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How to Send an ePayment Request (Merchant Account Required)

Overview

StudioCloud has partnered with various merchant providers to include credit card processing integration.  Part of that integration includes an option to send an ePayment which is a request sent to your client via email to pay their invoice online. In the email, they are directed to click on a link that sends them to our secure payment portal. The client then enters in their credit card information and submits their payment. ePayments are especially useful when working with clients who are out-of-state, or who do not have access to your business or location of work. 

There are multiple different ePayment requests you can send.

  1. How to Send a 'Pay the Balance Due' Email From the List of Invoices
  2. How to Send a 'Pay the Balance Due' Email From an Invoice
  3. How to Send a 'Pay the Payment Due' Email From an Invoice
  4. How to Send a 'Pay the Payment Due' Email From the List of Payment Dues
  5. How to Send a 'Pay the Balance Due' Email Where the Client can Pay What They Want

How to Send a Pay the Balance Due Request From the List of Invoices

Please note, when you client clicks the link in the email it will take them to an HTML form they can fill out and they will be required to pay the balance due on the invoice.

  1. Click on the Point of Sale component
  2. Click the Point of Sale tab
  3. Find the desired invoice
  4. Click the Select Action menu option
  5. Click the Email Balance Due menu item

How to Send a Pay the Balance Due Request From an Invoice

Please note, when your client clicks the link in the email it will take them to an HTML form they can fill out and they will be required to pay the balance due on the invoice.

  1. Click on the Point of Sale component
  2. Click the Point of Sale tab
  3. Edit the invoice
  4. Click on the ePayments menu option
  5. Click the Request ePayment For Balance Due menu item
    1. ProTipe: You can also click the  button next to the balance due

How to Send a 'Pay the Payment Due' Request From an Invoice

Please note, when your client clicks the link in the email it will take them to an HTML form they can fill out and they will be required to pay the amount that is on the payment due.

  1. Click the Point of Sale component
  2. Select the Point of Sale tab
  3. Find and edit the invoice you want to send an ePayment request for
  4. Click on the Payments Due tab
  5. Click the  button next to the payment due

How to Send a 'Pay the Payment Due' Request from the List of Payment Dues

Please note, when you client clicks the link in the email it will take them to an HTML form they can fill out and they will be required to pay the amount that is on the payment due.

  1. Click on the Point of Sale component
  2. Click the Point of Sale tab
  3. Click on the Payments Due button
  4. Click the  button next to the payment due.
  5. In the Send Email To Client window select the email account you want to use
  6. Verify your client's email address
  7. Click the Send button
  8. A link will be sent to your client to make a payment

How to Send an ePayment with Customizable Amount Due from StudioCloud

Please note, when you client clicks the link in the email it will take them to an HTML epayment form that they can fill out. By default the epayment will show the balance due for the invoice but they can edit it to enter the amount that they want to pay.

  1. Click on the Point of Sale component
  2. Click the Point of Sale tab
  3. Edit the desired invoice
  4. Click on the ePayments menu option
  5. Select the Email Customizable Balance Due menu option