In a significant update to its mobile payment system, HighLevel has introduced a feature that allows users to enable direct payments within estimates. This enhancement streamlines the payment process, making it easier for customers to complete transactions directly after accepting an estimate. The new feature is available on HighLevel, LeadConnector, and Whitelabelled apps, providing a seamless experience for both service providers and their clients.
Key Takeaways
- Direct payments can now be enabled within estimates.
- Customers are redirected to the invoice page upon accepting an estimate.
- The feature is accessible on HighLevel, LeadConnector, and Whitelabelled apps.
Introduction of Direct Payments
HighLevel’s latest update marks a pivotal moment in mobile payment solutions. By integrating direct payments into the estimate process, businesses can enhance their efficiency and improve customer satisfaction. This feature allows subaccount admins and users to set up payment options before sending estimates, ensuring a smoother transaction flow.
How to Use the New Feature
To utilize the direct payment option, follow these steps:
- Open the mobile app with your preferred subaccount.
- Navigate to the Estimates section using the left-hand navigation drawer.
- Create a new estimate or edit an existing draft.
- Fill out all necessary details, including:
- Estimate name
- Estimate number
- Issue date
- Expiry date
- Contact information
- List of items
- On the review page, scroll to the bottom and toggle "Enable Direct Payments" on.
- Send the estimate to your customer via email, SMS, or both.
Once the customer accepts the estimate, they will be automatically redirected to the invoice page, where they can complete their payment online. This feature not only simplifies the payment process but also reduces the chances of payment delays.
Handling Payment Issues
In the event that a payment fails, users can easily manage the situation by navigating to the Invoices section. Here’s how:
- Locate the invoice tile related to the failed payment.
- Options available include:
- Resending the invoice
- Recording payment offline using various methods such as tap to pay, cash, or card.
- Manually entering payment details by left-swiping or long-pressing on the invoice card and selecting "Record Payment."
Conclusion
The introduction of direct payments within estimates is a game-changer for businesses using HighLevel’s mobile payment solutions. By simplifying the payment process and enhancing customer experience, this feature is set to revolutionize how transactions are handled in the service industry. As businesses continue to adapt to the digital landscape, such innovations will play a crucial role in maintaining competitive advantage and ensuring customer satisfaction.
