Hello, Is there a way to send a link via email to take a client to a secured way to send payment? I know of the update credit card send but didn’t think that was PCI and/or SSL complient.
Thanks,
David
From an order record you can click “Send invoice” at the bottom of the page, this would allow you to send an invoice (that they can pay).
@Greg_Jenkins, is this only available if Infusionsoft Payments is the processor or will it work regardless of the merchant selected in their app?
Good question. I think it’s available for everyone, but @James_Mefford or someone could probably verify for us.
This feature is not exclusive to Infusionsoft Payments. It works off of your default merch.
Thanks so much for confirming that, @James_Mefford! Always wondered about that.