You can email payment requests to your customers for outstanding quote or order balances. The customer will be sent a pre-configured email requesting payment with a link to view the quote/order and pay online.
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To email a payment request to a customer:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes or Business Hub > Orders.
- Click View to load the quote or order you want to send a payment request for.
You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.
- Click on Email Payment Request.
- Tick Attach Quote Pdf or Attach Order Pdf, if you want the customer to also receive a PDF of the quote or order.
- Enter a custom message. (Optional)
- Click okay.