How to configure ACH & Credit Card fees in FinancePro
To configure ACH and credit card fees in FinancePro, navigate to Settings > State Settings under Quoting & Account Management, log into each operating state, and set the appropriate fees for commercial and personal accounts in the specified fields for credit card and eCheck/ACH transactions, ensuring this is done separately for each state and account type.
- 1.
Navigate to Settings.
- 2.
In the "Quoting & Account Management" section, select State Settings.
- 3.
Log in to each state in which the finance company operates.
- 4.
Within each state, configure the appropriate fees for each account type (commercial and/or personal).
The fields requiring updates, where fees should be configured, are:
- Other Fee for Credit Card ($)
- Other Fee for eChecks/ACH ($)
- Other Fee for Recurring Credit card ($)
- Other Fee for Recurring eChecks/ACH ($)
- 5.
Ensure that fee configuration is performed separately for each state and at each account level (personal and/or commercial) with which you conduct business.
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