Minimum Version Required: 22.11
Pre-Conditions
Must have the Encompass Mobile App.
The customer must have the PayLink integration.
The Payment Type Push Pay needs to be on the Term.
Steps
New mobile item Request paylink Payment
1. From the Home Page on Encompass Mobile select the Customers button
2. On the Customers page type in the name of the customer or select the customer
3. On the Customer Dashboard look for the Mobile Item called "Request paylink Payment"
4. In the Generate paylink Payment Request screen select the invoices to pay
5. After selecting invoices to pay choose from the three options:
Generate a QR Code
Email link to pay
Text link to pay
6. When emailing or texting a link it will show the AR Account Users information or you can add a user
7. Then send the link to pay where users can click the link to be directed to dsdlink Guest Payment Dashboard or the InvoicesDashboard
8. When generating a QR Code, a QR Code will display on the device that the customer scans to direct them to dsdlink to pay
Best Practices
Add the retailer that pays for the account to the Users Table. Then add the User to the AR Account. This will save their contact information so there is no manually entering phone numbers and emails.