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Manage Credit Cards, ACH and select Default Payment Profile for AutoPay in HUB
 
 

Steps to Manage Credit Cards

 
 
 
 
  1. Click on the link Global Settings
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  1. Click on the link Manage Credit Cards

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  1. Click on the + sign icon to add a
new Credit Card


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  1. Enter in the Card Number

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  1. Enter in the Expiration Date


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  1. Enter in the Year

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  1. Enter in the CV Code

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  1. Click on the button Save & Authorize


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Steps to Manage ACH


Hub now has added “ACH” as additional mode of payment for its customer to pay Invoices. This document will help setup an “Account” for ACH transactions. An added security measure is a mandated verification by Payment Gateway provider. You can add multiple accounts into the ACH and can choose any account from list to make payments.
Below are the steps to be followed to setup ACH in your HUB login.

 
Global Settings

 
  1. Go to “Global Settings” on top right corner.

 

 
 
 
  1. Go to “Banking Details”. Click “Manage ACH”
 



 
  1. “Manage Bank Account” screen will show up to add bank details
   Key fields are:
  • Account Number from which you wish to pay Invoices
  • Routing Number of the account


 
 
  1. Once, you “Save” the Bank details. It goes on the “Pending Verification” status as below
  1. To verify the account, payment gateway provider “Strip in this case” credits two amounts in your bank account.
Key Notes
-  It takes 24 – 48 hours to get credit in your account
- The amount will be in cents as 2 different transactions (E.g. $ 0.29 and $ 0.87)
  1. You need to enter the amount for verifications without decimals as E.g.  29 and 87 and click Verify. If the values are valid, it will verify the account and then its ready to use in your payment screen.
Key Notes
  • It gives you 10 attempts to pass correct value, it will then disable the verification request and a new request will need to be initiated
  • Input values in Amount 1 and Amount 2 respectively
 
 
 
 
 
 
 
  1. Once the account is verified, you can transact via ACH.

Key Notes:
  • Choose ACH in order to pay from your “verified account”
  • Its takes 24-48 hrs to debit your account
  • The Invoice will stay “pending” till the Velosio account confirm the receipt of funds. The turnaround time is approx. 24 – 48 hours



 

Click Manage Default Payment Profile for AutoPay

 
  1. Click on Payment Profile for AutoPay
 
 
  1. Click on Add Card if you need to add a new Card                                                
 
  1. Click on Add ACH if you need to add a new ACH 
                                                                                                         


 
  1. Select Bank Account / Card to make Default