FAQ

Electronic Processing Information

To set up electronic processing in Probill, we proudly invite you to take a look at our merchant processor, PaySimple. Our partnership with them has allowed us to set competitive rates for Probill customers. Since our software is tightly integrated to their gateway, you will immediately see the benefit of additional Probill features. These features include the ability to charge on a recurring basis, check deposit dates, reconcile bank statements, and void/refund payments directly through the software.

One of the most useful benefits of working alongside PaySimple is that they also handle ACH processing. Electronic check processing is the most affordable option to automate transaction handling in Probill. With this option, you no longer need to enter single check payments into the software and then take a stack of checks to the bank to deposit – truly a time saver. As with credit card processing, setting up ACH is as simple as entering your customer’s charge information into Probill. All you need to do is process these transactions based on your billing cycles and you’ll see the funds in your bank account in a few business days. For more information about PaySimple and to view their rate sheet click here

If you would prefer to use your existing credit card processor in conjunction with Probill it may be possible. Click here for more information.
If you are only interested in processing payments via electronic check, click here for more information.

You can also feel free to give us at 1-800-409-4997 to discuss specific integration options with you.

Setting Up Credit Card With Your Own Processor

USAePay Logo

Probill’s partnership with PaySimple enables you to reconcile bank statements, view returned checks, and void/refund payments directly through the software. It is still possible to use a merchant processor other than PaySimple, however, these specific features will not be available for your convenience.

If you choose to use your existing merchant company, they must process with a compatible back-end processor. Probill can interface with providers on the TSYS/VITAL, FDMS Nashville, Paymentech, or Global platforms using our alternative electronic processing gateway.

The registered gateway service provider that powers our electronic Gateway is USAePay with a vendor ID of 234 and software version 2.0. The USAePay gateway fee is $24.95 per month as opposed to PaySimple’s $19.95 per month. Keep in mind, ACH transactions are done through Vericheck – the ACH company both us and PaySimple partner with.

Your merchant company will help you fill out the appropriate information sheet (attached below).

FDMS Information Sheet
TSYS/Vital Information Sheet
Paymentech Information Sheet 
Global Information Sheet

At times it may be challenging to reach the correct person with your merchant processor to receive the information you need. Consider calling their technical service department as they are more likely to be able to provide you with these details. If this information becomes difficult to obtain or your merchant processor is one of the few providers Probill doesn’t support, you may consider changing your service provider to PaySimple. This is the merchant processor we partner with and they have set up a great plan for Probill customers. In addition, there are many useful features to make running Credit Card and ACH transactions more efficient and convenient through Probill. If you are interested you can view more information by following the link below.

For more information about PaySimple and to view their rate sheet click here

If you are also interested in processing ACH or electronic check payments click here

Info About ACH Payment With Vericheck

Processing ACH payment via electronic checks is the most affordable option to automate transaction handling in Probill. With this option, you no longer need to enter single check payments into the software or take checks to the bank to deposit. To process these transactions through Probill, you simply enter a customer’s routing number and account number into the software and process the transactions based on the customer’s preset billing cycle. Recurring charges can be set to monthly, bi-monthly, quarterly, semi-annually or annually. Funds will automatically be deposited into your bank account after just a few business days and the process is complete.

The company we partner with is Vericheck; they currently charge only 50 cents per transaction with a $12 monthly minimum. This option is almost always less expensive than the discount rates charged by credit card companies. If you would like to get setup to process checks electronically through Probill, you will need to set up an account with Vericheck. Simply follow the link provided below, fill out Vericheck’s application and either email the form to support@vericheck.com or fax the form to them at 404-872-3490. If you have any problems please don’t hesitate to get in touch with us directly using our contact page or by any other means of communication and we will endeavour to get back to you ASAP. We have a dedicated team of specialists who’s sole purpose is to make your transition to Probill as smooth as possible.

For more information about Vericheck and to view their application click here

Misaligned Invoice Emails

Invoices or proposals may appear skewed when sent via email because they are sent using HTML. Different email clients such as Outlook, Gmail, Yahoo, etc. render HTML differently. To resolve this you may select the option to attach the invoice as a PDF. 

Late Fee Setup

Fixed Late Fees | Enter a fixed rate and choose aging to apply to overdue customers

Annual Percentage Rate (APR) | This late fees generates based on a percentage of the total amount due. Enter the annual amount during setup, Probill automatically divides this number by 12 to calculate the monthly rate. 

Greater of Fixed or APR | Automatically generate the late fee with the higher rate.

Print Mailing Labels

Generate a customer list by selecting the “Find” button in the customer information screen. Enter something your customers have in common (state, zip code, bill cycle, etc) to create a specific search, (or leave these fields blank to pull up all customers) then “Find Match“. When your list appears select “Process Documents” to bring you to the documents screen. At the top, you have the option to “Choose a Document” and select “Labels” from the drop-down menu. Then Print Customer Group.

Avery 5×62  |  1 1/3″ x 4″  |  14 per sheet

Duplexing

Add newsletters or promotions to the back of your recurring invoices with the document generator by saving the document in the Duplexing section. Once you have created the newsletter or promotion you would like to appear on the back of your invoice, select the drop-down menu “Monthly“, then “Print Recurring Billing“. The bottom of this screen is where you can check-mark “Print a letter on the back of your Invoices“.

To create your document for Duplexing, select the drop-down menu “Setup“, then “Documents“. At the top left where it says, “Available Documents:”, navigate to the drop-down menu “Duplexing“. Here you are able to create, edit, view and remove documents as you wish.

*The cost for duplexing using our Mail Processing Service (MPS) is an additional 8 cents per mail piece.

Printer Setup

On the main-screen of Probill select the drop-down menu “Setup“, then “Printer“. Here you are able to choose the print method you would like.

Mass Print & Email Documents

Generate a customer list by selecting the “Find” button in the customer information screen. Enter something your customers have in common (state, zip code, bill cycle, etc) to create a specific search (or leave these fields blank to pull up all customers) then “Find Match“. When your list appears select “Process Documents” to bring you to the documents screen. Select the item you would like to print or e-mail and then at the bottom, you have the option to “Print Multiple Documents” or select “Email Document“.