Support and Advice from the Agree.com Team

Bluesnap FAQ

hi@warmwelcome.com (David Jay) — Thu, 26 Feb 2026 15:37:56 GMT

How are Credit Card and ACH Fees Processed

Bluesnap Frequently Asked Questions

Payments

What is the process / timeline for ACH and Card transactions?

Card transactions are authorized and captured immediately, while ACH transactions take approx. 2-5 business days.

Where can I see the status of payments?

BlueSnap Merchant Console

How will charges appear on my customer’s credit card statement?

This will depend on the dynamic descriptor that is set for merchants.

How will I know when transactions start processing on BlueSnap?

Via the BlueSnap Merchant Console

If a customer had a "payment plan" what will happen with their future payments?

As long as the plan still gets processed via the agree.com platform as normal. Nothing should change in the processing of payments.

Refunds & Disputes

How do I issue a refund? – BlueSnap Merchant Console.

What if the transaction was processed on the old processor (PACE / STAX)?

The refund would need to be actioned on the PACE/STAX platform.

Is there a fee for issuing a refund?

No.

If a customer disputes a payment, where can I view and respond to those?

When a chargeback occurs, BlueSnap will notify the merchant via email. Agree.com have asked for all chargebacks to be represented by their merchants. Meaning the merchant would login to their BlueSnap merchant console which will take them to a chargeback911 account. It is there where you would manage your chargebacks. More information can be found here: https://support.bluesnap.com/docs/representing-chargebacks

Payouts

When will I receive my first payout from BlueSnap?

T+2, T being the date of the transaction has taken place. This will also depend on each account configuration.

How will the payout appear on my bank statement?

The default is “BlueSnap Payment for Merchant {Merchant ID}" This can be potentially customized using a payment reference field.

Where can I view my payouts in BlueSnap?

Via the BlueSnap merchant console in the payout reports. More information can be found here: https://support.bluesnap.com/docs/payout-method

Support

How does this change impact my PCI Compliance?

Because Agreecontracts.com is using solutions which carry the least amount of burden from a PCI compliance standpoint, such as hosted payment fields. Your PCI burden will be at the lowest level possible which is SAQ A.

Where can I login to my BlueSnap account?

Seller Login – You will also be provided this link in an email from BlueSnap

How do I contact BlueSnap if I need help?

Submit a request – BlueSnap - You will also be provided this link in an email from BlueSnap. You can also email them at merchants@bluesnap.com

When should I contact BlueSnap vs Agreecontracts.com?

If there are issues related to payments, this should go to BlueSnap. If there are issues related to the platform, this should go to Agreecontracts.com via the support bubble on the website.

Creating a Contract with Digital Payments

hi@warmwelcome.com (David Jay) — Wed, 16 Oct 2024 19:24:55 GMT

Creating a Contract with Digital Payments

After you have created a contract or an invoice you will be able to select your payment options.

You can offer your client the ability to pay with Credit Card or with ACH or pay with cash or check. Simply select the options you'd like to use and you're done!

Credit Card and ACH Payments

hi@warmwelcome.com (David Jay) — Wed, 16 Oct 2024 19:00:00 GMT

Getting Started with Credit Card and ACH Payments

You can now accept Credit Card and ACH Bank Transfers.

In order to get started:

Log into your Agree account
Fill out the application in your finance section here .

The approval process usually takes 2 - 3 business days and once approved you'll be good to go!

You can view the Bluesnap fee schedule here - https://app.agreecontracts.com/docs/fee-schedule.pdf

Digital Payments FAQ

hi@warmwelcome.com (David Jay) — Wed, 16 Oct 2024 08:24:01 GMT

Direct Deposits, Automatic Payments, Processing Fees, and More

We've created the digital payments feature in Agree as a way to save you and your clients time, and streamline the payment process so you can focus on serving your client well.

To do this we partner with Payroc and Bluesnap.

We've worked hard to make the process of setting up your Merchant Profile as simple as possible, to begin simply select the Finances Icon in your Dashboard. If you have any questions about the process please checkout our FAQ here and let us know if there's anything we didn't answer.

