Save valuable time and effort managing customer invoices and payments. Customers can conveniently view/download invoices and make payments on their PC, laptop or mobile device via the Invoicing portal. Personalise contact details for customer support in the Invoicing portal, including notification roles for payment. Additionally, setting a limit on card payments provides greater control over how you receive funds and manage transaction fees for high-value jobs. Customers should be advised not to reload the page when processing payment, this can cause a duplicate payment taken from their account.
Prerequisites
Stripe integration is required to take credit/debit card payments.
GoCardless integration, using their 🔗️ Instant bank pay feature.
Your Invoice email template must include the portal tag to take online payments.
Customer can read the Invoice terms and conditions when in the invoice portal.
Create a Payment email template if you want to send a receipt on successful payment.
View setting
➡️ Profile icon > Settings > Self-service > Invoice portal settings > View
Configure the portal
Payment details
If using a combination of payment integrations, you can choose to disable the credit/debit card payment types when the invoice reaches a limit you set here. In this case, payment can only be made via GoCardless instant bank pay.
If you have the GoCardless integration set up, the customer will be prompted to make a bank transfer. You can choose to set a limit if you have just the Stripe integration set up, the customer will be prompted to contact you to make payment in another way.
➡️ Enable credit card
Select from drop-down
Always - Customer can always pay online with a credit/debit card
Enable when amount is less than - Customers can only pay online using a credit/debit card when the payment total is less than the number specified
Enter the amount
Click Save
GoCardless requires an accurate customer postcode to process payments.
Preferences
Send the customer a receipt on successful payment, using the Payment email template. A PDF copy of the payment receipt is attached to all payment emails for your customer records.
➡️ Send payment receipt to customer > Tick to enable
Communications
➡️ Set Contact Details in the Customer Support Pop-Up
Email Address
Don’t Show Email: No email address is shown.
Show Company Email: Display the email from Company Details.
Enter Email: Manually enter an alternative email address in the ‘New Email’ field.
Phone Number
Don’t Show Phone: No phone number is shown.
Show Company Phone: Display the phone number from Company Details.
Enter Phone: Manually enter an alternative phone number in the ‘New Phone’ field.
Custom Text Options for Contact Pop-Up
Contact Support Description
Contact Support Title
Contact Support Available Timing
Turn off the contact pop-up by setting both the phone number and email address to 'Don't show'.
Notifications
Set In-System Notifications for Review Feedback
Send Notification To: Select access roles from the dropdown to receive in-system notifications when a service job is booked.
Set Up Email Notifications for Service Job Bookings
Selecting Users or Access Roles
To: Select desired users or roles from the dropdown to receive email notifications.
Using Custom Email Address(es)
To: Manually enter an email address and press the 'Return' key to add it.
Choose an Email Template
Email Templates: Select a template from the dropdown (ensure a suitable template is created in advance for this purpose).
Click Save