A short guide to using BlueSnap in Harmony

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    Written by HarmonyPSA on 2018-01-24 Last updated 2018-07-16 - 2 minute read

Taking payments using Bluesnap from within Harmony could not be simpler, it breaks down into just four stages:

Stage 1

Open a Bluesnap account. From this account set-up process you will get a Bluesnap API username and a Bluesnap API password.

Save these, you need them in step 2

Stage 2

Connect your Harmony instance to your Bluesnap account. To do this, you go into Finance/Setup/System/Financial Settings and at the bottom of the page you will see fields for the Bluesnap Account name and password you created in Step 1. Insert them and save.

Now you are ready to start collecting money immediately.

Stage 3

Go to the customer home page for the first customer you are going to use Bluesnap for, scroll down to the third panel “Payment Method” and in the drop-down list, select “Bluesnap” (remember to save that change). Then to the right below you will see a panel called “Credit Card Details”. In this panel is a drop-down list of the external contacts with that customer.

Select the one whose credit card will be used and click “Go”. Bluesnap will send them a form to enter their card details and once completed, Bluesnap will send your Harmony instance a token containing the card type, their name and the last 4 digits of their card number - these details are displayed on the Harmony page so that you know you can start collecting money.

You may also wish to change their invoice footer to one where you have entered something like:

Issued for information only, the amount shown will be collected by credit card

so they don’t accidentally pay twice.

Repeat for the others.

Stage 4

Now go to Finance/Tasks/Invoices/Unpaid Invoices screen and you will see a filter in the top right corner called “Payment Method”. Use this to select all invoices with Bluesnap enabled. Then select them all (or by payment due date etc) and click on the button on the bottom right of the form “Pay by Bluesnap” and the money will arrive in your Bluesnap account in seconds (Bluesnap transfers to your bank account on T+5 btw). As the payments are processed, you will see the following response appear in the right hand column of the grid row by row:

Success!

If you don’t get a success update, the card has failed and you will need to contact the customer to submit new card details.

When Harmony receives the success message, it allocates the funds and marks the invoice as paid. And of course this works in any currency, just like all other financial processes in Harmony.

You could also set up a Kanban board column that filters the unpaid invoices list by Bluesnap payment method and displays it on the Credit Control board. Then just click the column heading whenever an invoice appears allows you to invoke payment direct from your dashboard.

And that is all there is to Bluesnap integration.

Spoiler alert, coming soon...

But we decided this wasn’t good enough so in Q1 we will be releasing the ability to fully automate your work-to-cash cycle. This will build on our bulk invoicing and automatic recurring billing invoicing so that not only will the invoice be created automatically and emailed to the customer, the Bluesnap collections process will then collect the money automatically on the due date.

This means a recurring contract, once initialised, will simply deliver funds direct to your account without you needing to do anything, nothing, nada...

The automation of other contract types will be added through the year.

So, no more weekends raising the same boring invoices or weeks spent calling around chasing payment.

You do the work, Harmony does your invoicing and collections without you lifting a finger. Now, that’s what we call process automation!

 

About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. HBS is an independent company based in the UK. Follow HarmonyPSA on or LinkedIn


Tags: automation, billing processes, Business, Integrations

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