Support Center

Requesting Payment

Last Updated: Oct 04, 2017 05:05PM CDT
Wanted to send a request for payment to a customer without having to mail the request? When you send the request for payment, have you ever wanted it to be easy for the customer? How about a link within the body of an email for them to click on that will take them directly to their invoice for them to pay? Your wish has been granted. 
 
As long as you are signed up with our credit card payment feature (email our credit card team for more information), you can now send the customer an email and request payment. 

As long as the email field within the customer record is completed, the customer will receive an email with a request payment link in the body.  They do not need a username or account created for the request payment option.  

From the Workbench, click on the transaction in question to view it. Click the Contract tab at the top. Choose Email Customer.

    



You will have an option check box to Request Payment or an option to Request Payment from the Request a Response drop down menu depending if you have our e-Signature add on feature or not. You will select this option, enter any email messages that you have and click send. 
 
 
The customer will now receive an email with a link to click on that will send them directly to the transaction or invoice in question. From here, they will choose to pay and enter the remaining balance due.

Not set up to collect credit card payments but interested to learn more?  Click Here to reach out to our credit card processing department and someone will get back with you.  Click Here to reach out to a support team member for further assistance.  Or, click our live chat feature at the bottom right of the screen to instantly chat with a support team member.


 

 

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