Difference between revisions of "Bill Presentment"

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

@@ Line 11: / Line 11: @@
 '''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.
-'''5.''' 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 any sent bill presentment by going to Virtual Terminal > View Bill Presentments.
+'''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