Send Statements using Paystand Email

Important Considerations

This functionality allows the payer to make a payment to one or more invoices at the same time.
This functionality has to be triggered specifically from the Customer Record.
This email will be sent to the email address stored in the customer's record.

Sending a Statement to the payer

1. From the Customer Record, click Paystand Email.

This email will be sent to the email address stored in the customer's record.

2. Click OK.

A script will be triggered to send an email containing all outstanding invoices will be sent to the payer, featuring a Pay Now button. The payer can select the desired invoice for payment and proceed with the transaction.

3. Navigate to the Communications tab below and find the email sent to the payer, including the Pay Now button.

4. Click View to review the email template sent to the payer.

5. The email template includes all open invoices and a Pay Now button. Clicking this button redirects the user to the checkout experience.

6. The payer can view all open invoices and make payments for multiple invoices simultaneously.

They can use checkboxes to select the invoices they wish to pay.
Click Continue

7. Select Continue to complete the payment process.

 

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