In Printer’s Plan there are three different ways that you can enter a payment:

• Deposit Payment.
• QuickSale Payment.
• Accounts Receivable Payment.

A. Entering a Deposit Payment

To enter a deposit payment, open an Order and click on the Balance Due button. In the Deposit
window, enter an amount in the Tendered field and click the Process Credit Card button:

This will open the Capture Payment window.

The Capture Payment window has the following fields:

• Payment Details: This shows information related to the payment amount.
  • Invoice Number: Displays the Printer’s Plan job number.
  • Payment Amount: Displays the Payment Subtotal 
  • Surcharge:  Display the Program Fee / Processing Fee. Allow for adjustments.
  • Processing Total: Total: Displays the total Amount to be charged.
• Processing Method: Configure the payment options.
  
  • Payment Method on File: This option is available if the customer has a tokenized contact.
  • Card Reader (Web): Available to process card-present transactions with an integrated web credit card terminal.
  • Card Reader (USB): Available to process card-present transactions with a USB credit card terminal.
  • Manual Card Entry: This option is used to process credit card transactions through the
    Print Reach Pay payment window.
  • Authorize ACH: This option is used to process an ACH payment.
• Options: Present additional payment options.
  • Save Payment Method: Allow you to store the payment method for later use to the contact. 
  • Email Receipt: This field displays Yes, or No based on the default settings established in
    the Settings/Print Reach Pay/Payment Processing window.

Below the five Processing Methods are explored in more detail.

1. Process a Payment using a Payment Method on File

In the Authorize Payment window select the Payment Method on File option. In the
adjacent pull-down menu select a tokenized contact. If the customer does not have a
tokenized contact this payment option will not be available. After selecting the tokenized
contact click the Process Payment button, this will send the payment information to Print
Reach Pay.

2. Process a Payment using the Card Reader Option

In the Authorize Payment window select the Card Reader option and click the Process
Payment button. 

A Swipe Card dialog window will appear:

Swipe, or dip the card into the credit card terminal. IMPORTANT do not close the Swipe
Card window until the transaction is complete.

When the green indicator bar is full, and the transaction data text stops populating with
new data, the transaction is complete. At this time click the OK button to finalize the
transaction.

3. Process a payment using the Manual Card Entry Option

In the Authorize Payment window select the Manual Card Entry option. If the Save Card
field is set to Yes, on successful transactions the card data will be tokenized and saved
with the contact. Click the Process Payment button to process the transaction. 

The Payment Details window appears. Enter the credit card data and click the Submit
button to process the transaction:

4. Process a payment using the ACH option

Please note, this option requires an ACH-enabled Merchant ID.
In the Authorize Payment window select the Authorize ACH option and click the Process
Payment button. 

The Payment Details window appears. Enter the ACH data and click the Submit button to
process the transaction:

5. Successful Transactions - Email Receipt

For each of the processing methods outlined above, if the Email Receipt field in the
Authorize Payment window was set to Yes, an email message will appear:

If the payment was made using a tokenized contact then the To field of the email
message is populated with the tokenized contact’s email address. Otherwise, the To field
is populated with the email address of the job’s buyer.

The default text for this email message can be customized. For deposit payments,
Printer’s plan uses the text file PrintReachPayJobReceipt.txt to populate the body of the
email receipt. This template file is located in the Email folder on the server computer. For
a listing of data fields that can be populated in the email message please review the
Email Help - PrintReachPay.txt file. This help file resides in the Email folder on the server
computer.

B. Entering a Quick Sale Payment

To enter a Quick Sale payment, go to the Jobs section and click on the Quick Sale icon:

In the Quick Sale window enter the details of the Quick Sale transaction and click OK

In the Payment window verify the Tendered amount is correct and click the Process Credit Card
button:

This will open the Authorize Payment window.

The authorize payment window has the following fields:

• Invoice Number: A Quick Sale does not have an invoice number, this field will display
  QUICKSALE.
• Card Type: This field displays the Print Reach Pay default payment type.
• Payment Amount: This field displays the amount that will be processed.
• Email Receipt: This field displays Yes, or No based on the default settings established in
  the Settings/Print Reach Pay/Payment Processing window.

From this window, there are two options to process a credit card:

Swipe Card: This option is available to process ‘in person’ credit card transactions
through an integrated credit card terminal.

Authorize Manually: This option is used to process credit card transactions through the
Print Reach Pay payment window.

1. Process a Payment using the Swipe Card Option

In the Authorize Payment window select the Swipe Card option and click the Process
Payment button.

A Swipe Card dialog window will appear:

Swipe, or dip the card into the credit card terminal. IMPORTANT do not close the Swipe
Card window until the transaction is complete.

