Email

You are able to create Email Templates for payments, to create your own, follow the steps below:

 

1. On the left-hand side navigate to the Payment Processing section. Click Email, then click Request Payment.

2. Click Add Template to create a new template.

3. Name your template, then select which payment page you would like to be used from the dropdown menu. 

Note: If you do not already have a payment page created, please view the payment page to learn how to make one.

4. Next, add a subject line that will be used on the emails when sent.

5. In the body field, you may use the default message, or you can create a customized message that your recipient will see when they open the request. You can also use Variables to add specific information into each of your emails.

6. To include variables in the email body, click on the desired variable from the selection.

7. When your template is ready for use, Click Save.

8. If desired, you can edit, send or delete a template using these buttons.

If you have any questions or concerns regarding this tool, please reach out to the support team.

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You are able to request payments via email, to do so, please follow the steps below:

 

1. On the left-hand side, navigate to the Payment Processing section. Click Email, then click Request Payment.

2. To send a Request for Payment, click the green send envelope icon next to the template you would like to use.

Note: If a template has not been created yet or you would like to add a new option click here to see the steps on how to build a new template.

3. You will be taken to the Request Payment contact page where you can choose which contact to request. 

4. You can use the pencil icon to set the amount for the request. 

5. Once your list is set, click Send Email.

You can send individual payment requests or multiple at once.

Note: When your customers view the email, there is a link they can click on where they will be directed to a secure payment page.

If you have any questions or concerns regarding this tool, please reach out to the support team.

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You are able to send payments via email, to do so, please follow the steps below:

 

Note: In order to utilize Email Send Payment services you must first request the service. 

1. Once your Send Payment service request has been verified, from the the left-hand side, navigate to the Payment Processing section. Click Email, then click Send Payment.

2. You will see that you can enter Payee information in a convenient single location.

• If you are sending a payment to an existing contact, select the Use Existing Contact and select one from your contacts list.
• If you are sending a payment to a new contact, please fill out the required fields. 

3. In the Payment Details section, you have the option to set up recurring payments.

To do so, Click Yes under Recurring Payment, select your desired frequency and input the number of payments. You may also include invoice number if desired.

4. You may also enter a custom message to Payees in the Message box.

5. After all the required and desired fields have been filled out, select Confirm Payment.

6. If all the information is correct, the payment will be sent successfully and you will receive an on screen notification letting you know that your payment has been sent successfully and where to view its status.

7. You may check scheduled payments in the Scheduled page

If you have any questions or concerns regarding this tool, please reach out to the support team.

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We've provided an easy-to-use tool that allows you to manage your email templates.

To view your email template, follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Click Email, then click Request Payment.

Note: In order to edit a template you first must create one. 

2. You can click on the Edit icon next to the email you'd like to review.

3. Once you've clicked the icon, you can see Template Details, and you can modify the Name, which Payment Page to use, the Subject, and Body of the template.

4. Click Save to save your changes.

If you have any questions or concerns regarding this tool, please reach out to the support team.

 

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