đ What You'll Learn
Every Card Payment Has a Processing Fee: For most accounts, the fee is about 3%. You either absorb it or pass it to the family as a surcharge.
Card Type Decides the Surcharge: Credit cards can be surcharged up to 3% where your state allows it. Debit and prepaid cards are never surcharged. The card type is detected automatically at checkout.
Pay Straight From the Bank (ACH): ACH costs 1%, capped at $10, and you absorb it. On a $5,000 payment that's $10 instead of $150 by card. You can turn it on in Payment Settings.
Cards Clear Now, Bank Payments Take a Few Days: ACH payments take 1â4 business days and show as Processing, Succeeded, Failed or Returned.
New: Refund ACH Payments Online: Issue a full or partial refund right from the case.
Apple Pay & Google Pay: One-tap checkout is already built into your online store, with no extra work for your team.
The Reports Page: Business Insights gives you the big picture. Financial Reports give you the details, with five ready-made reports you can filter, arrange and download as a CSV.
Text Notifications: Case alerts go straight to your phone, alongside your email notifications. To turn them on, go to Settings â Team â Enable Message Alerts, then choose your alerts under Settings â Notifications â Case Activity.
Your AI Assistant: Ask plain-language questions inside your dashboard to get answers, drafts and lists in seconds.
Getting Help, Fast: Client Success is your strategic partner, so reach out to them to think and plan. Customer Support is your fast-fix team, so reach out to them to change or fix something.
đ AMA Summary
This month's AMA covered the top Parting Pro capabilities you didn't know about, all of which are already built into your account. We explained how card processing fees work, including how the card type and state rules decide what can be passed to families. We also showed how ACH bank payments can cut fees on large payments and covered the new online ACH refunds. Apple Pay and Google Pay give families a faster, one-tap checkout.
We walked through the Reports page, which helps you know your numbers without the spreadsheet scramble. We also showed how text notifications keep you on top of every case from your phone, and how the AI Assistant answers everyday business questions in seconds. For help, contact Client Success by email or a quick call, reach Customer Support through in-app chat or [email protected], and try the Help Center at help.partingpro.com first.
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