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Home > POS Integrations > WorkshopPay User Guide
WorkshopPay User Guide
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This is a guide on the features of WorkshopPay and how to use them. If you are needing to activate your WorkshopPay integration, please refer to this guide:

 

https://support.workshopsoftware.com/kb/article/635-how-to-activate-workshoppay/

 

WorkshopPay allows you to request payment for an Account type invoice, this can be done via SMS or email.

 

SMS Payment Request

1. On a processed invoice, select the action button (star).

 

2. Select SMS Payment Request.

3. Enter a valid mobile number. If a mobile number is saved in the customer's profile this will automatically be filled in.

 

 

4. Select Send.

5. Your customer will receive an SMS with a link - it will show customer details, the option to ‘View Invoice’ and ‘Make Payment’.

 

Email Payment Request

1. On the customer invoice select the Print/Email arrow (next to the action button).

2. Select Email - Invoice.

 

 

3. Enter a valid email address. If an email address is saved in the customer's profile this will automatically be filled in.

4. Set the ‘Request Payment’ toggle to YES.

 

 

5. Select Send.

6. Your customer will receive an email with a link - it will show customer details and the option to ‘View Invoice’ and ‘Make Payment’.

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