How to setup your WidenPay Advanced Settings
How to Set Up Your WidenPay Advanced
Settings
In this tutorial, we will guide you through
configuring your advanced settings
Let’s begin!
If you
prefer learning through video, you can skip this tutorial and watch our online
video “How to Configure WidenPay,” which covers the complete setup of the
product.
Let’s
begin!
1. If you
already have an account, open your internet browser and go to the WidenPay
website: https://widenpay.com/
2. On the
login screen, click on "Sign in with Intuit" [see fig 1.0].
[fig 1.0]
3. You will
be redirected to the QuickBooks login screen. Sign into your QuickBooks account
as usual. You can use your Gmail account or another account by entering your
Email or User ID and Password. Once completed, click on the "Sign in"
button [see fig 1.1].
[fig 1.1]
Note: the
following:
You may be asked if you
want WidenPay to use information from your profile When you select
Allow, Intuit will allow WidenPay to access your information, including your
profile information, your email, your phone number, and your address.If this is
your first time accessing your WidenPay account, you may be asked to connect to
QuickBooks.
Please refer to the article: How to connect or reconnect to my Quickbook account
4. Once logged in, go to the top-right
corner of the menu bar, click on the drop-down menu next to your name, and
select "Edit Company Settings" [see fig 1.2].
[fig 1.2]
5. On the Advanced Settings screen, you can add the follwing options [see fig 1.3].
[Fig 1.3]
5. Select the configurations desired.
- Auto Charge All invoice
- Auto Charge Recurring Invoice Only
- Allow Your Customer To Opt Out Autocharge
- Addres Verification when processing credit card
- Payment method based on invoice
- Automate deposit
- Merge Bill Payment for same vendo
6. Once done, click on the Save button.
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