Setting Up and Using Judo Pay with BigChange

This article provides a comprehensive guide on setting up and using Judo Pay with BigChange for secure online payments.

Follow the steps below to ensure seamless integration and efficient payment processing.

Setting Up Judo Pay

Contacting Judo Pay

• Initially, the BigChange user must contact Judo Pay to arrange an account and agree on associated fees.
• Contact details:
  • Email: Lucy@judopayments.com
  • Phone: +44 (0)203 503 0600

Configuring BigChange Settings

Once Judo Pay provides the necessary customer details, follow these steps to apply the settings:

1. • Select [Top menu] Account settings (icon)
   • Settings.
   • From the side menu, select Account
   • Account Settings.
2.  
   1. From the Side menu, select Financial
   2. Online Payments.
   3. Complete the required fields in the Online Payments section.

Using Judo Pay for Online Payments

Option 1: Using a Web Link for Virtual Card Payment Terminal

• Judo Pay will provide a web link associated with a virtual card payment terminal.
• A username and password are required to gain access, which is easily set up.
• Once payment is approved, the BigChange user receives an email notification of payment.
• Additional email addresses can be added for confirmation.

To mark the invoice as paid:

• 1. Navigate to the CRM.
  2. Select Financial from the side menu
  3. Locate and select the invoice that you want to Mark as Paid.
  4. Select the Mark paid icon.

Option 2: Providing a Web Link for Customer Payments

• A webuser can provide the customer with a weblink to make an online payment.
• To access the link:
  • Select the invoice in the Financial list of CRM and select edit.

• 1. The invoice record will open; select the Payments tab.
  2. Select the Online Payment wand and then select the Online payment option.

• An alert will appear explaining that a weblink can now be sent by email to the customer.
• Example weblink: https://booking.bigchange.com/pay/a7fd1788-dd3b-4bdc-9f3e-8da7aa2cc9ea/893205/187/1232889
• Once a payment is made using the link, the invoice record is automatically updated and marked as paid.

New Options for Judo Account Holders

Additional Features for Judo Account Holders

• These new options apply only to customers with a linked Judo account.
• Within the financial documents section (CRM tab → Financial Documents side menu), you can now:
  • Pay with a new credit card.
  • Save card details and re-use them for future transactions.
  • Refund a payment.
  • Perform a pre-authorisation (valid for 3 days).
  • Collect a pre-authorisation.

Conclusion

By following the steps outlined in this guide, you can efficiently set up and use Judo Pay with BigChange for secure online payments. For any further assistance, please contact Judo Pay or refer to the BigChange support resources.