This article walks through how to generate a portal link that can be emailed directly to your customer so they can setup a payment method
Sending your customer a link to the payment portal
To make it simple for customers to set up their payment method with Cloud Depot RPS, you can easily send them a link to the customer portal.
Step 1 - From the Cloud Depot RPS Portal
Recurring Payments -> Customers | Customer
- Locate the customer then select View Customer Details
- Click the Quick View Dropdown (Click the Quick View arrow on right handside)
- Click the Copy to clipboard button
- Once you have copied the link, email it to your customer and kindly request them to set up their preferred payment method by selecting the 'Options' tab.
What your customer will see
Once your customer logs into the payment portal, they will be presented with three options: Unpaid, Paid, and Options. From the Options tab, they can easily add a credit card or set up a direct debit/ACH payment method (subject to gateway support).