Sending a pin payments link is easy however you will need to set up a few things first. First, the add-on will need to be enabled and setup, and then an invoice will need to be created in order to generate the Pin Payments link. When sending the email we recommend updating your Email signature to save some time.
Sending a Pin Payments Link
1. From the client's Invoicing page, hover over the actions button
2. Select the option to Email to client/Email, adjust your to field, subject, email content.
3. Click Insert Payment Button to include the link within the email, then click Send Email.
What the client will see and need to enter
Once your client receives the email and clicks on the Pay Now button, they will be taken to the Pin Payments portal.
1. Enter in the email, cardholder name, card number, expiry month/year, security code.
2. Click Pay Now.
3. Once you have taken payment via pin payment, you can now also adjust the date banked on each invoice. Simply go to the invoice, select the $ button and click on edit.
💡 When sending a pin payment link, your clients are being offered to store their payment details for future use.
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!