All Things Quipli Payments
Topic: "All Things Quipli Payments" Toolbox Talk provided an overview of how to manage payments efficiently within the Quipli system. Key topics included statement payments, unapplied payments, sending payment links, ACH, the customer portal, and custom payment methods.
Key Topics:
Statement Payments: Accept one payment across multiple invoices. Must first be enabled under Settings, General Settings, Options (search "Statement"), set Enable Statement Payments to Yes, and save changes. Once enabled, go to a customer's Collectibles tab and use Make a Payment. All invoices with a balance are selected by default and totaled automatically, but you can choose to pay only specific invoices instead.
Unapplied Payments: Collect a payment from a customer without applying it to a specific invoice yet. Created the same way as a statement payment, just without selecting any invoices. The unapplied balance then shows on the customer's Collectibles tab and can be applied to any future invoice from any pay button in the system by selecting "Pay from remaining balance."
Sending Payment Links: Available from the invoice section of an order by clicking the ellipses and selecting Send Payment Notification. Sent by email by default, and also by text if SMS notifications are enabled (Settings, General Settings, Options, search "SMS," set Send SMS Notifications to Customers to Yes). Enabling SMS also allows sending a text prompting customers to agree to contract terms. At this time, SMS notifications are all or nothing for a customer once triggered on an order, they cannot be limited to specific clients as a standing rule.
Customer Portal: Customers can log in to pay outstanding balances (including full statement payments), add or update payment methods on file, view all orders, and download invoices directly.
ACH Payments: Enable under Settings, General Settings, Options (search "ACH"), set Enable ACH Payments to Yes, and save. Once enabled, renters can be sent an ACH account setup link by email to link their bank account. ACH fees are lower than card fees: 1% for payments up to $1,000, and a flat $10 fee for payments above $1,000.
Adding Cards Without an Order: Cards can now be added directly from a customer's Payment Methods section, without needing to go through Create Order.
Custom Payment Methods: Under Accounting, Payment Method Configuration, unwanted default methods (like cash or check) can be disabled by clicking the X next to them. New custom methods (e.g., Venmo) can be created with a name and description, and will appear alongside standard payment options wherever a pay button exists. Custom payment methods are also included in the Daily Payment Totals and Payments reports.
Restricting Card Types: Under Settings, General Settings, Options ("Types of Cards Accepted"), debit and prepaid cards can be disabled so only actual credit cards are accepted.
QBO Integration: The Quipli-QuickBooks Online integration is one-way only; payments made in Quipli sync to QBO, but payments made directly in QBO do not sync back. Businesses handling accounts receivable in QBO instead of Quipli risk collectible data being inaccurate between the two systems. With ACH and payment links now available in Quipli, many customers have moved their full accounts receivable process into Quipli to avoid this mismatch.
Frequently Asked Questions
Can I turn on text payment links for only some customers, or is it all or nothing?
At this time, SMS notifications are an all-or-nothing setting for your account. However, even with SMS enabled, texts are only sent when you manually click Send Payment Notification on an order, they are not sent automatically. There is currently no way to enable texting for specific customers only.
If a customer pays online through the customer portal, do they get charged the credit card fee?
Yes, if you have a credit card fee (pass-through) set up in your system, that fee will also apply when a customer pays online via credit card, the same as if the payment were taken in the admin console. This only would not apply if you are manually adding the fee yourself rather than using the automatic pass-through setting.
Do payments made in QuickBooks Online sync back to Quipli?
No. The QBO integration is one-way only, from Quipli to QBO. Payments made directly in QuickBooks Online will not sync back to Quipli, which can cause your Quipli accounts receivable and Collectibles screen to become inaccurate if you're processing payments in both systems.
Where do I turn on ACH payments?
Settings, General Settings, Options, then search for "ACH" and set Enable ACH Payments to Yes. Save changes. Renters can then be sent an ACH setup link to connect their bank account.
Can I stop accepting cash or check payments?
Yes. Go to Accounting, Payment Method Configuration, and click the X next to any default payment method you don't want to appear, such as cash or check.
Can I add a payment method like Venmo?
Yes. From the same Payment Method Configuration section, use Create Payment Method to add a custom method with a name and description. It will then appear as an option wherever a pay button exists, and will be included in the Daily Payment Totals and Payments reports.