What Customers See When Tradify Card Payments are Enabled

Topic

When Tradify Card Payments are enabled, you can start sending invoices from Tradify with the card payment option.

Instructions

1. Navigate to the Invoices Page.
2. Search for and select the Invoice you want to send with Card Payments.
3. Scroll down to the Payment Options section.
4. Ensure the Accept card payments on this invoice toggle is enabled.
5. Then Approve and send this Invoices to the customer via email and SMS if select, (See here for more info on this).

The Customer will then receive this invoice in their email inbox with the View and Pay Invoice button, as shown below:

After selecting to view, They will then see the full invoice and have the Pay Now button appear, see below:

This will bring up a Payment pop-up, the customer can then enter in their card details and hit Pay.
 

Once the customer has paid the invoice, they will receive an email receipt.

Additional Information

For more info on Tradify Card Payments, see here: Tradify Card Payments Overview