Your customer will sign up for Autopay directly in TermSync. You can send them the link to their account statement where they can quickly get signed up.
You will receive email notification once your customer successfully signs up for Autopay. Your customer will also receive email notification confirming their successful enrollment as well as notifications when future transactions are scheduled in TermSync.
1. Choose the customer you are going to send the account statement link by clicking on the customer's name or ID.
2. Navigate to the Account Statement link located directly under your customer's AR graph. Click on this link to be redirected to your customer's account statement in TermSync.
3. Navigate to your customer's Available Actions which are located in the Summary board as pictured. Click Send Link to Account Statement.
4. Last step! The popup you see is the message that you are going to send to your customer. The message will be sent to the customer's email address/addresses housed in TermSync and will include the link to their online account statement.
If you'd like to direct your customer to the Autopay feature, you can include your own custom message.
Please note you always have the option to view your customer's account statement from their perspective by clicking on View as Payer. This is a great feature to utilize if you have any questions regarding what your customer sees when logged into their online account statement with your company.
Want to see what your customer must do to sign up for Autopay in TermSync? It's pretty easy. Click here for more information.