Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Mobile App: Pay by Email Link

This article outlines how to send a Pay by Email link to a customer from the Mobile App to assist in payment collection.

What’s New

From the Mobile App, Technicians can: 

  • Send a "Pay by Email" link directly to a Customer, to collect a payment. The link allows the Customer to pay directly without logging into their Customer Portal.

 

How It Works

  1. On an Invoice payment screen in the Mobile App, the technician can select Pay by Email from the payment method list (alongside Credit Card, Cash, Check, Banking (ACH), and External). 

  2. Rather than collecting payment on the spot, it emails the customer a link so they can pay on their own device. 
  3. Before sending, the app will confirm where you'd like the link sent. The Primary email on the profile is offered by default, or you can Send to a Different Email" and type in a number to text the link to. New email addresses added here are saved as Additional Email Addresses within the Customer Profile. 

  4. Select Send Link when ready. After it's sent, the app confirms "Payment link sent to (email address)" - and the customer can complete payment from their own device.