How to Send a Payment Link to Customers via Conversations
Introduction 0:02
Presenter: Gary from the Training Department of HomeSource Systems.
Purpose: To demonstrate how to send a payment link to customers through Conversations.
2. Sending a Message to the Customer 0:12
Start by sending a message to the customer with their sales order for review.
Confirm that the customer has received the order and approved it.
3. Requesting Payment via Text 0:21
The customer requests a text to make a payment.
Use the quick action menu to facilitate this process.
4. Using the Quick Action Menu 0:42
Access the quick action menu.
Select the option 'Send for Payment'.
5. Selecting Payment Amount 1:09
The system will automatically suggest the last order amount.
Option to change the amount to a deposit if needed.
6. Reviewing Payment Details 1:27
The customer will receive a link to review their order.
They can proceed to the payment process using their credit card.
7. Confirming Payment Process 1:40
Emphasize the ease of communication and payment through Conversations.
Once the customer completes the payment, it will be applied to their sales order.
8. Important Note on System Setup 1:54
Ensure your store is set up with HomeSource Pay, the integrated credit card system.
Check with your owner or manager if you are unsure about the program.
9. Conclusion 2:07
Thank the viewers for their attention.
Encourage them to use this process to streamline customer payments.