Adding Payment Methods & Processing Payments
Adding Payment Methods & Processing Payments
Adding a New Payment Method
We can add credit and debit cards over the phone. ECheck accounts must be added by the customer through the Customer Portal at https://billing.gobertram.com.
- Open the customer's account → Billing tab
- Click Add in the Credit Card/Bank Account box
- Enter card details. Note: We do not require a security code — our payment provider ProPay does not require one.
Processing a Payment
- Click the Billing tab
- Check previous payment history — see what card or account recent transactions used
- Verify with the customer which card they want to use
- Run through using Submit ECheck or CC Payment
Plan Changes
Moving to a Different Plan
- In Powercode, click Services → Add Service
- Select the new plan from Monthly Internet (you can type to search). Make sure you select the correct region and account type (Residential or Commercial)
- Click Add. Powercode pro-rates automatically — the bill will be the daily average of both plans weighted to the number of days on each.
Away Status (Vacation Hold)
- Services → Add Service
- Under Monthly Internet, in Monthly, type "away" and select Away Status (With Assurance Plan) $9.00/Month
- Note: If they are a GraniteWave Migration account, check historical billing. If previously charged $5.00 for away status, charge at that rate.
- Delete the existing internet package from services. If there was a price override, note it in account notes and call log for future reference.
Vacation Hold Pricing (from gobertram.com FAQ)
- Standard vacation hold: $15/month
- Vacation Hold+ (IoT devices like thermostats): $20/month
- Available
Octoberup1sttothrough6Aprilmonths1stper year