DesignPay is an embedded solution that fully integrates payments, reporting and support. It’s simple, fast and all payments made with DesignPay will automatically be entered into Design Manager. You can choose what's best for your business - you can accept credit card payments, bank transfers, or both.
Cards: 3.5% per transaction
Bank Transfers: 1% up to $35 per transaction
No transaction caps means you can process large transactions with ease.
Using DesignPay can lead to significant benefits for your business including;
Reduction in Reconciliation issues
Reduction in Aged Accounts Receivable
Less time manually entering Payments = More efficiency
Before you begin the setup process you'll need to have your business information ready, here is the information you need to have ready:
Basic business information like name of business, address, phone number and account email
Your business organization type. For example, Individual/Sole-Proprietor, LLC, LLP, Partnership
The average Payment you receive on Client Proposals and Invoices. For example, on average, my Clients pay me $5,000 on Proposals and Invoices in a month.
The maximum Payment you could receive on a Proposal and Invoice. For example, the highest Payment I have ever received from a Client was $150,000 so I will over estimate and enter $200,000.
The total amount of monthly Payments you receive on Proposals and Invoices. You can gather this information from adding all your Cash Receipts or Payments received for a month
Account owner name, date of birth and social security number
Financial institution name, routing number, account number and login information (username and password)
When you have all the information from above, log in to Design Manager and in the navigation bar to the left, click on Design Pay and then click the green Start Accepting Payments button and follow the steps below.
If you would like help setting up DesignPay, click below to schedule a 20 minute session.
1. Enter the business account holders first and last name, business email and select your Organization type from the drop down field. The business email you enter should be accessible in case you need to reset your Design Pay password. When finished, click on Next step.
2. Enter the Business legal name, Business DBA (can be same as your business name), Phone number, Website and keep the MCC as General Contractors Residential and Commercial (1520). Note: Do not change this or select something different, doing so could result in higher fees.
Then enter your estimated activity:
Average Payment Amount: this would be the average Payment you receive on Client Proposals and Invoices.
Maximum Payment amount: this would be the maximum Payment you could ever receive on a Proposal and Invoice.
Total monthly Payments amount: this would be the total amount of monthly Payments you receive on Proposals and Invoices.
When finished, click on Next step. If you need to go back and edit a previous step, click on the arrow to the left of Next step.
3. Enter the Business Address, City, State and Zip/Postal code. When finished, click on Next step. If you need to go back and edit a previous step, click on the arrow to the left of Next step.
4. Enter the owners First and Last name, Date of birth, Social security number, Email, Phone number, Address, City, State, ZIP/Postal code. When finished, click on Next step. If you need to go back and edit a previous step, click on the arrow to the left of Next step.
5. Select how you would like to add in your financial institutions information. You can select to Connect with your financial institutions login or Add your bank manually. When you select to Connect with your financial institution, follow the prompts to enter your information.
IF you select to Add your financial institution manually, enter the information and click on Add bank account.
When finished, click on Next step. If you need to go back and edit a previous step, click on the arrow to the left of Next step.
6. Review the information you entered in the previous steps and if it shows an error or you need to make a change, click Edit next to the section on the right to enter the correct information. At the bottom, review the Terms of Service and click in the box to agree. When finished, click on Confirm & submit.