Q: Can my clients pay me with their credit/debit cards through Agree.com’s digital payments?

A: Yes! We accept all major credit/debit cards.

Q: How do my clients make an initial payment through Agree.com?

A: Your client’s card will be automatically charged the initial payment amount the moment they sign the contract.

Q: How do I collect the scheduled payments from my client through Agree.com?

A: Bluesnap will automatically charge your client’s card the scheduled payment amounts on the due dates you and your client agreed upon in your contract. Your client won’t have to do anything to make those payments, and you won't have to hunt them down for missed payments. We also will email them a reminder 5 days before the scheduled payments are due.

Q: How do I know when my client has paid me?

A: Agree will send both you and your client an email notification stating that the client has made the initial payment and when any scheduled payments have been processed. Our 'Finance' Section on your dashboard also allows you to keep track of all past, pending, and future payments.

Q: Do I have to “cash out” the money my clients pay me through Agree.com?

A: No! Bluesnap directly deposits the money directly into your bank account.

Q: How long does it take for the money to appear in my bank account?

A: This usually takes about one business day for the money to appear in your account.

Q: Are there any processing fees?

A: Yes. For ACH Bluesnap fees are an industry low 0.25% +$.30 and our processing rate for credit cards starts at 2.99% + $.30 per credit card transaction. You can also pass platform fees on to your customer.

Q: Can my client make a scheduled payment early?

A: Yes. Your client can choose to pay any scheduled payment early. To do this they'll simply need to login to their contract with their 4 digit PIN from any computer (mobile devices do not offer this feature), they then can select 'Payment Options' on the left hand side to move up any scheduled payment date.

Q: Can my client use a different credit card for the final payment?

A: Yes. By logging in to their contract with their 4 digit PIN from any computer (this feature is not available on mobile devices), your client can select 'Payment Options' on the left hand side to change or update their card details.

Q: Can I cancel a scheduled payment?

A: Yes. When viewing a contract from your Dashboard on any computer you can choose to 'Make an Amendment' on the left hand side, and then select 'Cancel Payment'. Canceling a payment will also send a notification to your client letting them know that the payment has been canceled.

Q: What happens if my client's payment fails?

A: If a scheduled payment fails, we'll send an email to you and your client letting you know. That email will include a link that your client can use to update their card. We also will retry the payment for you for 7 days.

If you have any other questions about Digital Payments please let us know, we'd be happy to help!

Clear Your Cache

hi@warmwelcome.com (David Jay) — Thu, 07 Apr 2022 16:21:17 GMT

Clear Your Cache

It's a good idea to do a little "spring cleaning" with your browser and clear the cache and the browsing data. If you use Chrome you can do that pretty easily by following the instructions above.

Why is this needed?

When we push out new updates or changes to Agree.com sometimes your browser holds onto the previous content and that can cause some small issues like content not loading correctly or the page design looking a bit funny. By clearing out what was there before you will get a fresh start with all the new goodies.

Also, here's a link to a support article that talks through "Cache" and "Cookies" and how to clear them using any browser.

Can I use Agree.com Internationally?

hi@warmwelcome.com (David Jay) — Fri, 12 Jul 2019 06:18:44 GMT

Can I use Agree.com outside of the US?

All local laws are a bit different, but as a whole you should be able to use Agree internationally. We always recommend double checking things with an attorney to make sure local laws are being upheld. :) We'll be working on complete international support in the future.

We’ll also have more language options available in the future. Since the contract is customizable, you could input your own contract items and clauses to make it work for you!

As of now we do not support international banking institutions, so users outside the U.S.A. cannot use the free Agree account. Any users outside the U.S.A. will have to have an Agree paid subscription in order to collect payments physically, outside of the Agree payment processing company.

For more questions, you can contact our support team at help@agree.com.

Do I need to sign my contracts?

hi@warmwelcome.com (David Jay) — Thu, 11 Jul 2019 06:16:28 GMT

Do I need to sign my contracts?

