Quick Pay in Customers
You need to collect a payment from one of your regular customers and they tell you, "just charge my card on file."
We've got you covered!
The new Quick Pay button in the Customers module uses the same simple Take Payment form you love and saves precious time by populating all your customer's saved information. Now you can really process payments in just a few clicks.
Additional fields for payment pages
If you just need to collect payments and don't want to create projects or send invoices, our Payment Page is a great solution that lets customers securely send payments whenever it is most convenient for them. No need to coordinate a time to take payment information over the phone or wait for a check in the mail.
Now, our payment page is even better than ever because we've added two new optional fields so you can customize your page to gather all the information you need from your customers!
Do you invoice outside of Project 2 Payment? Make bookkeeping easier by adding the new Invoice Number field to your form. Once enabled, you can decide whether it is optional or required to submit payment.
We've also added an optional Notes field so customers can add comments or include additional information about the payment. If there is information you need to allocate payments and there isn't a field for it on your form, you can direct your customers to enter in the Notes field when you send them the link and then be sure to mark the field as required to submit payment.
Collecting payments has never been easier!