Preguntas Frecuentes

Hyfin allows for many brand or feature customizations.
Logo, color theme, message details, Payment types (CC, ACH), payment confirmations/notifications, payment terms, tipping, partial payments, hosted payment page field additions, text message contents, and much more can all be set in Hyfin.

Roles are completely customizable.
With proper permissions, Hyfin gives the ability to create any number of roles as needed so their employees can create invoices and/or, apply refunds, produce reports, receive payment confirmation or failure notifications, and much more.

No.
Hyfin does not store or display credit card data. Hyfin receives an encrypted token that is used to facilitate payments.

No.
Hyfin does not limit the number of users per merchant account.
Authorized users can add new users and assign permissions according to job function.

Yes, if applicable, tipping can be enabled.
Like the partial payment option, once enabled in Hyfin, the option to provide a tip would be available to any and all customers

Yes, Hyfin supports a "payment-on-file" like functionality which requests customers provide a CC or ACH payment method that can be used for future invoices or to initiate a subscription.
This is completely secure and better than "card-on-file" in that the Credit Card or ACH information is never shared with the merchant and the tokenized payment method can be charged

Yes, Hyfin can be configured to collect partial payments for deposits purposes, also check out invoice installments.
Like the tipping option, if you choose to enable partial payments, the option would be available to any and all customers. For spreading payments over time, the Subscriptions feature is recommended. The customer will be able to pay a specific amount or percentage of the total according to their choosing.

While partial payments allow collection of any amount less than the total, Invoice installments allow merchants to specify amounts due for deposits or through stages of a contract with specific due dates for each installment.

Yes, a Hyfin invoice can be scheduled to go out at a particular date and time.
Invoices also have installments which allow for specified amounts or percentages of the total to be sent on specific days
Additionally, with "Subscriptions," payment requests can be sent on a recurring basis to satisfy a regular/recurring obligation or spread a payment over time.

Future dated invoice installments and iterations of recurring payments will be collected/processed at 10 AM local time based on the business address.

Yes
Hyfin supports recurring payments as Subscriptions that can be set up to recur weekly, monthly, quarterly, annually, semi-monthly/annually, or with a custom cadence in multiples of days, weeks, months, etc...

Recurring payments will be collected/processed at 10AM local time based on the business's timezone.

Yes
Hyfin offers a virtual terminal so a merchant can enter credit card or ACH information directly.
With certain integrations, a physical terminal can also be used to take card present payments.

Yes
Hyfin payment receipt notifications can be configured to go to one or more account users. Additionally, the "Payments" option on the left will provide a bubble and a number indicating a payment has been received since your last log in.

Yes
Hyfin communicates receipts to both merchants and customers with the last 4 digits of the credit card used and the authorization code

Hyfin provides payment notifications in several ways:

An email alert can be sent when a payment is received

the Payments option on the left will provide a bubble and a number indicating a payment has been received since your last log in

You can go to the paid column of any page to see payments in the last day, week, month, or all time.

If you are looking for a specific payment, you can search for that invoice, customer name, phone number, email address, or amount in the search bars

Yes, PDF's can be attached in Hyfin and downloaded from the payment link sent.
If the invoice is sent via Hyfin from within QuickBooks Online, the customer will see details for each line item as well as receive the QuickBooks Invoice. This capability is not available for QuickBooks Desktop, but the merchant can still send the QBD invoice directly, but that would need to be accomplished through QuickBooks conventionally.

Hyfin supports multiple cost savings features, including Convenience Fees, surcharging, cash discounting and Dual Pricing that can be applied per payment request.
Convenience fees: Apply a specific dollar amount applied to all transactions, regardless of credit, debit, or ACH.
Surcharge (prohibited in some states): Apply a percentage to credit card transactions, only.
Cash Discount/Dual Pricing: Apply a percentage discount automatically to all cash payments and consistent price on all Hyfin transactions, regardless of credit, debit, or ACH
Dual Pricing is a great way to virtually eliminate the cost of CC processing, so reach out to your merchant service provider for more detail

Please note, we strongly advise merchants check their state legislation and Visa/Master Card guidelines to determine if any rules prohibit or limit the use of convenience fees. text

Hyfin does also allow merchants using the QuickBooks Online integration to collect any fee.

To set up fees, use the following steps:

Click "Settings", Click “Fees”

You must Read and Agree to the “Important Notice” regarding compliance to proceed.

Select which fee you wish to impose.

Enter fee amount in space below.

Allow Fee overrides - toggle these on if you would like to:

Select a specific customer to not bill fees to.

Turn off the fees while completing a specific transaction.

Yes, it can.
When the invoice is created, you can set an expiration date and the invoice will be automatically cancelled on that date. You can also cancel an outstanding invoice directly.

Please see Hyfin's privacy policy: Hyfin Privacy Policy

Hyfin offers payment reporting (date, status, order number, payment method, and amount) for the last day, week, month or dynamic period.
Please contact our support team if you have need for a custom report

Hyfin does not support custom communication between merchant and customer, but a payment request can be resent.
This will be the same as the original message. Merchants can copy and paste the payment link manually in a text message from their own device. The link to the payment request can be found within the payment request.

Yes.
The payment types (CC vs ACH) are identified in the Payments listing screen as well as exports from that area of Hyfin

Batch times and deposits are not determined by Hyfin.
Please consult your merchant services provider for more detail, to request a time change, or to understand CC/ACH funding.

Yes. With certain gateways, a physical terminal can be connected allowing merchants to take card present transactions.

Yes, international merchants can be supported, but there are limitations.
Auth.NET, NMI, Nuvei, and PaySafe support Canadian-based Merchants and may support other currencies as well, but only PaySafe has EFT (Canada's version of ACH).
Please note, card gateways do accept international payments, so US based merchants can send invoices off-shore and receive card payments. In addition to currency, please consider language and ask our team about specific scenarios not detailed here.

Supported file types: '.jpg', '.jpeg', '.png', '.gif', '.pdf', '.doc', '.docx', '.xls', '.xlsx', '.xlsm', '.xml', '.csv', '.txt', '.md'

Size: 10 mb
Number of attachments: 5 attachments

If you love QuickBooks, you can continue to use it as is with zero disruption, but still gain the benefit of our add-on.

1. Text Message invoice delivery

2. Deposit/Installment/Milestone based billing

3. Payment Links (hosted payments page and rapid checkout and donation pages)

4. Unlimited Payment reminders

5. Late fees and early pay discounts

6. Customer Portal

7. Virtual Terminal and Card Present (gateway specific)

8. Compliant Dual Pricing and Surcharging

9. Interchange Optimization

10. Unlimited users

11. A merchant service provider of your choosing

Your password will expire 90 days to help keep your account secure. You should also change it immediately if you think your password may have been compromised, shared, reused on a breached site, or used on a device you no longer trust.