We’re excited to introduce our latest enhancement to Mobile Payments – direct payments within estimates! Now, Connectly, LeadConnector, and Whitelabelled apps administrators/users can activate a direct payment option inside an estimate prior to sending it to a customer. Once the customer agrees to the estimte, they’ll be automatically directed to the invoice page to complete their payment online. To enable this feature, a request must be made.
How to use this feature
Begin with opening your desired subaccount on the mobile app. Proceed by navigating to the Estimates section via the lefthand navigation drawer. Here, create a new estimate or modify an existing draft estimate. Fill out all the needed details accordingly; the Estimate name, number, issue date, expiry date, contact, and the list of items. Once you reach the review page, scroll down to the bottom of your screen. Under “Payment Settings”, toggle on “Enable Direct Payments”. Following this, send your estimate to your customer via email, SMS, or both options. After your customer accesses the estimate on their browser and accepts it, they’re automatically redirected to the Invoice page to complete their online payment. If for any reason the payment doesn’t go through, navigate back to the Invoices section and proceed to the invoice tile. Here you have the option to resend the invoice or to manually record the payment offline using the tap-to-pay option, cash, card or by left-swiping/long pressing the invoice card and selecting Record Payment.