Issue Invoice Page
The hosted issue invoice page provides a secure url where your staff can issue invoices with data pass from your CRM application. Its robust feature set allows customization to suit your business. You can pass all relevant client data securely to SEP through HTTP POST. Basic knowledge in HTML and HTTPS is required to implement this integration flow.
Outline of the Invoicing Process
Use the hosted issue invoice page to implement an invoicing flow with minimal development time.
For an even more seamless workflow, you also have the option using API to retrieve the secure issue invoice URL and eliminate the separate login.
Simply Easier Payments handles all aspects of recurring billing. Recurring payments is an option available on any merchant account.
There are several different options available for setting up recurring billing schedules with Simply Easier Payments.
A) Make a Payment
When make a payment, either through a link from your web site or as a logged in user, users can set up future payments for recurring billing.
Simply Easier Payments will display, on the payment page, the questions for recurring payments: amount, number of payments, start date and interval for payments.
Users enter the information required and review the generated schedule. They can choose to accept or decline the recurring billing.
The current payment will process regardless of whether they choose to accept the recurring schedule for future payments.
B) Make a Payment - Data Pass
Merchants that have a link from their web site to Simply Easier Payments can pass data, used in setting up the payment, as part of the link.
If the Recurring Schedule (Payment Plan) data is NOT included in the data pass, the payment page can prompt for amount, number of payments, start date and interval for payments, as described in option A. The data entered will be used to generate a future payment schedule.
If the Recurring Schedule (Payment Plan) data IS included in the data pass, that data will be used to create a future payment schedule.
The generated schedule will display on the payment page. Users can review the schedule and will have the option to accept the automatic billing schedule.
Payers have the option to set up an account in Simply Easier Payments for future access to the recurring billing details.
They can use this access to change the stored credit card or ACH bank account information, billing address and notification email address.
Based on schedule and, if relevant, verification of payment amount and policy status, Simply Easier Payments will submit the recurring billing item for payment.
Record of the payment will be stored for later review in the Simply Easier Payments Manager Report.
Approved payments will be included in daily batch uploads, or notification will be posted to notification servlet posts or web service.
BCC receipts, if any, for approved payments will be sent as well as receipts to agent/insured.
Batch Processing for Recurring Payments
Simply Easier Payments supports, under very specific situations, recurring payment batch runs. Please contact your account representative for details.
Processing Through Web Service
Simply Easier Payments hosts a Recurring Payment Web Service. Access to the service requires secure tokens and specific IP address verification. The merchant must provide the IP address(es) that will access the Recurring Payment Web Service.
Processing Through File Upload
Simply Easier Payments accepts upload files for processing recurring billing. Files are uploaded using SFTP protocol. Simply Easier Payments provides the SFTP site. The uploaded files contain records, one for each transaction to be run. The file must contain a Reference Key for each record. Simply Easier Payments will process a transaction for each record.
Simply Easier Payments will generate an email report of all transactions run through the batch method, with messages about the outcome of the payment request, i.e. Approved, Declined, No Match on Reference Key.
Records of all payments will be stored in the Simply Easier Payments Manager Report for future review.
Simply Easier Payments can include all approved payments processed through the Recurring Payment Web Service in daily batch uploads. Or notifications can be posted to notification servlet posts as well as web service depending upon individual account settings.
Merchants using the Recurring Payment Web Service, who also receive payment confirmation through daily batch upload, notification web service or webhook, will need to take steps to avoid duplicate posts of payment confirmations to their billing system. BCC receipts for approved payments, if any, will be sent as well as receipts to the agent and insured.