Difference between revisions of "Bill Presentment"
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'''3.''' 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. | '''3.''' 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. | ||
| − | '''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.''' 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. |
Revision as of 11:46, 14 May 2014
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, go to Virtual Terminal > Send Invoice to Customer.
2. Click Browse and locate the invoice/statement that you wish to include in the Bill Presentment. Click Upload.
3. 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.
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 any sent bill presentment by going to Virtual Terminal > View Bill Presentments.
