Objective #
This SOP outlines the steps required to set up and manage digital payments for OffDutyBlue, ensuring efficient payment processing for officers and clients.
Key Steps #
1. Access the Administration Tab 1:18
- Navigate to the Administration tab in the OffDutyBlue application.
- Click on Payment Processing.
2. Enable Digital Payments 1:27
- Check the box to enable Digital Payments.
- This option is turned off by default.
3. Add Service Charge (if applicable) 1:41
- If you want to add a service fee, check the box for Service Charge.
- Customize the service charge as a percentage or flat fee.
4. Configure Service Charge Display 1:51
- Decide if the service charge should appear as a separate line item on invoices:
- Check Show Service Charge on Invoice to display it separately.
- If unchecked, it will be included in the officer’s hourly rate.
5. Route Payments Through Department (if applicable) 2:00
- If you want client payments to process through your department’s payroll, enable this option.
6. Verify Identity with Stripe 2:11
- Enter your department’s legal name, employer identification number, and department website in Stripe to verify your identity.
7. Link a Bank Account 2:32
- Add the account holder’s name (usually your department or city).
- Enter the routing and account numbers.
- Set your deposit frequency and preferred day for deposits.
- Click on Connect Bank Account to finalize linking your bank account.
9. Set Up Defaults for Digital Payments 2:56
- Go back to the Settings tab and scroll to the bottom.
- Enable options such as:
- Accept Digital Payments
- Generate Time Sheets
- Generate Invoice at Event Creation.
10. Notify Officers and Clients 3:07
- Officers assigned to details using digital payments will receive notifications to set up their direct deposit information.
- Clients will be reminded to add a payment method before invoices are due.
Cautionary Notes #
- Ensure all information entered in Stripe is accurate to avoid payment processing issues.
- Regularly check the settings to ensure they align with department needs and compliance requirements.
Tips for Efficiency #
- Regularly review and update service charges to reflect any changes in department policies.
- Utilize the comprehensive reports provided throughout the year for better financial tracking and planning.
