Managing Payments

Employers can make payments online via PowerDetails Pay, or you may also choose to enter the payment on their behalf. This can be done manually (like entering cash or check information) or with a credit card or bank account.

Note: When using the Personnel Direct Deposit feature with PowerDetails Pay, estimates may not be paid in advance.

Go to Billing > Estimate Search or Invoice Search to locate the appropriate estimate/invoice using the filters on the left search panel. Click on the ID to open the form and scroll down to the Payments section. Click Receive Payment to enter the payment details.

Sites paying personnel through direct deposit will display a payment calculator containing all line items. Check the box of the line items you would like to pay, and the Payment Amount field will update automatically.

Employees that have not registered their bank account for direct deposit or whose job has not yet been reviewed by an administrator cannot be paid on this screen. Check or cash payments must instead be recorded.

When paying via either electronic or non-electronic methods, line items that cannot be paid will display either a yellow warning icon  or an exclamation icon  to indicate this. Hover over the icon to view the explanation.

Entering a manual payment

When entering a cash or check payment, use the Payment From drop down menu to define the method of payment.

Click Next to review the payment entry and press Save or Make Changes if needed. The record will then appear on the estimate/invoice's Payments section.

Entering a Credit Card Payment

If your site has PowerDetails Pay enabled, you will see an option to enter credit card information when clicking to Receive Payment. PowerDetails Pay is powered by Stripe.

Enter the credit or debt card information along with the payment amount. The amount will default to the balance on the estimate/invoice, but can be changed for partial payments. Click Pay to review and confirm the payment.

Note that every credit card payment incurs a processing fee as indicated in your site's PowerDetails Pay settings.

If the employer is responsible for the processing fee, it will be added on when confirming the final payment amount (see image below). If your agency is responsible for the processing fee instead, it will simply be deducted from the deposit and will not be shown to the employer.

A printable payment receipt will appear for your records. Additionally, a PowerDetails message and alert (if enabled) will also be sent to administrators and an email will be sent to the billing email address of the associated employer.

The completed transaction will show within the estimate/invoice's Payments section. 

Entering an ACH (Bank Account) Payment

If your site has PowerDetails Pay enabled, you will see an option to enter bank account information when clicking to Receive Payment.

PowerDetails Pay uses Plaid to link to the payee's bank account. Click to Continue and enter the credentials after selecting your bank. Once connected, you will be able to select an account to pay from. 

     

Note that every ACH payment incurs a processing fee as indicated in your site's PowerDetails Pay settings.

If the employer is responsible for the processing fee, it will be added on when confirming the final payment amount (see image below). If your agency is responsible for the processing fee instead, it will simply be deducted from the deposit and will not be shown to the employer.

 

A printable payment receipt will appear for your records. Additionally, a PowerDetails message and alert (if enabled) will also be sent to administrators and an email will be sent to the billing email address of the associated employer.

The completed transaction will show within the estimate/invoice's Payments section along with the Transaction ID. This can be used to reference any payout questions within the PowerDetails Pay Transaction tab, or when contacting the PowerDetails support team.

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