LMN Pay with Fiserv & Payrix | FAQ

In this article:

Add your Fiserv Merchant ID to LMN

Configure Acceptable Online Payment Types

Payment Settings

Pro | LMN Pay Support

LMN Pay Quick Charge Options with Fiserv/Payrix

      Process Manual Payments

      Recover Processing Fees

      Updating Merchant Bank Accounts

      Forgot Password

Payrix Customer Support

Fiserv Customer Support

Add your Fiserv Merchant ID to LMN

Congratulations on signing up for LMN Pay with Fiserv! Once your merchant account has been approved, you will need to add your Merchant ID to the LMN platform to take advantage of all the benefits Invoicing & Customer Portal have to offer.

Add Your Fiserv Merchant ID

1. Log into LMN
2. Click Settings > Account > Portal & Payments
3. Find the blue button, Connect Merchant Account
4. Next, add your Merchant ID, Username and Password to the space provided. (You would have received your unique Merchant ID from community@golmn.com. If you have not, please reach out to them, or contact us at lmn-support@granum)
   
5. Click Confirm
6. Slide Enable Online Payments to Enabled.
7. Lastly, click Activate in Bulk type "Update" and click Confirm. This will ensure all your previous CRM contacts have this permission turned on.
   

You are ready to start accepting payments with LMN Pay. As always if you have any questions, please email lmn-support@granum.com.

Configure Acceptable Online Payment Types

Underneath the Review Online Transactions button, you'll see an area where you can:

• Toggle on/off acceptance of Credit or Debit Card online payments
• Toggle on/off acceptance of ACH Bank Transfer payments (Note: ACH functionality is available only to LMN customers located in the United States.)

For an online payment method that has been set to Accepted, you can additionally restrict that acceptance to invoices totaling over, or under, a set amount.

If there is a range of invoice values that are blocked from being handled online via either payment method due to your restrictions, LMN will show a warning dialog to flag this.

Payment Settings

To add any manual payment methods that would be used on an invoice in LMN follow the steps below:

1. In LMN, navigate to Settings > Invoicing > Payment Settings. Click + Add New
   
2. Type in the payment method you are going to receive (e.g. check, cash, direct deposit, etc.)
   
   💡If you plan on utilizing LMN Pay and taking online payments, the payment method will be automatically added to your Payment Settings the first time you take an online payment (e.g. CardConnect)

 Video: Payment Settings

To view a video tutorial about Payment Settings, click HERE

Pro | LMN Pay Support

LMN Pay Quick Charge Options with Fiserv/Payrix

Process Manual Payments

If you need to quickly charge your customers credit card and do not want to save the credit card in LMN for future use, you can take advantage of the Quick Charge functionality in your respective LMN Pay/CardPointe Portals. 
⚠️ Any payments processed outside of the LMN App will need to be manually added to the invoice in LMN to reflect a paid balance for your customer(s)

Clover Connect Merchants:

1. Login, and click on Virtual Terminal tab in the Cardpointe portal:
   
2. Fill out the required fields to create a one-time payment for the customer.  If you want to store the customer information for future transactions, be sure to check the Store Customer Profile option and under the Cardholder Permission
   

3. If the customer profile is saved for future use, you will need to approve the Cardholder Permission section.

   Failure to do so, will result in the card information not being saved for future use

Payrix Merchants:

To process manual payments, here are the steps you need to know to record it.

1. On the left hand menu, under Payments, click on Create Payment
   
2. Enter in Customer Details by clicking the arrow below
   
   
   
    
3. To validate the status of your payment, you can do so in the Payment History tab under Payments
   

Recover Processing Fees

Currently, LMN Pay does not have an option to automatically add a convenience fee directly to an invoice. That being said, there  are a few ways we can recover these charges/fees.

Option 1: Include your estimated annual processing fees in the overhead section of your LMN Budget so you can recover them gradually across all estimates, rather than from any single customer.
💡TIP: This is the recommended LMN Way for recovering processing fees!

Option 2: US Customers: Offer ACH Only by toggling off credit card as an option in your Payment & Portal Settings. If a customer specifically requests that they want to use a Credit Card, you could edit that CRM contact individually allowing Credit Card as a payment option.Ask customers in your proposal terms to tell you how they’ll pay (check, cash, or card). If they choose a credit card, add a 3% line item and resend the updated estimate.

Option 3: Ask customers in your proposal terms to tell you how they’ll pay (check, cash, or card). If they choose a credit card, add a 3% line item and resend the updated estimate.

Option 4: Put in your Terms and Conditions: “If you choose to pay by credit card instead of ACH, you will receive a separate 3% invoice.” This encourages customers to use ACH in the LMN Customer Portal over credit card where the fees are less.

Option 5: Automatically add a 3% line item to every invoice with an item line called "Convenience Fee".  In your invoice notes you can add "If you are not paying with a Credit Card and choose ACH or Check, please let us know and we will adjust the invoice total for you."  This way, you are not going to miss it if someone pays with  a Credit Card and the fee is not added.

Updating Merchant Bank Accounts

Payrix Merchants

Log into your LMN Pay Account, click on Profile then Banking. Click on the edit icon on the right of your current bank account in order to update correctly.  

You will have the option to link your new Bank Account using Plaid or you can enter manually (this second option includes uploading a voided check and/or bank statements)

If a review is needed, all disbursements will be paused until the new bank account is reviewed.

Clover Connect Merchants

US Merchants

Log into your Cardpointe Portal→ Click on Support→ Create Ticket and then choose the Bank Account Change Option. From here you can upload your new bank account details for review.

Canadian Merchants

All Canadian Fiserv Merchants will need to email adminchangerequest@fiserv.com to request a bank account change within their account. You will need to fill out the Canada Bank Account Change Form HERE to send with request.

Forgot Password

Payrix Merchants Only

To reset your LMN Pay password, follow the steps outlined below:

1. Go to https://pay.golmn.com/login and click FORGOT PASSWORD
2. Once selected, enter your email or username associated with your LMN Pay account and click SEND CODE **A unique code will be sent to your email for verification**
3. An email will be sent with the code, which you will then enter to Reset your Password
4. Once complete, enter your credentials and click LOGIN

If you are unable to reset your password successfully, you can email support@golmn.com and the LMN Support team will reset it for you.

Clover Connect Merchants Only

To reset your LMN Pay password, follow the steps outlined below

1. Login to https://www.cardpointe.com/ and click on FORGOT PASSWORD
2. Once selected, enter your email or username associated with your CardPointe account and click SEND CODE **A unique code will be sent to your email for verification**
3. Once complete, enter your credentials and click LOGIN

If you are unable to reset your password successfully, you can contact Clover Connect Customer Support by going to their Support Site HERE

Contact Customer Support

Payrix Customer Support

Granum Support is available to support existing Merchants with all inquires as well as assist new customers interested in enabling LMN Pay for their business.

LMN Pay Support and General Inquiries

Hours: 7:30am- 6pm EST - all emails will be responded to within 1 business day

• For existing Merchants, please provide Business Name and MID (Merchant ID) in the email subject line when contacting Merchant Services at lmn-support@granum.com
• Questions regarding LMN Pay, simply email us at lmn-support@granum.com

Clover Connect Customer Support

Clover Connect Customer Service is available 24/7 to support existing merchants.  Please see the contact options below and when reaching out, have your Merchant ID (MID) on hand.

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

Signup for our Live Webinars or learn more about attending our in-person Bootcamps HERE