Jetpay

If you utilize eSign when sending proposals and change order reports to your clients, you have the option to receive payments along with the signed contracts.

Users who subscribe to the Service module can also accept Jeypay for payments on service cases.

To apply for a merchant account to use Jetpay, go to Settings>Jetpay, and click the blue button that says "Apply to Jetpay".

A window will pop up where you can enter your information, attach a photo of your drivers license, and sign to submit your application. Once your application has been approved, you are now ready to begin receiving payments.

The Payarc (the underwriter for the merchant account) processing rates are 0.8% for ACH transfers and 2.99% for all major credit cards. There are no monthly fees for active accounts.

Please note: An account is considered to be inactive if there are 2 calendar months of inactivity. Users subscribed to the credit card program will be charged $5/month until next credit card payment occurs. Users signed up for ACH transfers will be charged $10/month until the next ACH payment.

Once your merchant account has been approved, you can enable Jetpay and set your preferred default settings under Settings>Jetpay.

These options can be changed on a per project basis, but will default to your selected setting.

Choose to whether to accept payments via credit card, ACH transfers, or both.

No Payment Option - Client can still utilize eSign, but cannot submit payments

Credit Card Payment Optional - Client can use eSign and can choose to pay now

Credit Card Payment Required - Client will be required to pay in order to use eSign

Please note: if you deselect the "Enable Jetpay" checkbox, your merchant account will still be active, but Jetpay will not be available within your Jetbuilt account.

Once you have defined your preferred settings, you can send a proposal to your client with eSign and Jetpay enabled.

Click the checkbox for "Offer eSign/Jetpay" to open a window where you can select the payment options, payment amount (either the full project total or a custom amount for a deposit), and choose between credit card or ACH, and click "Submit".

Then click "Send to Client" to send your client the proposal.

Once your client receives the proposal, they can then sign it and enter their payment information, and you'll receive a notification of the completed proposal.

To accept payment via Jetpay on service cases, you'll first need to enable Jetpay by going to Settings>Service>select your Office, and selecting the Jetpay checkbox under Paid Service Details.

When this checkbox is ticked, the Jetpay option will appear under the Coverage and Payment drop down menu in the Case Details.

Please note: when you select Jetpay from the Coverage and Payment section in the Case Details, the service case cannot be closed until the payment is received.

Now, when that Jeypay option is selected in a service case, the Jetpay "Take Payment" button will appear under the service pricing:

Clicking this button will generate a QR code that your client can scan to bring up the payment form. A link will also be provided here that can be used in lieu of the QR code.

The payment form will include all of the Service Pricing details, and will have fields available for your client to enter their credit card information. If ACH is enabled in your Settings, the payment form will also display fields for ACH transfers.

Once payment is complete, a message will display that says "Payment Successful" and the service case can be closed.

We hope this helps! Please reach out to us in Support Chat with any questions!