The Cashflows integration allows CRM users you to take/request payments for fees.
This feature is only available for fees that are due from customers. (i.e. you cannot request payments for fees due from a lender/provider)
|
|---|
| Panel | ||
|---|---|---|
| ||
Taking Card Payments in the CRM |
To take payment for a fee, click the “Take Payment” link in the actions column of the table on the commissions panel.
This will take you to the payment page, where you can enter the customer’s card details.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Security |
Once the payment has been requested, the page will then automatically update and show an alert to inform the you that the payment has succeeded, failed, or is still processing.
In addition to this, once the request for the payment has been processed by Cashflows, a notification will be generated.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Commission |
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Status Update |
| Panel | ||
|---|---|---|
| ||
Sending Payment Links in Emails |
| Panel | ||
|---|---|---|
| ||
Receipts in the CRM & in the Cashflows Portal |
When a payment is successfully taken for a fee, the receipt of the fee is automatically updated, and the cashflows reference is kept in the reference field.
You can use this reference to search for the transaction in the cashflows portal should you need to.
