Using the online payment gateway

If you have the payment gateway solution installed you can ask your customers to pay for their services online, just as they might for an Amazon payment for example.

This saves a lot of time on the telephone calling for payment and taking Credit cards and debit card details over the phoen. Flobot sends you an email when a payment has been made buy your customer.

Best of all, the payment is automatically reconciled in Flobot with the correct customer, who gets an instant invoice, which takes care of the accounting side automatically.

Here how you do it:

Firstly goto the charges screen and click ‘send customer a payment request’

payment-request

 

 

 

 

 

 

 

 

 

 

This will take you to the invoice screen and ask you to select who to send the invoice to.

send-invoice

 

 

 

 

 

 

 

 

 

 

The customer will receive an email that looks like this:

payment-email

 

 

 

 

 

 

And clicking on that link will take them here:

payment-link

 

 

 

 

 

 

 

 

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