Payment links allow you to request payment from clients via SMS or email, giving them a convenient way to pay securely online. Payment links can be used for both appointment deposits and invoices.
Send a payment link for a deposit
Step 1: Click on the appointment and then click the Deposit button on the left side-panel.
Step 2: Check the deposit amount is correct and then click Take Payment.
Step 3: Click the Send payment link button, then click Next.
Step 3: Decide how to send the link—by SMS or Email. This example uses SMS.
Step 4: The left panel will show the deposit status as "pending."
Step 5: The client receives a secure payment link via SMS. They simply follow the link, enter their card details, and submit payment.
Step 6: Once payment is complete, the deposit status updates to "Paid" in the appointment details.
Step 7: When invoicing the appointment, the paid deposit is automatically applied.
Sending payment links for invoices
You can also send payment links for the full value of an appointment.
Step 1: Click on the appointment and then click Make sale.
Step 2: After clicking Take payment, select Send payment link.
Step 3: You can send a payment link via SMS or Email. In this example, we are sending it to the client via Email.
Step 4: The payment link status will update from "Pending" to "Paid" once the client completes payment.
Tracking outstanding payments
You can track all outstanding payment in Kitomba 1 by visiting the Sales tab.
Step 1: Click on the Sales tab.
Step 2: Using the Payment filter, select Pending Payment link to see all deposits and invoices awaiting payment.
Find out more about managing payment links here.
Who can send payment links?
Make sure you’re logged in as an admin or have PIN access enabled to use payment link features. Users must be able to Charge a saved card to pay for an invoice or send a payment link.
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