Tuesday, June 26, 2018

Your Customer's Payment Experience

Note:  The steps below are our most common, but each company can customize the options they give their customers. 

Customers receive emails notifying them an invoice is due. The invoice is attached.  

After the customer clicks the above “make a payment” link, they see the screen below. The customer can pay or create an account by clicking the “Click Here” link. With an account, the customer can see invoice and payment history, save their payment account, setup auto pay.

The customer can choose to pay from their bank account and/or credit card. These options are displayed if the business is setup to accept ACH and/or credit cards. The option to accept credit cards can be turned on for all customers or individually selected customers:

The customer enters their payment account information. The examples below show both a credit card payment and bank account (ACH) payment.  

Note #1: If the customer logs in to pay, their payment information can be saved if selected by the customer.  Note #2: The business also has the option to collect and enter payment account information for their customers via their Bill & Pay control panel.  

Credit Card Payment Screen:

Bank Account (ACH) Payment Screen: 

The customer clicks “confirm” to complete their payment transaction:

After the customer clicks “confirm”, they see the screen below and will also receive a payment confirmation email.

The screen shots below show additional details if the customer chooses to create a Bill & Pay account and login. The customer can view invoices & payments, make a payment, setup auto pay, add more emails, and click "contact us" to reach the business.

After clicking “to make a payment” all open invoices are displayed. The customer can pay all invoices, one invoice, partial payments, etc.  

If enabled, customers can setup automatic payments that pay the amount of the open invoice. Below are three screen shots showing a customer view of this option.  The scheduling options will depend on rules setup by the business.