When does Autopay process?
Autopay process at Midnight PST on the due date of the invoice.
For example, if the invoice has a Due Date of April 1st, the auto pay will run at midnight PST of the 1st.
The only exception to that rule is that if you send a due upon receipt invoice. When you send an invoice to the customer, the AutoPay processing time has already passed. This means that any Due Upon Receipt invoices with AutoPay enabled will process the following day.
What happens if Autopay declines?
The payment will automatically retry twice (two days, once per day) after the first failed autopay. After three attempts to process autopay, the system will automatically remove the autopay from the customer's profile. The payment method will remain on file and can be reenabled.
How do I create an account credit?
Please review the steps in this video https://intercom.help/hauler-hero/en/articles/10752772-credit-memo
How do I enter batch payments?
What processor integrates with Hauler Hero?
Hauler Hero is partnered with Fiserv (CardPointe) for payment processing. This is typically set up during the Implementation process. You are not required to use our processing option, however at this time we do not offer an integration with another processor.
Should you use an outside processor, we recommend marking the invoice as paid by "Other" and using the note section of the payment to indicate where the payment was processed from.
How can I locate Declined Payments?
Please review the steps here: https://intercom.help/hauler-hero/en/articles/7169997-declined-payment
Failed ACH payments https://intercom.help/hauler-hero/en/articles/8780012-ach-reject
Can I save a payment to a customers profile?
Absolutely. Please review the steps here: https://intercom.help/hauler-hero/en/articles/7016779-saving-payment-method-while-processing-a-payment
Payment Receipts:
When a payment is processed & the customer has an email on file in the contact section = A payment receipt will automatically be sent via email
Automated receipts will be sent for: Autopay Payments, Customer issuing payment from the portal, Hauler entering payment in Hauler Hero.
All payment types: Cash, Check, Credit Card, ACH & Other
A receipt will be sent if the issued payment creates an account credit
A receipt will NOT send when account credit is applied as payment to an invoice
A declined notification is automatically sent when the payment declines.
