Process card and ACH payments

With Passare's integrated payment processing with First American, you can easily process and enter payments on the Payments and Adjustments page.

If you haven't already you'll need to register with our processing company, First American. It takes 10 minutes to complete your application!

Jump ahead to:

Card payments

Once you've registered with First American and your account has been connected, go to the Payments and Adjustments page and select Add Transaction > Add Payment.

If you have multiple locations registered with First American, make sure you have the correct Branch selected.

Branch selected

 

Choose the Card payment option and enter the Amount, Date, and Payer.

You'll have the option to add a Receipt Number, Memo and Email Receipt.

Screen to enter payment details

 

If the payer is not already entered in Passare, additional fields will appear for you to complete the Payer Details. Any field with an * is required to process the payment. Screen to enter payment details

 

Next, you'll choose how to process the payment.

Swipe card

Option 1 is to Swipe the card using your payment terminal.

Once you've entered all the payment info, select Swipe.

Processing options selection

 

This will allow you to swipe the card with your payment terminal. If you don't have the terminal plugged into your device, you'll need to enter the card info manually.

 

Once you select Swipe, a confirmation message with the payment amount will appear. Use your integrated payment terminal to swipe the card.

Swipe confirmation

 

The payment will begin processing. Once processed, you'll see a confirmation or declined message.

Confirmed message

 

If the payment was declined, you can try swiping again or enter the card manually.

Enter card

Option 2 is to enter the card info manually. Enter the required fields and Process the payment.

Enter card fields

 

A confirmation with the payment amount will appear. Select Process to complete the payment. 

Process payment confirmation

 

Once processed, you'll see a confirmation or declined message.

Save payment only

Option 3 if you've already processed the payment outside of Passare, you can Save Payment Only. This will allow you to enter the payment info without charging the card.

Enter the Amount, Date, Payer, and Save.

Save payment only fields

Void payment

You can void a payment as long as the daily batch has not been processed.

 

The daily batch is processed at 3 p.m. CT.

 

To void a payment, select the gear drop-down and choose Void.

 

Select Void.Select the void button

A confirmation modal will appear select, Void to confirm. Void payment confirmation

Refund payment

If the daily batch has been processed, you'll need to submit a Refund.

You can refund the full amount or update the Refund Amount for a partial refund.

To refund a payment, select the gear drop-down and choose Refund.

Refund in the gear dropdown

 

Select Refund.

Refund fields

 

A confirmation message will appear, select Refund again. The status will show Refunded.

Status history

To see the status history select the gear drop-down and choose Status History.

It'll show the date and time for each status.

Status history model

ACH payments

You can also process ACH payments. Select Add Transaction > Add Payment.

Choose the ACH payment option.

Enter the Amount, Date, and Payer.

You'll have the option to add a Receipt Number and Memo, as well as the option to send an Email Receipt.

If the payer is not already entered in Passare, additional fields will appear for you to complete the Payer Details.

Enter the Routing Number, Account Number, Account Type, and Process.

ACH payment fields

 

A confirmation with the payment amount will appear. Select Process to complete the payment. 

ACH payment confirmation

 

The payment will show that it was processed. It can take 2-3 business days for ACH to process through the bank. If the payment is declined for any reason, the user set up to receive notifications will get an email letting them know the payment was declined. 

You can also Void, Refund, and view the Status History for ACH payments.

 

Need Help? Email us at support@passare.com or call 1-800-692-5111. Or call First American support at 1-844-898-0341.