Today is your day! You've already jumped on the smartypants bandwagon by signing up for RW Elephant's integrated credit processing with Stripe. Congratulations you!
This next step will give you the right to put your hands behind your head and look smugly at the world with deep satisfaction in your cleverness.
Online Payment Pages are real and they're here to stay.
We've already introduced you to the Email Templates and One-Click Email Generator that happily lives on every Order's Payment tab. So you know that you can zippily send Payment Links to your Clients.
Now let's take a look at where those Payment Links take them.
Voila! The Online Payment Page.
Your company logo at the top
Payment Amount Options
If your Client chooses “Other Amount” she will have to pay an amount between the Minimum Required deposit and the Full Balance.
Option to Autopay their future balance
Agreement to your Terms & Conditions
And then the payment window
Clients will love how easy it is to pay you and cross that task off their to-do list.
If you ever need to get to this payment link in a hurry, simply click the “Copy Payment Link” button. Depending on which browser you're using, the link will be copied to your clipboard or you can use keyboard shortcuts to copy it.
Paste it wherever you'd like. Your Client can even post it on Facebook to get crowdfunding for her rentals. :)
Once she has completed the Payment, it will appear on the Payments view on the Order within your RW Elephant account. Since she agreed to your Terms & Conditions at the time of the Payment, the Order will also automatically become Confirmed.
Any Online Payments you receive will be listed in the daily Payment Summary Email that is sent to you from RW Elephant.
Additionally, when your Client submits an Online Payment, she will receive a Payment Confirmation Email.
To format your Payment Confirmation Email, navigate to the “Account” icon in the upper right corner of your browser window.
In the left column, select “Email Templates.”
Click on the “Payment Confirmation” tab.
Click the green “Edit” button.
A default Subject Line and Body of the Email have already been entered here but you can modify this email however you'd like.
Here is a list of Reference Tags you can use in the Subject Line or Body of the Email:
- Company Name ##COMPANY_NAME##
- Event Date ##EVENT_DATE##
- Invoice Number ##DISPLAY_INVOICE_ID##
- Client (First & Last) ##CLIENT##
- Client First Name ##CLIENT_FIRST##
- Client Last Name ##CLIENT_LAST##
- Invoice Total ##INVOICE_TOTAL##
- Amount Due ##DEPOSIT_DUE##
- Balance Due Date ##BALANCE_DUE_DATE##
- Link to Invoice PDF ##PDF_LINK##
- Link to Online Payment Page* ##PAYMENT_LINK##
After you finish editing your email, click the green “Save” button.
A Payment Confirmation Email will be automatically sent to your Client upon completing the Online Payment process.
Now that you're making money while you're sleeping with Online Payment Pages, let's kick things up one more notch with Autopay.