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How to request a payment using Text to Pay

Posted: Mon Apr 05, 2021 10:11 am
by M1EnterpriseTech
How To Request an AR Payment using Text-to-Pay:

1) Go to Accounting module on the home ribbon

2) Select the Receivable Tab

3) Search for the account you'd like to take payment on

4) Click Make a Payment

5) From the drop down select Request a Payment

6) Enter Amount you'd like to request

7) Send

8) Click Ok

9) Once payment is made you'll see a notification within your SMS

10) The payment is automatically recorded and applied to the account balance

There will be a video available soon on 360 payments website