To Request a Remote Payment from the Invoice

1. Open the invoice that you would like to request payment from
   
2. Click the 'Deposit on Account' button at the bottom of your invoice   

   
   
3. From the 'Pending Remote Payment Requests, Deposits and Credits for this Customer' window choose the button that says 'Send Remote Payment Request"

   
4. Choose the amount that you would like to request remotely from the customer and add any notes regarding this payment request.  (Notes can be kept private or included on the hosted payment page for customers to view)                                   

   

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5. Once you send the remote payment request, MaxxTraxx will reach out to the PayMX server to generate a hosted payment page URL that can be sent by text message or email to your customer                                                                                   

   

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6. In order to send the link by text message, you must have text messaging setup in your system and the customer must have a mobile number and carrier on their record.  The below example will show the link as it would look being sent by email.  The email is templated but may be customized with additional information if needed.                                                                     

   

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7. Back on your "Pending Remote Payment Requests, Deposits and Credits for this Customer" window.  You will now see the outstanding payment request and may check for Payments received directly on this invoice
   
8. Once you have 'Checked For Payments Received" or left the "Pending Remote Payment Requests, Deposits and Credits for this Customer" window and come back at another time, you will be able to choose the "Manage Remote Payment" button.  From here you will have the option to send the link to your customer again through text or email as well as cancel the remote payment request.  This will cause the previously sent hosted payment pages to become invalid and you will need to request payment again or through a different method.  If you are done with work on an invoice and just awaiting payment, we suggest transitioning the invoice to the "Complete" status while awaiting payment.

   

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9. When your customer clicks on the link that you have sent, they will see the below image with your shop name at the top and the details of the invoice that you are requesting.  From here they will be able to pay the amount shown as well as view the base details of their transaction.  If you included the invoice in your email, they will be able to view the PDF attachment from the email itself.  (NOTE:  The service fee notice will only be there if you choose to be on our RewardPay Program.  If you are not using the RewardPay Program that notice will not be on your hosted payment page and there will be no additional service fee added to credit card transactions)  Once paid they will be able to view the details of their completed transaction and send the receipt to the email of their choosing

   

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10. When you're ready to check for payments received, you can do it for an individual invoice if you're only checking for one payment as we went through above or you can check for multiple payments received by clicking either the "Show Remote Payments on open invoices" button on the service counter OR from the Customer menu dropdown choosing the "Remote Payments" option.  This bulk check is helpful if you have multiple outstanding remote payments at once and want to avoid going through every invoice individual to check for payment.  The 2 green "$$" show invoices that have previously been paid but have not been posted and the new payment that was just received is shown as a green "NEW" or "TODAY" if the payment was received directly from the invoice
    

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11. On the Service Counter you will notice a column labeled "Pmt" that should either show a red "WP" if you're waiting for payment or 2 green "$$" if a payment has been received.  This will make it easier to identify which invoices are ready to be posted and closed on your service counter                                                                                                                                                                                                                                                                

    

    
    
12. If you go into the invoice without having checked for payments previously and the payment has been received, a notification box will pop up on the top left corner notifying you that a payment has been received

    

    
    
13. Once you are ready to close the invoice you will choose the invoice from the service counter and if it's already in the completed status, choose "Close, Pay & Print"                                                                                                                                               

    

    
    
14. If you haven't already, from the payment screen you will apply the remote payment(s) to the invoice by choosing "Use Credits for Payment"                                                                                                                                                                                          

    

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15. Once the credit is applied and the remaining balance is $0.00 you may "Finish" and post the invoice.