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Minor Versionm

by Dylan Berichon

  1. Within the Estimate or RO, click on the SMS icon.
    • Within the Estimate or RO, click on the SMS icon.

  2. Type in whatever message you want to send to the customer to alert them that they can pay.  In this example, "Click here to pay" has been added.
    • Type in whatever message you want to send to the customer to alert them that they can pay. In this example, "Click here to pay" has been added.

    • To speed this process up, canned SMS messages can be added to the drop down list so users won't have to type a message manually each time. Click here to learn more.

  3. Click on "Invite to Pay"
    • Click on "Invite to Pay"

  4. Type in the amount you want the customer to pay.
    • Type in the amount you want the customer to pay.

    • Any amount can be entered. It can be a partial payment (deposit) or a full payment.

    • Click on "Insert into SMS".

  5. Click "Send" to send the message to the customer.
    • Click "Send" to send the message to the customer.

  6. Once the customer clicks on the link on their mobile device, they will be asked to pay.  This is what they will see. The customer will be prompted to enter their Credit Card information. Once the customer pays, they will see the confirmation.  Your shop will also receive a notification via SMS.
    • Once the customer clicks on the link on their mobile device, they will be asked to pay. This is what they will see.

    • The customer will be prompted to enter their Credit Card information.

    • Once the customer pays, they will see the confirmation. Your shop will also receive a notification via SMS.

  7. Once a customer responds, you will be alerted.  View all SMS conversations including unread messages by clicking on this Alerts icon.
    • Once a customer responds, you will be alerted. View all SMS conversations including unread messages by clicking on this Alerts icon.

  8. This is the message as the Customer will see it.
    • This is the message as the Customer will see it.

    • Once the customer pays, Omnique will send a confirmation message.

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Dylan Berichon

Member since: 02/10/2020

6 Guides authored

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