Run Payments is a secure platform used by thousands of merchants across the world and adheres to all PCI Council and Card Brand requirements. If you need a specific document, please let PlanProphet know, and we will request it from the appropriate department. For merchants to maintain their own compliance, they will just have to do an annual assessment through our PCI partner VikingTrust. This will be managed from their account in Sprint as well as the CardPointe gateway.

Money is deposited the next day.

A sample statement can be found here. It shows what the formatting would look like and how a customer could read what they will see.

The statements are shown the 2nd week of the month.

No, PlanProphet Payments requires a special CardPointe account to provide the integration capabilities we support.

You can certainly run both payment processors at the same time; there is no conflict with that. Now, the goal is to facilitate your processes and being able to accommodate all your payment processor needs so you don’t have to be dealing with two different providers.

Any support related to PlanProphet Payment will be handled by your regular PlanProphet support. You can create tickets requesting assistance as you use to do today. We have members on staff that specialize in payments and will be able to answer any questions. Also, as part of our partnership with Run Payments, we have access to their support for additional assistance.

You have the option to define globally a Credit Card and ACH fee that will be applied on top of the total amount pending for payment. At the customer level, you also have the option to override this value. This gives you the flexibility to apply different fees per customer if desired or even charge some and others not. Once the customer is presented with the payment options, a disclaimer will be presented informing them about the fees.

PlanProphet users would never have access to credit card or ACH information. The underlying platform being used to process payments (Run Payments) securely manages this information. Now, through Sprint, which is the payment portal for merchants outside of PlanProphet, only the authorized users would have access to see the tokenized version of the credit card.

There is a new tab in PlanProphet called Payments. In this tab, all the payments that happen through the portal or in-store will be available along with the corresponding transaction information. These records can be accessed using the standard reports and dashboard of PlanProphet and could also be used to create communications.

The writeback process consists of applying these payments automatically to your MIS. There may be occasions where due to certain discrepancies, the payment couldn’t be written back to the MIS and the corresponding users will be notified for manual intervention.

For Printer’s Plan users using PrintReach Pay, the portal will redirect the customers to their payment landing page and through the regular sync process, the order in PlanProphet will get updated with the new balance. For batch payments, the portal will redirect the customers as well to their payment page, but unfortunately, they don’t support at this stage the ability to process multiple payments at the same time and for that reason, there is no automatic writeback to the MIS. In this case, PrintReach Pay will send an email notifying you a payment has been applied for you to manually associate with the corresponding orders in the MIS.

The same processes that happen when done manually would occur in the MIS. PlanProphet is interacting with the MIS via API, and it is the MIS’s responsibility to execute all the processes that usually occur when a payment is applied.