Send Payment Request
If you are using Nexsyis' GlobalPayments CC integration and automated SMS/e-mail feature, you can send the customer a payment request to make a payment on the Nexsyis customer portal.
Step One:
On the Communications tab, make sure the customer is set up to Communicate by Text or Communicate by E-mail
Step Two:
Complete the PBS tab
Step Three:
On the PBS tab, click the "Request Payment" button. This will open a screen with the total of the "Amount to Collect" defaulted to the Due At Delivery total less any coupon amount. The Message will default to the default message under the Customer Communication "Payment Request". BOTH THE AMOUNT TO PAY AND MESSAGE CAN BE EDITED. Click the check mark button to send.
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This will send a PMTREQ notification to the customer. You will see it recorded on the Communication tab
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Customer facing Payment Portal
The customer will receive your text or e-mail message with a link to "Make a secure payment"
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When she clicks the link, she will be directed to enter her last name
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The Amount will automatically fill-in the Amount to Pay that you requested. THE CUSTOMER CAN CHANGE THIS AMOUNT
She will then enter her credit card information and click Submit
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She will then be shown a payment confirmation page
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If the customer needs to make any additional payments, they can use the link from the e-mail again.
Viewing the Payment in Nexsyis
The credit card payment will automatically be posted back on the A/R tab in Nexsyis as a "Card Not Present" transaction
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Send Payment Request when the location is set up with a credit card processing fee
The "Amount to Pay" sent in the payment request represents the total amount to be collected from the customer, and any applicable fees are automatically added to this total.
The fee will automatically be added to the total amount:
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If a customer changes the payment amount, for example, to $500, the system will deduct the 2.5% fee from that payment. In this case, $488.00 would be applied to Accounts Receivable (A/R) and $12.00 would be allocated as a fee. This allows the shop to identify that the customer has not paid the full amount and may need to send another request for collecting the additional $12.