In this tutorial, you will learn how to create and configure your WidenPay account in a couple of easy steps. We will look at :

1. Account settings
   
2. Payment settings
   
3. View your invoices
   
4. View your bills
   
5. View failed transactions
   
   

Let us begin !

1. If you already have an account, open your internet browser and browse to the WidenPay website at : https://widenpay.com/

2. On the login screen click on the "Sign in with Intuit" [refer to fig 1.0].

[fig 1.0]

3. You will be redirected to the QuickBooks login screen. Sign into your QuickBooks account like you normally do. You can either use your Gmail account or any other account by entering your Email or User ID and Password. Once done, click on the "Sign in" button [refer to fig 1.1].

[fig 1.1]

4. Once you are logged in, on the top right corner of the menu bar, click on the drop down menu next to your name. Select the option "Edit Profile" [refer to fig 3.1] this will bring you to the Edit Profile screen [refer to fig 1.2].

[fig 1.2]

5. Under the Account settings section, enter the following information [refer to fig 1.3 ]

• Last Name
  

• Given Name
  

• Phone number
  

• Preferred language
  

Note; The Email Address is auto populated when the account credentials where created.

Click on the the Next button to proceed to the Payment Settings.  You can also click on the tab "Payment Settings".

[fig 1.3]

6. Under the Payment Settings tab, you will need to configure the following information [refer to fig 1.4 ]:

[fig 1.4]

      Fields to be configured :

1. Company ID :  Pre configured field.  No input required.
   
2. Company Name : Company name that will be displayed on the invoices.
   
3. Sub Domain :  Pre configured field.  No input required.
   
4. Company logo : Logo that will be displayed on the  invoices.
   

1. English & French URL  :  These are the URL addresses that will appear in the clients' emails that will allow them to view and pay their invoices . Please refer to knowledge base article "How to configure your link payment in your WidenPay account".
   

1. Accept Credit Card & Accept EFT :  Payment method by credit card or Electronic Found Transfer EFT (bank to bank ) . This depends on the WidenPay plan that you purchased. See https://widenpay.widenweb.com/pricing/. If you purchased Billing Plan 1, check the "Accept Credit Card" check box. If you purchased Billing Plan 2, check the "Accept EFT" check box. If you purchased Billing Plan 3, check both check boxes. 
   

1. Bambora Merchant ID & Bambora Payment API Key:   Payment provider authentication. Please refer to the knowledge base article  " How to retrieve your Bambora merchant ID and API Key " .

1. Bambora Batch File Upload API Key: Configuration key that will allow you to upload a file containing a list of your transactions.
2. Bambora Report API Key: The Batch Report API allows you to query the status of your batches of bank-to-bank (EFT/ACH) transactions and the status of the individual transactions within those batches.
3. Bambora Profile API Key:  Secure Payment Profile service allows merchants to create secure payment profiles, or just "profiles", for storing confidential credit card, bank account and/or contact details on our server.

Note ;  For the above Bambora configurations, refer to the following knowledgeable article " How to Retrieve Bambora Batch File Upload, Report and Profile API ".

1. Account used for EFT Payment: Select from the drop down menu the account that will be used to record bill payments in QuickBooks ( ex; Checking )[refer to fig 1.5 ].
2. 
   
   [fig 1.5]
   

1. Choose the matching payment method of the credit card: Select from the drop down list, the payment method that will be used to record the credit card payment that occurs in WidenPay in QuickBooks (American Express, cash, ...)[refer to fig 1.6 ].
2. 
   
   [fig 1.6]
   

1. Choose the matching deposit account of the credit card: Select from the drop down list, the deposit account that will be used to record the credit card payment that occurs in WidenPay in QuickBooks (Inventory Asset, Prepaid Expenses, ...)[refer to fig 1.7 ].
2. 
   
   [fig 1.7]
   

1. Choose the matching payment method of the direct deposit: Select from the drop down list, the payment method that will be used to record the direct deposit/EFT payment that occurs in WidenPay in QuickBooks (American Express, cash, ...)[refer to fig 1.8 ].
2. 
   
   [fig 1.8]
   

1. Choose the matching deposit account of the direct deposit: Select from the drop down list, the deposit account that will be used to record the direct deposit/EFT payment that occurs in WidenPay in QuickBooks (Inventory Asset, Prepaid Expenses, ...)[refer to fig 1.9 ].
2. 
   
   [fig 1.9]
   

           

8. Next will will look at the Bill screen and its available options . On the top menu [refer to fig 1.12] , click on "Bill".

9. The Bills screen [refer to fig 1.13  ],  displays all bills with their different status. You can view information such as Bill No. , Customer name, total amount, date of the Bill. You can search by Bill number or customer name. The Bill screen also allows you to paid a bill or to view the invoice as well .

[fig 1.13]

10. Last will will look at the Failed Transactions screens and its available options. On the top menu [refer to fig 1.14] , click on "Bill".

[fig 1.14]

9. The  Failed  Transactions  screen [refer to fig 1.15 ],  displays all transaction that failed with their different status. You can view information such as Invoice No. , Customer name, total amount, Error code , date and action taken. You can search by Invoice number, customer name or Error Code. T

[fig.1.15]