If you have a Merchant Processing Account setup through Jituzu, you will now be to email and an Invoice to a Client and allow them to pay their balance online by Credit Card (without a Client Portal Account).
When a Client makes a Payment anonymously, you'll receive an Inbox message, the payment will show in the Client Transactions, and the payment will be applied to the corresponding Session(s) in My Clients Plus.
NOTE: No credit card information is stored through this payment option, and once paid, the Client will not be able to access the payment prompt for the Invoice again.
PERMISSION REQUIRED:
- A Merchant Processing Account setup with Jituzu.
- Client must have an email address on file.
- Client must have a Balance Due in My Clients Plus.
Jump to Section:
Send Client Invoice via Email
- Click Clients button at the top of the system.
- Select the Client by clicking on the blue last name.
- Click Send Invoice Emails at top of Clients Contact Information screen.
NOTE: This button will NOT appear if the Client does not have an email address on file. Add the Client email under the Contact tab, save Client and the button will appear.
- Select Invoices to send Client.
- Click the blue Send button.
- Click Close when done.
Client Invoice Email Example
The Client will receive an email from no-reply@jituzu.com with a link for the Invoice.
NOTE: The email will state the name of the Practice.
- Client will click on Invoice link in email. A special anonymous Payment screen displays.
- Client will enter card number, expiration date, name, and address.
- Client will click Send Payment button.
- Once the Payment is successful, they will see a screen letting them know the transaction succeeded.