You actually don't need to add your signature to a contract created and sent through Agree.com. Creating and sending the contract from your account indicates your acceptance and agreement to the contract items and clauses you've included. This is based on the ESIGN act passed by Congress in 2000. That act ensures the validity and legal effect of contracts and agreements entered electronically, and also defines an 'electronic signature' as any electronic means that indicates a person adopts and agrees to the contents of an electronic message.

While that may sound complex it can be seen in something as simple as an agreement made by 2 parties through email, or can be seen each time we click "I Agree" to a website's or app's Terms of Service. In those cases a signature is rarely given, but the agreement is still legally made.

Currently only clients have the ability to add their signature to an Agree.com contract. Even though a signature is not needed by the contract creator, we will be adding that ability in a future update. Either way you can rest assured that you have legally agreed to your contracts each time you create and send them to your clients.

Contract Templates

hi@warmwelcome.com (David Jay) — Tue, 09 Jul 2019 06:06:38 GMT

How to create a template, send a contract from a template, duplicate a template, and delete unneeded templates.

Contract templates allow you to create and send contracts in just a few seconds. Templates can either be created from scratch in the 'Contract Templates' folder, or by opening any existing contract and selecting the 'Save Contract as Template' button.

To create a template from scratch, select the '+ Create a New Template' button from the Contract Templates folder. Next, write in the name and select the categories for the template. You can always come back later and make edits to these choices.

Click the '+' sign to add a section to your contract.

Some sections allow you to include fields in a template that you then complete later on a contract. Most contracts will have different Event Dates but may take place at the same location. In the example below the selection will include a blank Event Date field in the template, but will always have the location at "Imagine Studios". If you'd like to choose the location for each contract simply check the 'New location for each contract' box.

Once you've finished creating a template you can save it and access it from your 'Contract Templates' folder.

You also can save any contract as a template. Simply open a contract from your Dashboard and select the 'Save Contract as Template' button.

To create a new contract from a template, select the 'Start Contract' button from the template tile. You then will see highlighted sections that need to be completed before the contract is ready to be sent.

You also can easily duplicate or delete a contract template by hovering over the tile and selecting the small circle icon that shows.

How to resend your client a contract

hi@warmwelcome.com (David Jay) — Mon, 08 Jul 2019 05:56:21 GMT

Getting a contract resent to your client.

Once a contract has been sent, your client will receive an email notification that contains both a unique link and unique 4 digit PIN needed to view & sign their contract.

If they accidentally delete or lose this email you can always resend one. To do so simply open their contract and select the 'Resend' button.

If your client still isn't receiving the email, confirm with them the correct spelling of their email address. If needed you can edit that address by selecting the 'Edit Contract' button, selecting Edit Client Details. Once the correct email has been entered, save the info and then select the button at the top of the contract to 'Save Online & Notify'.

Completed Contracts

hi@warmwelcome.com (David Jay) — Sun, 07 Jul 2019 05:50:44 GMT

How to mark a contract as completed.

Agree.com will automatically move active and signed contracts into a Completed status for you. This will happen on a contract once the event date has passed and the final payment has been made. Until then the contract will still be considered Active.

How do I add multiple locations?

hi@warmwelcome.com (David Jay) — Sat, 06 Jul 2019 05:48:12 GMT

Adding additional locations to your contract.

Some contracts are for services at a few different locations. While Agree.com's contracts allow you to call out one as the main location, you can include as many locations as you'd like in the Contract Service section.

To do so simply click "+ Create New Contract Service" and then write in information about the additional location(s) and the services you'll be providing there.

How do I move an event date?

hi@warmwelcome.com (David Jay) — Fri, 05 Jul 2019 05:44:23 GMT

Changing the event date on a signed contract.

It's easy to change the Event Date on a contract.

To start, open the contract from your Agree.com Dashboard, then select 'Make an Amendment'.
From there choose to 'Change Event Date'. Enter in the new date you'd like in the MM/DD/YY format.
Once a Date has been changed we'll send an email notification to your client letting them know about the change.
If you need any scheduled payment dates changed as well, simply reach out to our Support Team at help@agree.com and we can make those changes on our end for you.

