![]() This form is called KYC (Know Your Customer). VatPay and WePay will ask you a few questions about your business to keep your money safe and secure. Click on the link in the email and follow the instruction to verify your email address. (NOTE: A verification email will be sent to ). Once you enable payments, we will send you a verification email. Next step is to check your inbox for a verification email from us. If you have a Chase Bank Account, you will be able to get your funds deposited on the same day. Once you complete setup, your funds will be deposited in your bank account. Start by enabling online payments so that your clients can start paying for your invoices online. When you are ready, click the ‘Send Email’ button to email the invoice and it’s supporting documents to your customers.If you have more than one file, check the box beside ‘Attach Multiple documents’ and select multiple files. You can attach supporting file(s) (documents, images etc.) to your email.Remember you can send both payment options to your customers. Select either ‘Secured Credit Card (Stripe Payment)’ or ‘PayPal Express Checkout’ box. If you want to include payment link to this email for your customers to pay this invoice, check the box beside ‘Include a payment link to enable online payment for this document’ and your preferred payment links.See screenshot below on how additional notes are presented to your clients. Enter additional note to your customer.It’s usually pre-populated with the Invoice number and your company name. If you will like to receive a copy of the email, check the box ‘Send me a copy of this email’.If you want to copy other recipients on this email, enter their email addresses separated by a semi-colon.A popup opens pre-populating all the customer’s email, Subject with Invoice number added. Under the action tab, select the action drop down list box.Search for the invoice you wish to email to your customer. To email a particular invoice to your customer, go to VatPay landing (home) page. Finally enter the full terms and conditions or notes and click ‘Create new document’ button.For example, if this is just a note to your client, you can change the title to ‘Additional Note’ or just ‘Note’. You can change the ‘Terms & Conditions’ heading to anything you want.You can either click the ‘Add line item’ button to manually add a line item or simply search for an existing item from the items list.Select the issued date as well as the due date. ![]()
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