Personalise the business contact details displayed on the customer contact pop-up for help and support. Additionally, set the user roles that get notified when a customer makes an online payment. Statements provide customers a way to monitor their financial activities while also allowing you to chase up any outstanding invoices. A clear outline of what is due now and in the future ensures your customers stay informed and reduce queries around their accounts. Customers can view invoice information, download job reports and make a payment on their PC, laptop or mobile device via the Statement portal.
View settings
➡️ Navigate to Profile icon > Settings > Self-service > Statement portal settings > View
Statement portal settings
Payment details
‘Enable credit card’ - Select from drop-down > Save
‘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
Preferences
Enable customer to download job report - Tick/Untick > Save
Send payment receipt to customer - Tick/Untick > Save
Payment receipt email has PDF attachment
GoCardless requires an accurate postcode to process payments
The page must not be reloaded while payment is pending
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
To turn off the contact pop-up, set 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