Payment Runs are a great way to cut back on admin Payment Processing time and can help to ensure you have steady cash flow. You can process dozens of invoices against cards on file in just a few clicks!
|
⚠️ To successfully process a Payment Run in LMN, check that the following items are complete:
|
- Navigate to Invoices > Payment Runs to get started
-
Click the checkboxes next to the invoice(s) you would like to run payments against.
💡 Use the filters at the top of the page to adjust the date accordingly. -
Click the Payment Run button, and then type "CONFIRM", click the Run button to proceed.
-
The selected invoice(s) will now show as Processing as the customer's credit card is ran against the invoice through the Customer Portal.
-
Once the processed payment is successful, the customer will receive the following email notification that contains information about the payment. It shows the invoice number, total dollar value, the payment type and its status. If the customer has an active Portal account, they will see the details and history of their payment on their portal.
⚠️ Note: In the Payment Runs tab page, any attempted payments that were not processed will remain to be displayed as Unpaid.
All successfully processed payments will show up under the Payments tab in the main left menu as Pending.
⚠️ Note: This status is not referencing the status of the transaction, but simply the status of the payment in LMN in regards to QuickBooks Sync
Video: Payment Runs
To view a video tutorial about Payment Runs, click HERE
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
Comments