Multiple Clients on a Contract

hi@warmwelcome.com (David Jay) — Thu, 04 Jul 2019 05:37:35 GMT

How do I add more than one client to my contract?

Currently, each contract can include the first and last name of a single client. In the future we will be adding in the ability to include multiple clients per contract.

For contracts dealing with multiple clients (such as a Bride & Groom) most users choose to only include the name of the person whom they've been working with. Some users however choose to manually add in a second client's name.

If you'd like to include two names on your contract, you can set it up like this:

First Name:

Write in person 1's full name (i.e. John Smith)

Last Name:

Write in person 2's full name with an "&" symbol in front (i.e. & Sally Brown)

The client name on the contract will then read as "John Smith & Sally Brown".

As soon as the new Client Name update is released, we will send out an announcement.

How to print a contract

hi@warmwelcome.com (David Jay) — Wed, 03 Jul 2019 05:32:03 GMT

Saving a pdf, printing, and downloading a contract.

Once a contract has been signed both you and your client will be sent a confirmation email that includes a PDF copy. You can save and print that PDF as you'd like.

You and your clients will also be able to download the PDF copy at any time as long as it has been signed by viewing the contract online and selecting the 'Download PDF' button.

In order to help eliminate paperwork, and to allow our system to correctly track and save each contract online, we don't offer PDF versions until a contract has been signed.

How do I cancel a contract?

hi@warmwelcome.com (David Jay) — Tue, 02 Jul 2019 05:27:08 GMT

Canceling contracts and payments.

For contracts that have not been signed you can simply choose to Delete or Archive the contract altogether. To do so, simply hover your cursor over the contract tile until the (...) icon appears. Clicking that will bring up the Delete or Archive options.

If a contract has been signed by your client, you'll need them to agree to cancel the contract before it can be deleted. To request that from them, simply open the contract from your Dashboard and select the 'Request to Cancel' button. Doing so will send a request to your client, they will have 72 hours to agree to the cancellation.

Frequently Asked Questions

hi@warmwelcome.com (David Jay) — Mon, 01 Jul 2019 05:19:21 GMT

Answering the most common questions here!

Are the contracts included? - Yes, one of the many benefits of Agree is that you don't have to pay hundreds (or thousands) of dollars buying contracts. We hired attorneys and have included those contracts for you to use!

How do I create a contract? Check out this quick video on how to create a contract.

Can I see a preview contract before I create one? Yes! Here's a link to an example. Type in pin 2467 to access it.

Can I send a simple invoice without a contract? Yes! We just added this feature and are excited to help you get paid quickly.

What is an “active” contract? An active contract is a contract in any of the following statuses: Sent, Viewed, Editing, Signed. A contract is inactive when its status is: Creating, Completed, or Cancelled.

Can I change my email address? Yes! Log into your Agree.com , go to My Account, and the change your email address there.

How do digital payments work? If you're in the U.S. you can offer digital payments to your clients. You will first need to complete your Merchant Profile in order to deposit your funds into your bank account. Completing your Merchant Profile includes creating a password for your Chase Integrated Payments by WePay account, filling out your KYC information, and entering in your bank information. If your clients pay digitally, the initial payment goes through on signing, and all other payments are automatically charged on the date(s) you've chosen. These payments will move directly into your Chase Integrated Payments by WePay account (which you setup through the Agree Finance Section) and they take 2-5 business days to process and be deposited into your bank account.

What if I have more questions about digital payments? Check out the Digital Payments FAQ for more info!

Are Agree.com contracts legally binding? Yes! In 2000, the U.S. Congress passed the ESIGN act, which states that digital signature are legally binding. When Agree was created, our lawyers approved the base contracts that we created for you. The contract items are fully customizable, and you'll be able to add your own terms and conditions. Because local laws can vary, we recommend speaking with a local lawyer to ensure your contract is valid in your area.

