Bill Presentment

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.