Membership Payment Method Update

jpaterson
New Contributor

Hello,

I am trying to figure out how to send a link to the customer to add a payment to a membership.  Both initially and a way to update an expired or closed account payment method.   Does anyone know if this is a possibility?

2 REPLIES 2

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @jpaterson -- you can add the online payment link to your email statements and this will allow your customers can pay their invoice online. Go to the settings toggle>Search Invoicing>Email>then click on the "Statement" tab> from there you can add "Online payment link"

Hope this helps!

Sheena @ NiFT

IT WILL ONLY COLLECT ONE TIME PAYMENT AND NOT STORE INFO FOR RECURRING PAYMENTS -- SO CAN WE WORD ON A ROLL OUT THAT WILL AUTOMATICALLY SEND CUSTOMER A EMAIL TO UPDATE CARD WHEN IT EXPIRES