Agent Setup - Payment
The Payment tab allows an Agent to set up their preferred payment method, as well as manage any other payment types.
To edit or delete any chosen payment method, click on either the Pencil icon (edit) or the Bin icon (delete) within the Action column. To add a new type of payment, click on the New Payment Type button.
A New Payment Type pop-up will appear which will contain a Payment Type drop down menu that will contain various different payment methods. Select Yes for the Active field, click Save and this will then create a new payment type saved to the CRM module.
The method of payment for the Payment Types are as followed:
Direct Debit – A Direct Debit form can be signed within the initial contract signed by a lead who is becoming a client and once the DD form is submitted to the bank the payment will automatically be taken when a client is billed.
Bank Transfer – Bank Details of the Agent will be included within the email sent when they have signed the contract and will require the client to pay this when billed.
Stripe – Once the API and Publishable Key have been entered along with the Client Fee, the client will be sent an email with a link that will direct them to a page where they can pay the fee via Stripe.
PayPal – Once the Marchant ID and Client Fee have been entered, the client will be sent an email with a link that will direct them to a page where they can pay the fee via PayPal.
GoCardless – Once the Access Token and Client Fee have been entered, the client will be sent an email with a link that will direct them to a page where they can pay the fee via GoCardless.
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