How do I…
You will update your password, Admin, staff or client, inside your profile. For Staff and Clients, you will find your profile in the ‘Edit My Info’ tab on the left of your tabs bar. For Admin, you will need to access your Users tab in order to reach your profile. In the Search by line, select ‘Staff’, type in your name or e-mail address and hit search. Type in your new password and confirm it before hitting save.
PPS doesn’t allow for profiles to be deleted so as to keep the integrity of your appointment records. You will inactivate these profiles from within the profile page. For staff members, you will find the check box tilted ‘Inactivate’ under Staff Information. For clients, you will find the same check box under ‘Client Status’.
New Staff members will be defaulted to no permissions. The permissions box can be found in the staff profile. The details for each permission function can be found here.
You will set your staff’s rate of pay in their profile. You can do this by dollar amount or percentage of visit total and can pay a different amount for a different service, should you choose to.
You will charge your credit card clients in one of two places. The CC tab will list out the appointments that need to be charged. Select the appropriate boxes and click on ‘Submit Checked Items’. The screen will update with the return messages from your Payment Gateway and you will receive an e-mail detailing out the success or failure of the batch, along with their totals.
You will process a refund from your Payment Gateway. Access your Merchant account, find your transaction and follow the on screen buttons and prompts to void or refund a charge.
Access the client’s profile through your User Tab. Find the ‘Credit Balance’ field. Adjust the amount as needed. You must hit save for the changes to take effect.
Note: If you are using Quickbooks Online, you will need to manually add this credit to that Client’s profile in QBO, in anticipation of collecting proper payment.
You can view individual credit balances by accessing the Client Profile or visiting the ‘Manage Appointment’ page for any unapproved visit. You can also run a report titled ‘Credit Balances’ from your Reports tab. This will show you every client who’s got a credit and how much it is.
Refunds will be processed through your Merchant Service account, be that Authorize.net, Transfirst or Sage Processing. PPS can not facilitate refunds.
If you charged a Client incorrectly and need to charge a specific appointment again, please contact Support at firstname.lastname@example.org. We will mark the appointment as unpaid, allowing you to charge it again.
Quickbooks has a security feature that demands you renew your connection keys every 6 months.
You will need to log into your Quickbooks accounts in one browser tab, and log into Power Pet Sitter in another.
- Select Business Tab.
- Select Settings
- Scroll down until you find the Quickbooks block.
- Click on the Intuit Logo
This will create a pop up window that will ask you if you want to authorize a connection between your accounts. Click Authorize. When the pop up disappears, click on ‘save’ in your settings.
Your keys have now been renewed and you can reprocess the erred invoices in your QB Trans tab. Please note: It is suggested that you only move ten to 15 instances at once to avoid dropped data.