When the green indicator bar is full, and the transaction data text stops populating with
new data, the transaction is complete. At this time click the OK button to finalize the
transaction.

2. Process a Payment using the Authorize Manually Option

In the Authorize Payment window select the Authorize Manually option and click the
Process Payment button.

The Payment Details window appears. Enter the credit card data and click the Charge
button to process the transaction:

3. Successful Transactions - Email Receipt

If the Email Receipt field in the Authorize Payment window was set to Yes, an email
message will appear:

Because a Quick Sale is not linked to a customer or contact, the To field of the email
message is empty and requires a manual entry of an email address.

The default text for this email message can be customized. For Quick Sale payments,
Printer’s plan uses the text file PrintReachPayQSReceipt.txt to populate the body of the
email receipt. This template file is located in the Email folder on the server computer. For
a listing of data fields that can be populated in the email message please review the
Email Help - PrintReachPay.txt file. This help file resides in the email folder on the server
computer

C. Entering an Accounts Receivable payment

To enter an Accounts Receivable payment, go to the A/R section of Printer’s Plan, open the
Payments Expected folder and click Any Date. This will list all customers that have an open
invoice in A/R. From this list double click on a customer to open their Payment window.

In the Payment window enter a payment amount and select the invoice (or invoices) that are
being paid. Verify the payment details are correct and click the Process Credit Card button:

This will open the Authorize Payment window.

The Authorize Payment window has the following fields:

• Invoice Number: This field displays the Printer’s Plan job number. If multiple invoices are
  being paid this field will display the text Multiple Invoices.
• Card Type: This field displays the Print Reach Pay default payment type.
• Payment Amount: This field displays the amount that will be processed.
• Email Receipt: This field displays Yes, or No based on the default settings established in
  the Settings/Print Reach Pay/Payment Processing window.

From this window, there are up to four options to process a payment:

• Payment Method on File: This option is available if the customer has a tokenized contact.
• Swipe Card: This option is available to process ‘in person’ credit card transactions
  through an integrated credit card terminal.
• Authorize Manually: This option is used to process credit card transactions through the
  Print Reach Pay payment window.
• Authorize ACH: This option is used to process an ACH payment.

1. Process a Payment using a Payment Method On File

In the Authorize Payment window select the Payment Method on File option. In the
adjacent pull down menu select a tokenized contact. If the customer does not have a
tokenized contact this payment option will not be available. After selecting the tokenized
contact click the Process Payment button, this will send the payment information to Print
Reach Pay.

2. Process a Payment using the Swipe Card Option

In the Authorize Payment window select the Swipe Card option and click the Process
Payment button. 

A Swipe Card dialog window will appear:

Swipe, or dip the card into the credit card terminal. IMPORTANT do not close the Swipe
Card window until the transaction is complete.

When the green indicator bar is full, and the transaction data text stops populating with
new data, the transaction is complete. At this time click the OK button to finalize the
transaction.

3. Process a Payment using the Authorize Manually Option

In the Authorize Payment window select the Authorize Manually option. If the Save Card
field is set to Yes, on successful transactions the card data will be tokenized and saved
with the customer’s default payer. If the customer does not have a default payer the token
will not be saved. Click the Process Payment button to process the transaction. 

The Payment Details window appears. Enter the credit card data and click the Submit
button to process the transaction:

4. Process a Payment using the ACH Option

Please note, this option requires an ACH enabled Merchant ID.
In the Authorize Payment window select the Authorize ACH option and click the Process
Payment button. 

The Payment Details window appears. Enter the ACH data and click the Submit button to
process the transaction:

5. Process an Advanced Payment

Printer’s Plan can process advanced payments using the integrated payment processing
solution. This advanced payment will create a credit on the customer’s account. To enter an advanced payment go to the A/R section and open the payment window for a customer account. 

In the payment window enter an amount without selecting an invoice and click the
Process Credit Card button.

An alert message will appear, click Yes to continue. In the Authorize Payment window,
process the payment.

Once approved, this payment amount will be added as credit to the customer’s account.

6. Successful Transactions - Email Receipt

For each of the processing methods outlined above, if the Email Receipt field in the
Authorize Payment window was set to Yes, an email message will appear: 

If the payment was made using a tokenized contact then the To field of the email
message is populated with the tokenized contact’s email address. Otherwise, the To field
is populated with the email address of the customer’s default payer.

The default text for this email message can be customized. For Accounts Receivable
payments, Printer’s plan uses the text file ARPrintReachPayReceipt.txt to populate the
body of the email receipt. This template file is located in the Email folder on the server
computer. For a listing of data fields that can be populated in the email message please
review the Email Help - PrintReachPay.txt file. This help file resides in the email folder on
the server computer