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Payments

Last Update 8 bulan yang lalu

General Settings Internal Portal Settings Customer Portal Virtual Collection Payment Agreement

Internal Portal Settings

DCDial offers a secure internal portal that allows you to initiate and process your customers' payments, send a payment link, and create custom payment agreements.

Only authorized users can access the internal portal using their account in DCDial. Before processing customer payments through the internal payment portal, you need to adjust the internal portal settings based on your preferences.

  • Internal Portal
This option allows users to process/schedule payments using the internal payment portal.
  • Post-Manual Payment
This option allows users to manually post customer payments processed outside of the customer portal. Once this feature is enabled, select users will be granted permission to post manual payments.
  • View Billing History
This option allows users to view the customer's billing history including payment agreements, and processed and scheduled payments.
  • Allowed Users
Select users that will be granted permission to post manual payments.
  • Modify Plan
This option allows users to modify payment agreements from the Billing History page.
  • Cancel Plan
This option allows users to cancel payment agreements from the Billing History page.



Process Payment

Enable this option to allow users to process one-time payments or schedule recurring payments from the internal portal.


  • Schedule Payment
This option allows users to make scheduled payments. Disable this option if you would like users to make one-time payments only.
  • Start Date Limit
Limit how far in advance users can schedule the first payment.
  • End Date Limit
Limit how far in advance users can set the payment due date.
  • Transaction Limit
Enter the maximum number of transactions a user can schedule. To allow customers to schedule only single one-time payments, select 1.
  • Use Saved Payment
This option allows users to create new payments using existing customer payment information on file

Payment Link

To allow users to send payment links from the internal portal, switch the 'Payment Link' toggle to ON.

  • Payment Method

Select the payment method that customers can use to make a payment using the external payment portal.

    • Allow Agent Override: This option allows payment users to change the payment methods available to the customers.


  • Due Date

Select the payment due date.

    • Allow Agent Override: This option allows payment users to change the payment due date.


  • Due Date Limit
    • Link Expiry

Enable this feature if you would like a payment link to expire automatically once the time limit is reached.

  • Expiry Date

Select the time limit customers have to make a payment using a payment link. The time limit counter starts when the link is sent to the customer.

    • Allow Agent Override: This option allows payment users to change the expiry date.


  • Expiry Date Limit

Limit how far in advance users can set a payment expiry date.

  • Communication Method
Select the default communication method for sending payment links to your customers.

    • Allow Agent Override: This option allows users to change the available payment methods from the internal portal.


Send SMS

To allow users to send text messages from the internal portal, switch the 'Send SMS' toggle to ON.

  • SMS Templates
Select the SMS template(s) that will be available in the internal portal.
  • Modify Template
This option allows users to edit the SMS template(s) directly from the internal portal.
  • SMS Caller ID
Select the Caller ID that will appear on the customer's phone screen when an SMS comes in.

Please note: Before selecting the phone number from the drop-down menu, select at least one number in the 'Allowed Called IDs' box.

  • Allow Agent Override

Enable this option to allow the payment users to override the SMS settings.

  • Allowed Caller IDs

Select one or more caller IDs the users can choose from when sending text messages from the internal portal.


Please note: Before selecting the caller ID(s) from the drop-down menu, you need to assign the caller ID role for the phone number from the Company Numbers page.

Send Email

To allow users to send one-to-one emails from the internal portal, switch the 'Send Email' toggle to ON.

  • Email Templates
Select the email template(s) that will be available in the internal portal.
  • Modify Template
This option allows users to edit the email templates directly from the internal portal.
  • From Address
Select the From Address that will be displayed in the email header.

Please note: You can send emails only from the verified email addresses. So, before selecting the email address from the drop-down menu, select at least one email in the 'Allowed Emails' box.

  • Allow Agent Override
Enable this option to allow the payment users to override the email settings.
  • Allowed Emails
Select one or more email addresses the users can choose from when sending emails from the internal portal.

Please note: Before selecting the email address(es) from the drop-down menu, connect your personal email from the User details page or corporate email from the Company Branding page.

Verify Email

You can send emails only from verified email addresses. Click on 'Verify', and the system will send you an email with the verification link.

Look for the verification email in your inbox and click 'Approve' in that email. A confirmation message will appear in your web browser. If you didn't get the email, check your spam folder.

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