In this article you’ll learn how to offer your clients a variety of online payment options, as well as how to customize their online payment form.
Your clients will enjoy a fast and friendly online payment experience with convenient payment forms and calls-to-action.
You get paid faster by giving your clients the freedom to pay through 5 different payment platforms and options.
Get paid by sending a payment link
Sending your clients a payment link is the simplest and most flexible way for you to collect payments from your clients online.
To send a direct payment link via email follow these steps:
Step 1: Go to any of the tabs under the Payments page on your main menu.
Step 2 : Click New > Send payment link.
Step 3: Select your client from the client list, and fill out the payment details.
Step 4: Click Send to complete the invitation.
Get paid by sending an electronic invoice
With online payments, clients can pay directly from an invoice you send them.
Simply send a payment reminder from an existing invoice.
Go to your client’s Client Card, navigate to their Payments tab, click on Overdue or Open payments, and click on the icon.
From here, you can send a reminder. See below:
Once you issue and send your client an invoice, they will receive a notification email, complete with a Pay call to action.
The Pay button on the invoice takes them immediately to checkout. See image below:
Get Paid by Directly Charging a Credit Card
Taking a credit card over the phone or at the point of sale (POS) is a convenient alternative to online payment. You can make a charge directly from your account.
Here’s how to make a direct charge:
- Go to your client’s client card in Clients.
- Select New > Charge.
- Enter the credit card number, CSV, and zip code.
- If you would like to save the card on file for future use, check the Save this card box. You will be able to use the saved card for future charges, and clients can select this saved card for a speedier checkout process.
Self-service: get paid through the client portal
Even if you client didn’t see your invoice or forgot to pay, they can always view their outstanding payments in their Client Portal account.
All they have to do is go to your client portal, log in to My Account, and click on Payments:
From their Payments page, your client can simply click on any pending payment in the list and settle their payment through a Pay button, on the spot.
Self-service: get paid through website widgets
If you have embedded widgets on your website, clients can make payments right from your website.
To start accepting payments from your website, go to Settings > Online Presence > Website Widgets.
Then choose the client portal widget, and check the Make Payment action in the widget editor, as shown here:
Get paid at the time of booking
Requesting payment at booking is a very convenient and reliable way to ensure you get paid for your services.
Here’s how you make sure clients pay upfront for an appointment or service:
Step 1: Go to your Settings tab in your main menu and click on My Services.
Step 2: Select any service for which you want to create this payment requirement.
Step 3: Scroll down to Price, and click on the Service fee options drop-down menu.
Step 4: Select Paid - Require to pay at booking
Step 5: Enter your desired Fee for the service, and click on Done to save your settings.