TSA Payments is an embedded payment processor. This payment processor allows in-app refunds and also allows your shed customers to pay via ACH.

This article is intended to be used as a “How to . . . “ reference for TSA Payments.

How to Get Started with TSA Payments

1. Contact support and ask to be placed on the waiting list for TSA Payments.

2. We will send you an onboarding application to fill out.

3. Upon completion, we will schedule a short call to confirm a few details.

4. About One week after the onboarding application has been approved we can make TSA Payments available to your account.

How to Accept ACH Payments

ACH payments can be made by your customers and/or collected by sales people in the order form. The customer only needs the routing number and account number for their bank.

ACH Payment Steps

1. Create a new order in the order form and proceed to the ‘Summary’ of the order form.

2. Click ‘Continue’ and proceed to payment.

3. Click on the ACH payment method

4. Enter your routing number

5. Enter your accounting number twice to confirm

6. Select ‘Personal’ or ‘Business’ to indicate the type of account.

7. Click ‘Receive Payment’

How to Manage TSA Payments

After your account has access to “TSA Payments” there will be two additional reports made available in your account.

• Reports > TSA Payments

• Reports > TSA Deposits

The TSA Payments report allows you to view all payments processed through “TSA Payments”. These payments can be refunded directly from this report.

Refund a Payment

Search and filter the report by using the filter options available in each column

The TSA Deposits report allows you to view and export all the deposits made to your connected bank account. Each deposit export is broken down by payment and can be easily exported in “CSV” format.

FAQs

How long does it take to onboard on to TSA Payments?

• Usually about a week from when onboarding is requested

What are the fees?

• The fees are displayed in the “Service Agreement” for your account. You can find the Service Agreement by navigating to System > Settings > Account > Service Agreement.

• If you don’t see the fees displayed in your service agreement, reach out to support to get the service agreement updated.

Can ACH be turned off?

• At this point, ACH cannot be disabled.

Do ACH and Credit Card Convenience fees get charged to the Customer?

• You can control whether the convenience fee will get charged to the customer or they will be charged to your company in the settings. You can find this setting by navigating to System> Settings > Payment > Convenience Fee Settings. Here you can set the percentage you would like to charge the customer per Credit Card or ACH payment