Contract payments

Purpose: The purpose of payments in a contract is to facilitate the financial transactions associated with the agreement, ensuring that all parties involved receive compensation for the services rendered according to the terms outlined in the contract.

 

 

For Stripe payments, customer approval for card activation isn't necessary. However, for GoCardless payments, customer approval for card activation is required for the first use.

Payment methods

There are two payment methods accessible for customers to make payments for invoices:

  1. Stripe
  2. GoCardless

Integration of Stripe and/or GoCardless is required with the customer's account to enable the payment method.

The payment method status should be in "Active" for the successful payment.

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Stripe payments

When integrating with Stripe, the "Instant pay" payment method won't function in the contract.

If the MOTO payment method is enabled, customers using Secure Customer Authentication cards won't receive authentication messages for each payment.

If MOTO payment isn't activated for Secure Customer Authentication cards, then payment isn't feasible.

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Contract template

In contract template, payment method should be choose in Step 6 Invoicing section.

Choose "Yes" to allow Commusoft to take payment.

Once your Stripe account is integrated, you can see the "Debit or credit card" option is enabled. Select this payment method and activate the contract.

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Customer contract

Assign the contract to a customer and in Payment section, you can see the payment methods as "Debit or credit card".

Two options to enter the card details:

  • Use existing credit card
  • Set up new credit card

If you've previously used a credit card for this customer or have stored their credit card information, you can select the existing card details from the drop-down menu.

If you want to set up a new credit card, use this option and enter the new card details in the required fields and activate the contract.

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Communications:

If payment fails, and the contract template has communication set up for "Payment failed", an email will be sent to the customer. Additionally, you can send an invoice email to the customer along with the payment portal link.

If payment is successful, no confirmation message or payment deduction email will be sent to the customer.

 

GoCardless

To use GoCardless payment, customers must authenticate their initial transaction. A customer's PIN code is essential for using this payment method. If there's no PIN code, an error will appear in the customer's contract, and the payment option won't be enabled.

Contract template:

In contract template, payment method should be choose in Step 6 Invoicing section.

Choose "Yes" to allow Commusoft to take payment.

Once your GoCardless account is integrated, you can enable the "ACH" option. Select this payment method and activate the contract.

In the "Communications" section, use the tag [mandate_customer_approval] to include a link for customer authentication in the GoCardless confirmation email.

Contract payment 1.6.png

 

Customer contract:

Assign the contract to a customer and in Payment section, you can see the payment methods as "ACH".

Two options to enter the card details:

  • Use existing mandate
  • Set up new mandate

If you've previously used a mandate for this customer or have stored their card information, you can select the existing card details from the drop-down menu.

If you want to set up a new mandate, use this option and enter the new card details in the required fields.

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Exceeding the recommended limit for a single payment in GoCardless will trigger an error. Contact GoCardless to address this issue.

Communications:

Once the contract is assigned, a GoCardless card activation email will be sent to the customer for authentication.

Now, the contract status will be changed to "Pending mandate confirmation." Once the customer acknowledges the payment confirmation, the status will be changed to "Active."

If a payment fails once and the contract template has a "Payment failed" communication set up, an email will be sent to the customer. You can also send an invoice email with a payment portal link.

If it is a recurring monthly invoice payment, then the customer must manually pay for that month's invoice. They can ensure the next recurring payment goes smoothly by editing payment details with valid information.