Credit Card Payment Link(s)
This guide provides essential instructions for creating and managing credit card payment links, ensuring efficient transactions with customers. It highlights the importance of timely communication, as payment links expire after seven days, and offers step-by-step processes for generating invoice and ad-hoc payment links. Additional details on on-line web payments available to customers is also detailed.
Kaplan provides options to create and send payment links that customers can use to submit their credit card information for pre-payment of an order or as payment of an invoice. Use these steps to create the appropriate type of payment link. Payment links are valid for 7 days and would need to be recreated after the 7th day if not used.
Accounts Receivable (AR) and Key Accounts has the ability to generate payment links. Links may be created for open invoices by customer number or ad-hoc amounts (i.e., prepayment). The information shared in this document also includes the pages that show up for a customer when they "track their order" on our website. They also have the option to pay for open and related invoices under this feature.
Chapter 1: Payment Link Basics
Chapter 2: Create Link for Invoices
Chapter 4: On-line Track Order Payments
Link: https://scribehow.com/viewer/Credit_Card_Payment_Links__qucGyR54T-acxWE5plgBzw