Payments

46 articles

Articles

Storing payment method in customer profile

Saving payment method while processing a payment

Which payment processors does HH integrate with?

Declined PaymentIf a customers charge has declined, you can locate the details as to why it declined by following these steps -

Missed Pickup Credit

Payments FAQsAll things related to payments

Bulk apply account credits

Transfer PaymentThis option is only available on Cash, Check & Other payments

Reverse PaymentReversing a payment available on Cash, Check & Other

Invoice Activity Feed - Payment / Email

Automated Payment Receipts

Declined ChargeHow to tell if a charge was declined and where to find the information

Refund - Credit Card / ACHFollow these steps to issue a refund for Credit Card or ACH ONLY. Note, these steps are different for users that are working with our latest version of the Hauler…

Payment TermsHow to set up payment terms - Due Upon Receipt & Net

Non-sufficient funds (NSF), or insufficient fundsHow to handle checks returned for insufficient funds

Payment Receipt Confirmation

Edit Payment Note

Manually taking payments

How to search for a check number

I marked a Credit Card / ACH as reverted in Hauler Hero and the customer has not received their refundThis is specific to Fiserv payments

I reverted a payment, now there's a negative account credit

Payment NotesNotes can be applied manually or automatically by the system. Payment notes do not display to the customer.

Account Level Payment TermsCreate custom due dates for your customers

Payment Declined NotificationHow your customer is notified if a credit card payment is declined

Bank account for payoutsFollow these steps to update the Bank & Funding information in Fiserv

Payment Funding

Bulk Payment EntryFor all payment methods

Partial Account Credit

Payment BatchesFor Cash, Check & Other payments Easily import, reorder and review payment batches

Who created the payment?

How do I manage unpaid invoices and reallocate account credits in Hauler Hero?

How to Find Customers with Recently Disabled AutoPayGenerate a report of active customers whose AutoPay has recently been disabled. Identify accounts with potential payment issues, such as those caused by multiple failed payments or expired credit cards.

Which payment processor am I connected to?Hauler Hero is currently integrated with two processors FiServ & Hauler Hero Payments (powered by Forstis). Follow these steps to identify which processor you're on

ACH Display Status

How to Process a Partial Refund for a PaymentHow to process a partial Credit Card refund. Ideal for correcting overcharges or issuing a credit without refunding the entire transaction amount.

Change account billing addressHow to update a customer's billing address, which is the address used on invoices. There are several ways to update the billing address, depending on your workflow.

Hauler Hero Payments - How to View ACH Fee StatementsThis guide explains how to find and view your ACH fee statements in the Fortis platform. Following these steps will allow you to access detailed invoices for your ACH processing…

What are surcharges and how do I disclose them to my customers?This article is for haulers looking to understand what surcharges are and how they can disclose them properly for credit card payments.

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Fiserv / CardPointe5 articlesArticles specific to our payment processor