In this article, you'll learn how to send a customer a payment link from a job. It's the easiest way to get paid when the customer isn't standing in front of you, or would rather pay later from their own phone. The link opens their invoice in your customer portal, and they pay it there.
Opening Collect payment on your phone
The phone app and the CRM website on a phone work the same way here. The payment link lives on the job's Collect payment page.
To open Collect payment:
- Open the job.
- Tap the Finance tab.
- Tap the + next to Payments, or open Payments and tap Add payment.
The page shows Amount due in large type, with the job's total beside it. Under that is a stack of buttons: the Tap to Pay button (Tap to Pay on iPhone on an iPhone), Type card manually and Send payment link. If the customer has a card saved, Charge card ending and the last four digits sit at the top. If you've set up Sunbit financing and the customer has a phone number, Offer financing (Sunbit) shows too.
How much the link asks for
You can tap Edit next to the amount to collect less than the full balance, but that only applies to cash, check and the other methods you record by hand. A payment link always asks for everything still owed.
Sending the link from your phone
- On Collect payment, tap Send payment link. If the job doesn't have an invoice yet, the CRM creates one. If it already has one, it uses that.
- The Send invoice page opens. Pick Via email or Via SMS at the top. It opens on email when the customer has an address on file.
- Check who it's going to. For email that's To; for a text it's Send to (phone number). You can add up to five more people in Cc or Also text.
- Check the message. It's filled in from your invoice template, and anything you change here only applies to this send. A "View Document" link to the customer's portal is added after it. Edit template changes the wording for every future send.
- Leave Credit card switched on under Let client pay with: so they can pay by card.
- Tap Send. Tap Preview first if you want to see the invoice they'll get.
Waiting for the payment
Once the link goes out, you're back on Collect payment. It says Listening for payment… and whether the link was texted or emailed. You can leave it open. When the customer pays, it changes to Paid and says the invoice is settled. Tap Done.
If they only pay part of it, you'll see Partly paid with how much has come in so far.
Don't want to wait? Tap Stop waiting. The payment still lands on the job and the invoice whenever the customer pays.
When a payment comes in while you're on the page, the CRM asks Send a receipt? Tap Yes and pick Text, Email or Both, or tap Not now.
Sending the link from a computer
On a computer, the payment link goes out as the invoice itself, from the Collect payment panel.
To open Collect payment:
- Open the job and click Create Invoice at the top. If the job already has an invoice, the button says View Invoice.
- Or open the invoice and click Collect payment. It's greyed out once nothing's owed.
The panel shows the invoice number, the total, and Listening for payment… under them.
- Under Remote — send the invoice, click Send invoice.
- Pick Via email or Via SMS, then check To (or Send to (phone number)). Add anyone else in Cc or Also text.
- Check the message. Keep Credit card ticked under Let client pay with: if you want them to be able to pay by card.
- Click Send email or Send text.
After it's sent, the panel adds a line for each send, and the button changes to Send invoice again. When the customer pays, the panel shows PAID ✓ and asks Send a receipt? Click Done — refresh job to see the payment on the job. If they pay part of it, the panel says Partially paid with the amount so far.
What your customer gets
The customer gets your text or email with a link that opens their invoice in your customer portal, so they don't have to go looking for it. They pay there, and the payment shows up on both the invoice and the job.