Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **9 STEPS
1. This tutorial will walk through how an agent can verify the Payment Status of an Invoice in real-time.
As a comparison for this example we see two invoices to: John Smith. One invoice has already been 'paid' and the other is 'unpaid'.
2. For this example let's focus on the 'unpaid' invoice.
3. The agent can confirm that a Communication (email or SMS) was sent.
4. The agent can also see if the secure payment link sent was Viewed by the payer.
5. Pay attention to the Payment Status. Once the payer completes payment on their invoice, this will update to 'paid'
6. PAYER VIEW ONLY:
The agent would expect the payer to access the secure payment link and submit payment information as shown here.
Again this can be in a real-time, Live Agent scenario.
7. While the agent is on call, the payer confirms their payment was successful.
The agent then clicks refresh on their invoice screen.
8. The agent will see the Payment Status for the invoice has been updated to paid and can let the payer know the payment was received!
9. Note: Once the payment is made through the secure link, a Payment ID will automatically generate. This Payment ID will be unique for every transaction and can be used for reference and reconciliation purposes.