Payments Overview

Payments Overview

The Payments page (https://app.bulksource.com/financial-operations/payments) displays all payment activity for your organization. This section provides detailed information about each payment, including status, method, and transaction details.

Payment Methods

Payments can be processed using the following methods:

• Cash
• Paper Check
• Bank Transfer (ACH)
• Credit Card
• Card Present (requires a BulkSource-supplied credit card terminal)
• Unreconciled Payments

Where Payments Can Be Made

Payments can be recorded or processed in several locations within BulkSource:

• Customer Page -- Add unreconciled payments directly from the customer record
• Scale House Module -- Add unreconciled payments or process payments during ticketing
• Invoice Page -- Process payments against specific invoices
• Customer Portal -- Customers can make Credit Card or ACH payments through their online portal. Cash and Paper Check payment options are not available in the Customer Portal and must be processed by your team internally.

Payment ID and Payment Processor

Each electronic payment is assigned a Payment ID that corresponds to the transaction record in the payment processing platform. This ID is useful for back-end verification and troubleshooting payments processed through the payment portal.

Note: Cash and Paper Check payments do not generate Payment IDs, as these payment methods are recorded in BulkSource but not processed through the electronic payment platform.

Payment Processing Platforms

BulkSource uses a separate, third-party payment platform to process electronic payments and securely store sensitive financial information such as banking details and credit card data.

• Cash and Paper Check payments are recorded in BulkSource but are not processed through the payment portal
• Credit Card, ACH, and Card Present payments are processed through the integrated payment platform

The payment portal is accessible only to administrators and is provided separately from the main BulkSource application.

Viewing Payment Details

For cancelled payments, hover over the information icon (i) to see detailed information about why the payment was cancelled.

Exporting Payment Data

You can export payment records from the Payments page. However, this export provides summary-level information only. For more detailed transaction information including order details, navigate to the Invoices page to export invoice-level data instead.

Payment Processing Times

• ACH (Bank Transfer) payments can take up to 6 business days to process
• Credit Card payments are typically processed quickly, often in less than 1 minute