Description
This document explains on how to set up and use PayNow.
Workflow Options
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Detailed Steps
(Taking payment via phone or in person)
1. Locate Sale
2. Drill to source
3. Click PayNow option below
4. Enter credit card details > Fees will be calculated according to the amount payable and payment type (let your customer know the new total to be paid).
5. After a successful payment an email will be sent to the email account entered.
6. If required, Select the same invoice, drill to source, select payments.
7. You can successfully view the payment note below within ~30 seconds of a successful payment.
(Including a payment link in your emails)
1. You can create an email message with the attached invoice and PayNow link by adding the text [[PAYNOW]] to your email body.
2. You can permanently embed the link into your default emails by adding the text [[PAYNOW]] to your email template. Cloud WMS Email Templates | Datapel Help Center
(Setup PayNow)
1. Contact Datapel to get PayNow integrated with your CloudWMS software.
2. Log in as Admin > Options > Preferences> Company
3. Add the PayNow URL provided by Datapel
4. Select your default ledger/bank account for each payment type.
5. Ensure that you enable the PayNow option for all sales
6. Click Record Preferences.
7. Contact Datapel to add the payment link to your PDF invoices.
(Transaction Fees for PayNow)
Related Information
PayNow feature supports:
One payment per Invoice
Currency - AUD
Credit Card Payments
....More features coming soon.