receipt associated with the payment or authorization. Click View to open the payment receipt.

Cloning Payments

You can clone payments or authorizations to charge a customer after they complete their authorization form. Additionally, you can also use the clone functionality if more than one payment of the same amount needs to be made.

To clone a payment:

  1. Locate the file that has a payment or authorization you want to clone from the View All Files or View My Files screen.
  2. Click the name of the file. The File Maintenance screen appears.
  3. Navigate to the Payments section.

    4. clone payment

  1. Click Clone. The Clone Payment screen appears.

    2. clone payment popup

  1. Enter a title and amount for the payment.
  2. Click Clone Payment. A payment receipt appears, the card is charged, and a receipt is sent to the payer.

Refunding payments

You can refund payments to a customer after they complete their payment or authorization form.

To refund a payment:

  1. Click the name of the file you want to refund from the View All Files or View My Files screen.
  2. Navigate to the Payments section.

    3. refund payment

  1. Click Refund. The Refund Payment screen appears.
  2. Enter the title of the payment, any notes, and the amount to refund.

    3. refund payment popup

  1. Click Refund Payment. A refund receipt appears, the card is refunded, and a receipt is sent to the payer.