Will my info and payments be secure? Absolutely. We use Chase Integrated Payments by WePay as our payment processor. They are one of the world's leaders in payment facilitation, and serve some of the most used and trusted companies with payment solutions.

Is there a credit card transaction fee? Yes, a small one. All payments are processed through Chase Integrated Payments by WePay and use an industry-standard transaction fee of 2.99% + $1.30 on all digital payments on the free plan and 2.9% + $.30 on all digital payments on the unlimited subscription plan. This fee will never apply to non-digital payments such as cash or check.

Creating & Sending a Contract

hi@warmwelcome.com (David Jay) — Thu, 06 Jun 2019 07:31:16 GMT

How to create & send contracts with Agree.com

We’ve designed Agree.com to be simple and easy for you and your clients. To help get you started we’ve made a quick walkthrough video. In it you’ll learn how to create and send a contract in just a few minutes.

Why did a payment fail?

hi@warmwelcome.com (David Jay) — Sun, 05 May 2019 19:31:18 GMT

Some troubleshooting tips for failed payments.

We are not given an exact reason why a payment fails. If you or your signer has confirmed their card is valid and the transaction still declines, they should contact their card-issuing bank for more information.

Troubleshooting
We require 100% accuracy for transactions. The information entered must match the payment card exactly.

Ask your signer to verify the following information:

▪️Card number

▪️Expiration date

▪️CVV

▪️ZIP code: If you have recently moved, the billing ZIP code entered may be outdated.

Pending Charges

If a payment is canceled, interrupted, or declined, your signer may see a pending charge on their card statement. It may look like the charge has posted to their account, but it should fall off after a few business days. We send a void notification to the bank as soon as a payment becomes declined. It’s then up to the bank to release any hold on the cardholder’s funds.

If the transaction does not show up in your payment history, but appears on a signer’s card statement, this is a sign that your signer is seeing a pending transaction and not an actual charge.

If your signer continues to have trouble, we recommend they contact their financial institution or try making this payment with a different card. We are unable to push through any transactions that are not processing.

For specific details about why your payment failed, please reach out to the merchant support team . For verification purposes, please submit your request using the email address linked to your merchant account.

Changing withdrawal frequency

hi@warmwelcome.com (David Jay) — Sat, 04 May 2019 05:11:55 GMT

Choose to have your funds sent Monthly, Weekly, or Daily.

If you're finding that your funds are taking more than 2-5 business days to appear in your account, it most likely is due to your "Withdrawal Frequency" being set to either Weekly or Monthly. The fastest way to receive funds is to have that set to 'Daily'.

To make that change simply login directly to your Chase Integrated Payments by WePay account at www.wepay.com/login (note that the password may be different from your Agree.com password)

Next, select the Settings "Gear". From there click the Withdrawals tab and then change the Period to Daily. Here's a screenshot of what that page looks like.

How do I cancel a scheduled payment?

hi@warmwelcome.com (David Jay) — Fri, 03 May 2019 05:07:06 GMT

Canceling a scheduled payment.

You can choose to cancel any scheduled payments by opening the contract from your Dashboard, selecting 'Make an Amendment' and then 'Cancel Payment,' and then choosing which payment(s) you'd like to cancel.

Once selected, double check that it shows as canceled on the contract under the scheduled payment date. We will also send your client a confirmation email letting them know that the payment will not be made through our system.

Where can I find a copy of my digital payments and processing fees?

hi@warmwelcome.com (David Jay) — Thu, 02 May 2019 05:00:46 GMT

Payments, Processing fees, etc.

Finding a copy of your digital payment fees is easy!

Log into your Chase Integrated Payments by WePay account at https://go.wepay.com/

Click on “Reporting” on the left margin.

Enter the desired date-range in the boxes at the top of the screen and click “apply”

You can download a CSV file of the transactions by clicking the “download CSV” button on the right

As a friendly reminder, it can take up to 36 hours for the most recent transactions to be made available on this report.

In order to properly review all of the information provided in the CSV you will need to open it in Google Sheets, Microsoft Excel, or another dedicated spreadsheet viewer.