| OVERVIEW | WHO WILL FIND THIS USEFUL? |
| Using the Payments tab, you can easily send email or text payment requests to a customer. | Service Advisors, Cashiers |
| DEPARTMENTS | CATEGORY |
| Service, Accounting | Payments |
HOW-TO STEPS
1. You can send a payment request to a customer by choosing the Payment tab, and then the Payment Request Sub-tab.
2. Enter the customer's name in the Lookup Contact field. The other fields and the current RO will instantly populate. You can edit RO Information, including the amount or description, or attach files.
3. Press the green Send Request button to email and (if the customer has opted-in) a text message requesting payment.
4. A pop-up will appear confirming your action, and asking whether you like to Allow customer to sign invoice online.
5. Selecting Yes will generate an email and, if the Customer has opted in, a text with your payment request.
________________________
If you have any questions or need further assistance, please contact myKaarma Support:
Comments
2 comments
can you resend a payment request after it was sent, need to send to diff email
How do you CANCEL a Payment Request? If we no longer have the item, car, part, etc...
Please sign in to leave a comment.