Navigate to Payment Settings
In ServTrackr, go to the "Payments" section – it's usually located in the main navigation menu.
Click Create Payment Link
You'll find a button labeled "Create Payment Link" or something similar. Click this button.
Select Payment Method
A dropdown menu will appear. Choose the payment method you want to associate with the link – likely "Credit Card" or "PayPal."
Enter Payment Details
Carefully enter the required payment details (Card Number, Expiration Date, CVV) for the selected payment method. Double-check these details for accuracy!
Customize the Link
This is where you personalize the link. You'll need to add a short, memorable message. For example: "Thank you for your payment! Invoice # [Invoice Number]"
Set the Payment Deadline
Set a deadline for payment. This helps ensure timely payments.
Save the Link
Click "Save" or "Generate" to create the payment link. You'll receive a unique link that you can share with your clients.
Best Practices
- Test Thoroughly: Before sending any links, send them to yourself (or a colleague) to verify they work correctly and display the correct information.
- Clear Instructions: Provide clear instructions to your clients on how to use the link. Include a brief explanation of the payment process.
- Secure Links: Ensure the link is secure – ideally, use a secure link generation method.
- Regular Review: Periodically review your payment link templates and ensure they remain up-to-date with current billing requirements.
- Scheduled Notifications: Configure ServTrackr to send scheduled email notifications to clients when a payment link is generated. This helps prevent missed payments.
Common Issues & Troubleshooting
- Link Not Working: The most common issue is a technical glitch. Try refreshing the page or clearing your browser's cache. If the problem persists, contact ServTrackr support.
- Incorrect Payment Details: Double-check the payment details entered in the "Payment Details" section. A single typo can cause problems.
- Link Expired: If a payment link expires, clients will need to re-submit their payment. Make sure to update the link immediately.
- Client Issues: If a client has problems with the payment link, they should contact your billing department for assistance. ServTrackr provides a central point of contact.
- Link Format: Ensure the link format is correct – it should be a URL that opens in a web browser.