Updating customer payment information
Updating Customer Payment Information
Summary
BizScheduler's Payment Page provides an efficient and secure way to obtain customer payment information. The Payment Page is a secure portal where your customers can update their credit card information in BizScheduler.
The payment page will display the image specified by the Login Image configuration option
Payment Page Access
Customers can access their payment page using a personalized link.
For increased security, payment page links expire after 14 days
There are two ways to send this link to your customers.
From the Customers page
A generic email with the link can be sent using the following steps:
1. Find the customer who you want to contact
2. Click the Payment Page Link button in the footer
3. A pop-up window appears, where you can either copy the link for that customer's payment page, or use the generic message displayed to send directly by clicking the Email Payment Link icon.
The email is sent only to the first email address listed in the customer record. To customize the email recipient, you can copy the link into a separate email client or send the link using the Merge Field method as described below.
Using the [PaymentPageLink] Merge Field
The payment page link can be added to most emails sent from BizScheduler by using the [PaymentPageLink] merge field. This can be very helpful when sending invoices, estimates, or even notifications. To add the merge field to your message:
1. Click or move the cursor to the text area where you want the link to appear
2. Click the View Merge Fields button in the footer
3. Click [PaymentPageLink] to insert it into the message
4. Preview the merged version of the message (if available)
Message with merge fields Message preview
On jobs or estimates with a separate Job Site, the payment page link will update the Bill-To customer's payment information. If available, the merge field [JobSitePaymentPageLink] can be used to update the Job Site, but will still update the Bill-To if no Job Site is present.
Alert for Updated Payment Info
The Payment Info Update Alert Email configuration option allows you to specify an email address to be notified whenever a customer updates their payment info. Multiple email addresses can be added by separating them with a comma (e.g. support@bizscheduler.com, firstname@lastname.com).
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