Payment Processing in Invoice Management

Payments in Invoice Management can be received directly by enabling Payment Processing.

If you are interested in setting up Payment Processing, please contact your Account Manager.

Enrolling with Nuvei Payment Processing	Adjustment History
Enabling Payment Processing	FAQ
Processing Payments
Payment History

Payment Processing is only available for accounts in the United States.

Customers enrolling with Nuvei are subject to additional monthly and/or variable processing/transaction fees.

Enrolling with Nuvei Payment Processing

You must successfully enroll and onboard with Nuvei, our partnered payment processor, to enable this feature in Janitorial Manager.

Once enrolled, you will receive your Nuvei Merchant ID, Merchant Secret, and Site ID.

Please contact your Account Manager to initiate Nuvei enrollment.

Enabling Payment Processing

Enrollment with Nuvei must be completed before payment processing can be enabled.

1. Go to Gear icon > Manage Account.
2. Open the Settings subtab.
3. In the Invoice Settings section, enable Receive Payments.
4. Fill in the information.
   • Nuvei Merchant ID
   • Nuvei Merchant Secret
   • Nuvei Merchant Site ID
   • Receive payment for all customers?
5. Click Save to confirm.

Processing Payments

Visa, MasterCard, and American Express credit/debit cards are accepted. 

Processing Customer Payment

1. On the Invoices tab in Invoice Management, click the $ icon in the Actions column.
2. The Payment Summary will be visible. Expand Detailed Summary to view individual line items.
3. Click Pay now.
4. Fill in the information. All fields are required.
   • Cardholder Name
   • Cardholder Email
   • Credit/Debit Card Number
   • Card Expiration Date
   • Card CVV/CVC
5. Click Checkout.
6. If the payment was successful, the invoice number, transaction number, and payment date will be shown.

Prompting Customer Payment

Customers can access the payment portal from the emailed invoice. To email invoices:

1. On the Invoices tab in Invoice Management, click the Email icon in the Actions column.
2. Fill in the information. Required fields are marked with an asterisk (*).
   • From - Emails are sent from [e-mail].
   • To*
   • CC
   • Subject* - Email title.
   • Body* - Additional text.
3. Click Send.

Payment History

Payment History shows a record of all submitted payments. Payments can be voided or refunded from this page. Expand Voided or Refunded transactions to view details.

1. In Invoice Management, open the Payments tab.

Void Payment

Pending payments can be voided. Voiding a payment cannot be reversed.

1. Click the Void button in the Actions column.
2. Enter the reason for voiding the transaction.
3. Click Void to confirm.

Refund Payment

Refunding payments cannot be reversed.

1. Click the Refund button in the Actions column.
2. Fill in the information. All fields are required.
   • Refund Amount ($) - The total refunded amount.
   • Reason - The reason for refunding payment.
3. Click Refund to confirm.

Adjustment History

Adjustment History shows details related to void or refunded payments, such as the transaction date, ID, and refunded amounts. Expand the row to view additional payment data.

1. In Invoice Management, open the Adjustment tab.

FAQ

Question: Can my customer pay their invoice using e-check, ACH, or direct deposit through Payment Processing?

Answer: No, our Payment Processing currently accepts Visa, MasterCard, and American Express credit or debit cards. Payments using other methods can be recorded manually.

Question: Can I use Payment Processing with a vendor other than Nuvei?

Answer: No, payment processing is only available through Nuvei. Payments can still be documented if received outside of JM.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.