Handling Credit Card Payments

Marking a payment as Credit Card on an invoice or payment form records it in Boulevard but does not submit the transaction to the payment processor. To complete the payment, the transaction can be submitted through Credit Receivables in Boulevard or if processed directly with the payment processor the card processing fee recorded in Boulevard.

New! Use Stripe to submit payments through Boulevard or send direct payment links.

Options:

Submit a transaction through Boulevard: Use this option if you have an active ProPay or Stripe account. You can then either submit the transaction immediately or email a direct payment link to enable the customer to enter their payment information and submit it.

Transaction submitted outside of Boulevard: This option is used only to record processing fees in Expenses in Boulevard. You can use it if you did not submit the transaction from Credit Receivables, but instead, have already submitted it outside of Boulevard using ProPay, Stripe, or another payment processor.

Tip: To delete the transactions without processing or recording an entry in Expenses, select the checkbox next to the transaction (or the checkbox column header to select all). From the toolbar, select the delete button then choose Yes to confirm.

From the sidebar navigation, selectBusiness Tools, then Credit Receivables.

Submit a transaction through Boulevard

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Before continuing, ensure your payment processor account information is connected under the Payment Processors tab in Preferences. See Connect Your ProPay or Stripe Account for detailed steps. Alternatively, you can email a direct payment link to the customer so they can enter their information and submit payment.

For the security of your customers and to ensure your business is PCI-compliant, your payment processor stores your customers' card information, not Boulevard. See Add or Update a Customer Payment Method for more details.

Select the checkbox next to each transaction you want to submit, then select the submit payment button to submit.

Successful Transactions:

If the payment is approved, the transaction will be removed from Credit Receivables, and the associated fees will be automatically posted to Expenses. The payment will also be recorded under the Account section of the contact's profile with the applicable information in the Reference field, and on the Payment History report.

Stripe processing fees are pulled directly from Stripe, whereas ProPay fees are calculated based on the fee structure in Preferences.

Declined Transactions:

If the payment is declined, the transaction will appear in red along with the reason in the Processor Response field. Select the checkbox next to the transaction, then select the manage contact information button and choose either View Profile or Manage Payment Method to re-enter or add new credit card information. When finished, resubmit the transaction.

If the transaction declines again and you've verified with the customer that the card information is correct, contact support for your payment processor (Stripe or ProPay) for additional help.

Transaction Submitted outside of Boulevard

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The following steps record an Expense entry only for the processing fees collected by your payment processor when the transaction was completed.

Select the checkbox next to the transaction that has already been processed.
From the toolbar, select the received payment button.
In the Payment Expense Entry form, if necessary, enter the Date the transaction was processed.
If specified in Preferences, a Category will be set as the default for the expense entry or select one from the drop-down menu.
From the Processor drop-down, select the processor that was used (Stripe, ProPay, or Other).
If specified in Preferences, fee information will populate. If necessary, select a fee type and update the amount in the Fee field.
When finished, select OK to create an entry recording the processing fees in Expenses.

Additional Information:

The following links are provided as a courtesy. If you need assistance with Stripe or ProPay to find out if a payment was successfully processed or more information about a decline message, please visit their websites.