Join our webinar on Tuesday February 20 at 12:00PM EST with John McLeod (CPA), as he discusses how Credit Professionals not only have the power to leap into digital platforms, but can also drive immense impact within their organization by doing so.
In the digital world, B2B transactions are constantly changing. The manner in which transactions are initiated and conducted have to improve as the pace of business moves faster every day.
If you need to request funds, you can do so within PayPort under the “Transactions” tab. See below to follow step-by-step instructions.
Under the Transactions tab click the “Request Money” option.
Enter the following information in the fields provided:
a. Amount of money requested e.g. $1.23
b. Email address of the individual from whom the funds are being requested
c. Choose the fund source that the funds will be deposited into
Note: all three fields are mandatory to complete the transaction
You also have the option to add a message, if needed to provide additional information along with the transaction request. There are three options:
a. Attach a PDF invoice
b. Add a link to a URL for the recipient to view
c. Add a reference number e.g. PO#
Once the transaction has been completed, click the “Next: Confirm Transaction” button
Review the details of the transaction in the summary page shown. From the review page you can confirm the request, click the “Preview email” link to review the request email that will be received by your transaction partner, or you can also click the “Go Back” link to edit the request if it needs to be changed. When you are ready to confirm the request click the “Send Request Now” button.
Once you’ve confirmed the request, you will be redirected to a confirmation page with the transaction details. On this page you will have the option to cancel the transaction with the “Cancel Transaction” button.
Do you like the sound of getting get paid faster and improving customer satisfaction? If so, you’re ready for accounts receivable automation.
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