Once the RFP is created and sent, the customer will receive an email or text message similar to the screenshots below.
The customer will click the link and be taken to the Cloud Payment Portal for their Request for Payment. If fees are active, the Fee Terms box will appear, and the customer is required to check it. The customer will click Next.
The next screen allows the customer to enter the credit card information. If Debit Card Recognition is active, it will recognize if the card is a credit or debit card.
On the third screen, customers will see the signature screen (if this option is turned on). After signing, the customer will click Next.
The customer will then verify the information and click the Click to Verify button.
Next, the customer will Check Out by clicking the button.
Once the payment is approved, the Authorization Results screen will appear.
The customer will be emailed a receipt.