DCDial CoPilot: Payment Link
The Payment Link feature in DCDial enables you to request payments from your customers by sending them a direct link.
Yuliia
Last Update 2 maanden geleden
Follow these steps to create and share a payment link:
Access Payment Link:
- Click on the 'Payment Link' option from the main dashboard or Quick Actions menu.
- Choose a recipient for the payment link from your list of contacts. You can search for a specific contact or add a new one by clicking 'Add New Contact'.
- Alternatively, you can parse contacts from the current webpage by clicking “Show Page Contacts”. How does this work?
- Description: Account description.
- Balance: The balance will automatically be filled based on the contact’s account information, if available.
Set the Payment Method:
- Choose the preferred payment method, such as Card, Bank, Wire, or PayPal. The available methods may differ based on the settings.
- Enter the payment amount, and decide if you want to allow the customer to modify the amount.
Configure Link Validity:
- Specify the due date for the payment and set an expiry date for the payment link to establish when the link will become inactive.
Sharing Options:
- Decide how you want to share the payment link with your customer. You can choose to send it via email or SMS. Select the appropriate contact information for your customer.
Preview and Send:
- Click 'Preview' to review the payment request before sending it. This helps ensure all information is correct.
- Once you've confirmed the details, click 'Send link' to share the payment request with your customer.
Follow Up:
- After sending the payment link, you can track the status and follow up if necessary. The DCDial dashboard will indicate whether the payment is pending, completed, or needs attention.
By utilizing the Payment Link feature, you streamline the payment process, making it easier and faster for your customers to fulfill their invoices.