📄️ About Click to Pay
With EPASS Click to Pay, you can send your customers a link to a secure, cloud-hosted payment portal where they can enter their payment information and send it directly to your EPASS system.
📄️ Configuring Click to Pay
Click to Pay requires some initial configuration steps before it can be used to generate payment links.
📄️ Sending Text and Email Notifications to Customers
EPASS can automatically send email or text notifications to customers on successful(or unsuccessful) payments made through Click to Pay. Notification messages are customizable and can include anything you want to send to your customer to enhance the payment process, such as a thank-you message, a PDF copy of the invoice, or a link to a customer satisfaction survey.
📄️ Generating a Payment Link
Payment links are generated from the customer's invoice header. Once the link is generated, you can copy it to the clipboard and then paste it into an email, a text field, or document. The link contains the URL of your Click to Pay page and an authentication token that automatically loads the customer's invoice number and amount owing.
📄️ Sending a Payment Link by Batch Email or Text
You can send a Click to Pay link using the EPASS Batch Email and Text feature. Refer to Batch Email & Text for instructions on configuring and sending batch emails and texts.
📄️ Disabling Click to Pay for a Customer
If you have a customer that you do not want to use Click to Pay with, you can disable the payment link on any invoice where the customer is the Bill To. Doing this can prevent staff from mistakenly generating and sending a payment link to the customer.