Broadlume Payments Click to Pay Feature

Applies to: Broadlume Payments

Covers how to use the Click-to-pay feature for emailed documents in RollMaster

Does not cover: Cyncly Payments, Cyncly Pay, Gravity, or Payments Flex

Click-to-Pay | Broadlume Payment Processing

Related features released between 4/25 and 5/10

• Generate click-to-pay links for various specified amounts. You can now generate click-to-pay links for specific amounts, such as a deposit or final payment. This makes it easy for customers to pay you online without having to give their payment card information over the phone.  Requires Broadlume Payment Processing in RollMaster
• Add click-to-pay link to Quotes, Orders, Invoices, & A/R | We've added an option to include a click-to-pay link to all of our documents, so your customers can easily pay you online. Requires Broadlume Payment Processing in RollMaster

General Description and Capabilities

• From a Quote, Order, Invoice, or A/R, you now have the ability to add the click-to-pay link for ultimate convenience for customers to make a payment.  

• Also, you now have the ability to generate an Amount-Specific payment link that you can send to the customer to make it easier for them to pay the correct amount. 

Configurations

The default drop-down selection (i.e. Balance Remaining, Open (Customer Entered)) can be specified for the Company via System Maintenance | Document Mtc. | Print Opt Mtc. aka Print Option Defaults.

NOTE:  If you have not changed your default company settings, the default is set to No Click-to-pay Option, but the individual can change it on a per-transaction basis.  

Description of Drop-Down Options:

Open (Customer Entered) | Your customer will get the freedom to enter any amount for payment. 

Free-hand Fixed Amount | YOU will specify any amount, and that will be what’s set as the amount to be collected should the customer submit an online payment.  

Balance remaining | Sets the amount to be collected equal to the balance remaining

Material Only | Sets the amount to be collected equal to Material Only line items (must be less than balance remaining)

10%, 25%, 33%, 50% of Remaining |  All these options calculate the % x Remaining Balance and set the amount equal to that result.  

No Click-to-pay Option |  This will NOT display a Click-to-pay link on the document.  

Adding the payment record in RollMaster Software

You can “Add Deposit” when you receive confirmation of the submitted payment.  Use “Skip Broadlume Payments” since this payment has already been processed, you will be prompted whether you are trying to link an unmatched transaction. The answer is Yes. 

Example:

1. Go into the Order or Quote the transaction was for
2. Add New Deposit.
3. Since this payment has already been processed, check the box to “Skip Broadlume Payments.”

Alternatively, when you receive confirmation of the submitted payment go to the Unmatched transactions screen from Post Customer Payments, or from within a Quote or Order and accept the Direct Match that is created
 

Example:

1. From within a Quote, Order, or Post Customer Payments select View -> Broadlume Payments Transactions
2. Select Unmatched Transactions
3. Choose the transaction that needs documented from the top half of the screen and Accept the Direct Match