I work with a number of organizations who use the Portal in conjunction with Card Connect, an API to your accounting system isn’t necessary as the invoice, AR and Payment will all live in Aspire,,,,, the Deposit of the payments to your bank would be documented in Apsire and then sync’d to accounting for reconciliation at End of Month (EOM)

Thanks for responding, please allow me to elaborate-

We already have an API to our accounting software in place (NetSuite). I’m curious if anyone else is in a similar situation, and if so, if they’re willing to discuss how the electronic payments, convenience fees, etc. are managed through the API to their accounting software and any challenges they faced in adding this feature to their system.

Are you sending all customer/job details to NetSuite?

We are sending pertinent customer information, invoices, payments, deposits, and receipts. We don’t send work tickets or opportunities.

OK, so you are handling AR and cash application in NetSuite not Aspire.

Application of payments happens in Aspire, then the data flows to NetSuite. We have 6 instances of aspire that we’re consolidating in NetSuite. One of my concerns with CardConnect is - how are the fees for credit card usage applied to the invoice/payment in Aspire? Or do those fees never hit Aspire? If they are applied through Aspire, how do we reconcile those fees and are they a separate field that could be sent to a different account number in our ERP?

Fees are not added to the inoivce or captured in Aspire…..they are handled in cardconnect and I believe are direct debited from the tranasction balances when deposited into your account…..CardConnect or your Finance team should be able to confirm.