A: You must give refunds to a client’s credit card directly through your authorize.net or TransFirst system. If you have Sage, you can refund through Power Pet Sitter
For Authorize.net and Transfirst – If you charge a client’s credit card for an appointment and then make changes to the appointment, such that the amount owed by the client is less than what was billed initially – a credit will automatically be applied to the client’s Power Pet Sitter account. If a client has a credit on their account, this credit will be applied to the next appointment billed for a client. You will see anyone with a credit balance in red in the CC tab and in the Manage page. When you submit an item for processing, the credit balance will reduce the amount charged to the client and the invoice will indicate a credit balance used.
For Sage – If you charge a client’s credit card for an appointment and then make changes to the appointment, such that the amount owed by the client is less than what was billed initially – a window will pop up asking you if you’d like to refund the difference to the client’s credit card, or apply a credit to the POPS account. You can then choose to refund the card, or apply the credit to the client account. When a client has a credit on their account, this credit will be applied to the next appointment billed for a client. You will see anyone with a credit balance in red in the CC tab and in the Manage page. When you submit an item for processing, the credit balance will reduce the amount charged to the client and the invoice will indicate a credit balance used. For all processing types, if you edit an appointment that has already been charged and the total owed on the invoice is greater than what was initially billed to the client … Power Pet Sitter will automatically charge the difference to the client.
A: You will accept cash or check payments in your QB account. There is not a method for accepting cash or check payments inside of Power Pet Sitter. Locate the invoice in your QB system, open the invoice and at the top of the invoice click on the Receive Payment link to receive payment for the invoice.
A: Authorize.net is one payment processor that PPS integrates with. PPS initiates the credit card charge to authorize.net who processes the payment. Authorize.net will then integrate with your merchant account to deliver the funds to you. Your merchant account provider should set up your authorize.net account for you and give you the access information you need for that account.
We also integrate with Sage and TransFirst who act as merchant account providers. Learn more about getting started here.
A: If you have a regular CC client that will be paying with a Cash/Check or other method for a scheduled invoice, you will use the “Mark As Paid” link inside the CC tab to indicate to PPS that this invoice will not be charged by CC for this one instance. Marking as paid will remove the appointment from your CC list, and indicate in the PPS appointment that it has been paid.
A: If you have Quickbooks Online integrated with your PPS account; the credit card payment will be sent over to your QB account and applied to the invoice once it has cleared from the QB Transaction queue.
Remember to take your authorize.net account out of TEST MODE when you are ready to begin live credit card processing! *If you do not remember, we can help you just email us at firstname.lastname@example.org.
If you attempt to process 2 appointments for credit card processing for the same client, and for the same amount at the same time – then one of those charges will decline. This is a security feature in place by authorize.net, they assume that this is a mistake and will only put through 1 of the billings. If you wait 10 minutes and try the second charge again, it will process.
A: PCI Compliance is an information security standard in place by the Payment Card Industry Security Standards Council. It is a standard in place for organizations that handle client credit, debit, ATM, pre-paid, and POS cards to increase security around cardholder data, and to help reduce fraudulent activity.
Power Pet Sitter is PCI Compliant by Trustwave standards. If you are on the home page of your Power Pet Sitter login page, you will see the green Trustwave logo at the bottom of the page. You can click on this icon to show validation of our compliance. You can also see this information from our marketing site home page at the bottom of the page.
A: Quickbooks Online uses their own internal system for processing credit card payments. You cannot integrate Quickbooks merchant services directly with Power Pet Sitter. You can however use this method if you choose for billing your client’s credit cards. The difference is that you will NOT store the client’s credit cards numbers in the PPS profile on the PPS servers – you will need to store the numbers in the QB profile, on their servers, which means you will need to contact your clients directly to obtain and update their billing information. Credit card information will not transmit from the PPS client record to the QB client record as a matter of security. You will initiate credit card charges for an invoice from your QBOE account and not your PPS account if you choose to use QB merchant services.