Difference between revisions of "Bill Presentment"
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To configure your Bill Presentments: see [[Bill Presentment Setup]] | To configure your Bill Presentments: see [[Bill Presentment Setup]] | ||
| − | '''1.''' To send a bill presentment, | + | '''1.''' To send a bill presentment, login on https://www.chargeanywhere.com/transactionmanager/Login.aspx |
| − | '''2.''' | + | '''2.''' Go to Virtual Terminal > Bill Presentment > Send Invoice to Customer. |
| − | '''3.''' | + | '''3.''' Click Browse and locate the invoice/statement that you wish to include in the Bill Presentment. Click Upload. |
| − | '''4.''' Your customer will receive an email from you with a link to a secured site to enter his/her payment information. You can view the status of | + | '''4.''' Fill out the <u>Customer Name</u>, <u>Customer Email</u>, <u>Invoice#</u>, <u>Description</u>, <u>Amount</u>, <u>Merchant Email</u> and any <u>Custom Text</u> you wish to be included in the email. Click Send Bill. |
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| + | '''5.''' Your customer will receive an email from you with a link to a secured site to enter his/her payment information. | ||
| + | |||
| + | '''6.''' You can view the status of any sent bill presentment by going to Virtual Terminal > Bill Presentments > View Bill Presentments | ||
Latest revision as of 08:25, 26 November 2018
Email invoices or statements to your customer that includes a link to a secured site so that the customer may enter their own payment information. (Bill Presentment is an add on service)
To configure your Bill Presentments: see Bill Presentment Setup
1. To send a bill presentment, login on https://www.chargeanywhere.com/transactionmanager/Login.aspx
2. Go to Virtual Terminal > Bill Presentment > Send Invoice to Customer.
3. Click Browse and locate the invoice/statement that you wish to include in the Bill Presentment. Click Upload.
4. Fill out the Customer Name, Customer Email, Invoice#, Description, Amount, Merchant Email and any Custom Text you wish to be included in the email. Click Send Bill.
5. Your customer will receive an email from you with a link to a secured site to enter his/her payment information.
6. You can view the status of any sent bill presentment by going to Virtual Terminal > Bill Presentments > View Bill Presentments
