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Use Electronic Client Payment with CMS Payments (Procentive)


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Learn how to use the integrated Electronic Client Payment tool and how to save client payment options for future client payments. This article is for agencies that are partnering with CMS Payments. If you are partnering with Vantage Payment Processing, please see the article Process an Electronic Client Payment with Vantage Payment Processing.

 

Assign Permission

You will first need to assign permission by editing the applicable roles. If you are not familiar with editing staff roles, please review this support article: Change Permissions (edit a role).

permission_for_electronic_payments_8-7-17.png

 

Payment Options

One Time Payment

  1. Click on the Payments Module.
  2. Click Add.
    • A New Payment window will open. 
  3. Click Process Electronic Payment.
    • An Electronic Client Payment window will open.
      • The payment window will remain open as well.

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  4. Complete the four fields in the center of this screen: Card number, MM/YY, CVV & ZIP.
    • Optional: Check Remember card? to save this card data to the vault for use again.
  5.  Click Pay to process the payment.
    • You should receive the message Approved at the top of the Electronic Client Payment window.

      credit_card_payment_approved_8-7-17.png
       
  6. In the Payment window, verify that the confirmation number populated in the Confirmation # field.
    • If the confirmation number did not populate, simply copy and paste it from the Electronic Client Payment window. 
    • You can click and drag the two windows so they are side by side.

      credit_card_confirmation_8-7-17.png

      • Note: If you leave the Reference field blank (in the payment window) the confirmation number will also populate here. 

        credit_card_confirmation_reference_only_8-7-17.png
         
  7. Click Save.
    • A receipt window will open.
  8. Print the receipt for your client.
    • Close the receipt window.

 

Vault Payment

  1. Click on the Payments Module.
  2. Click Add.
  3. Click Process Electronic Payment.
    • This Electronic Client Payment window will open.

      CEP-19.jpg
       
  4. Click Vault to access saved payment options.
  5. Check the payment option to use.
  6. Click Submit to process and save payment.

 

Add a Payment Option to the Vault

  1. Click on the Payments Module.
  2. Click Add.
  3. Click Process Electronic Payment.
    • The Electronic Client Payment window will open.
  4. Click Vault.
  5. Choose Add Check or Add Card.
    • Add Check will open this window.
    • This will add a new checking account.

      CEP-18.jpg
      1. Complete fields.
      2. Click Add.
      3. Click Close.
    • Add Card will open this window
    •  This will add a new credit card.

      CEP-20.jpg

      1. Complete fields.
      2. Click Save Card.
      3. Click Close.

 

View Payment History 

  1. Click on the Payments Module.
  2. Click Add.
  3. Click Process Electronic Payment.
    • The Electronic Client Payment window will open.
  4. Click View Payment History at the bottom of the window.

NOTE: You can also run payment history using Report 1560 Electronic Payment Report. It is recommended that a monthly check is done on your payment history by running the 1560 Electronic Payment Report in Procentive and reconciling that with the payments displaying in your Nexio/Complete Gateway portal.

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