Minimum Version Required: 22.11
Pre-Conditions
This feature requires an active internet connection to work and the latest version of Encompass Mobile from the App store or Encompass Mobile for Android 22.11.001 or higher.
There must be an integration with paylink.
The AR Account Credit Term must have the paylink Payment Types for ACH, CC or Remote Check.
Steps
The Scan to Pay on dsdlink QR code can be accessed from various places in the system
1) Mobile printed invoices
The QR code will automatically print on invoices if the term on the invoice(s) has paylink payment types associated with it.
The paylink QR Code Header Widget added to the Invoices Template to include a QR Code for a user to scan and pay their open invoices
2) Server-printed invoices and statements
The paylink QR Code can be added to the Statement Template
The paylink QR Code Header Widget added to the Statement Template to include a QR Code for a user to scan and pay their open invoices
3) The paylink Payment Request mobile item on Encompass Mobile
The new ability on Encompass Mobile to allow a user to scan a QR code will be directed to the Guest Payment dashboard to pay invoices via ACH and/or card based on distributor setup.
1. On the Home Page select the Customer Dashboard
2. Type in the Customer Name or Select the Customer
3. The Mobile Item Send PayLink Payment Request.
4. Select the invoices that the Customer would like to Pay
5. From the 3 options, select Generate QR Code
Best Practices
The QR Code can be added or removed from the Invoice Template or Statement Template.
The QR Code directs the user to the Guest Payment Dashboard for Payment
When emailing or texting a link to pay an existing customer user can be selected or a new one can be added.