Your customer will sign up for Autopay directly in TermSync. You can Send Link to Account Statement where they can quickly get signed up.
You will receive an email notification once your customer successfully signs up. Your customer will also receive an email notification confirming their successful enrollment as well as notifications when future transactions are scheduled in TermSync.
Setting up Autopay
1. Choose the customer you are going to send the account statement link by using the Search Bar, and clicking on the customer's name or ID.
2. Click the Account Statement link located directly under your customer's AR graph Data.
3. Navigate to your Summary board which is to the right of the listed invoices. There under Available Actions, click Send Link to Account Statement.
Please Note: Any message sent to the customer includes a link to access their account statement.
4. Type your message to the customer in Additional message. This will be sent to all the customer's email address/addresses housed in TermSync. Those that do not require the message can be unchecked.
Since you are setting up your customer with Autopay, customize your message accordingly.
The customer will receive the below email notification.
Please Note: You always have the option to view your customer's account statement from their perspective by clicking on View as Payer (located in each Invoice Details and Account Statement.) 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.