Request Payment Through the Customer Web Portal (My Flooring Link)

This article will cover how your customers can apply their own payments using the Customer Web Portal: My Flooring Link. This link can be sent to your customer through CRM or directly from RFMS Mobile.

Video Tutorial

How To:

1. Open an order in RFMS Mobile

2. Tap to open the My Flooring Link customization screen

 Note: Options will depend on settings in RFMS Online Services under Branding and Legal. If these report options are enabled you may not be able to change any options.

3. Makes sure that the box is checked for Request Payment

4. Tap Share at the top right of the screen and select a method to send the link

  Note: The options to send by Text will only be available if the order is associated with a CRM Opportunity.

Share Options

Include Identifying Information	Choose to include your company name, phone number, and your name at the beginning of the message.
Message	Enter a personalized message to the client you are sending this to.
Minimum Payment Setting	Note: Minimum payment options are only available if the Show Payments option is selected before selecting Share. Default: The minimum amount that can be paid will be whatever is the default setting for your store. Minimum Percent: Set a custom percentage for a minimum payment. Minimum Amount: Enter a specific amount for the minimum payment.
Send Method	Email this order or copy a URL If choosing to send via email, you can select whether to do so through your browser, or the the email client linked with RFMS.
Email Address	Enter the email address that this is being sent from.
Expiration	Optionally include a date at which access to this order, as is, will be revoked.

5. After the customer completes payment process RFMS will receive post payment

What the Customer Sees:

1. Opens link sent by you

2. Tap/Click Pay or Approve and Pay button

3. Enter payment amount. Approval and signature are collected here if requested. The customer can also add comments. Select Pay Now to enter payment details.

4. Enter credit card details, postal code and billing address. Select Pay to complete transaction.

5. Proof of payment will be shown on a document that the customer can save.

  Tip: Any payments already made will be listed for the customer to see