Payments Request/Add

In this document we will review creating and sending a request for payment and posting payments.

Go to Edit Order to Request or Post a Payment.

Fig.1

Record a Payment - A-1

Fig.2

Scroll down to the payments console and select +Add Payment

Record a Payment - A-2

Fig.3

Request Payment - B-1

Fig.4

Scroll down to the payments console and select + Create Request

Request Payment - B-2

Fig.8

Optionally add additional people from the organization for this order to whom this request needs to be sent.
Add the amount that you would like to charge for this order
Select a payment method that the customer will use, via secure link to process their payment
Using the calendar select the due date for the payment
Add any notations for this function.
Save

Payment Request Email

Customers will receive email to pay for the order. Payment request email template can be customized from General Settings in PJM.

1. Shows amount to be paid.

2. Link to payment page.

After clicking on link in email customer will be presented with page to pay for the job.

The payment page from request email does not require login.

1. Amount to be paid.

2. Payment method to be used.

3. Current date in system.

4. Credit card information which is to be charged.

5. Save button which will charge credit card for the mentioned amount.

If you have questions or need help, please open a support ticket by selecting this link Aleyant Support

Article ID: 988, Created: 1/13/2017 at 6:30 PM, Modified: 6/16/2023 at 2:43 PM