Payment Processing using BNG

Overview

Autotask Payment Processing is an integration of Autotask with the Kaseya BNG Payment Gateway through its ConnectBooster user interface. Once set up, Autotask customers can:

  • Accept credit card or eCheck payments right in Autotask
  • Allow their clients to process payments themselves in the Client Portal. Refer to Making a payment on an invoice.
  • Apply payments made to a voided invoice to another invoice
  • Issue full refunds

Once the integration is set up, you can process payments directly in Autotask, while the client's wallet information is stored in a secure vault in the payment gateway. At no time does Autotask store credit card or account numbers, not even in an encrypted format.

IMPORTANT  If you are currently processing payments through another payment gateway such as the QuickBooks payment gateway, make sure that only one payment gateway is enabled at the same time. Nothing will prevent you from processing the same payment twice.

Workflow

If you have enabled the integration with KaseyaOne, a Cooper Insight will remind you to "Enable the Autotask and CB integration for electronic payments."