Often, when completing compliance checks that the person processing the individual Cases either does not have the card, or isn’t authorised to make payments without permission. We are aware of this, and have created our “Payment Request” feature as one solution to this problem.
A Payment Request is where a User in the product can enter an email address instead of card details when paying for Cases. The recipient of this email will then be able to pay for the Case(s) without needing access to the system, and the applications will then progress to the next stage.
No action is needed for this change, you will just need to know how to make a payment request. Any Payment Managers or Agents in the product will be able to use this feature.
How do I make a Payment Request?
To make a Payment Request, select the Cases that need payment, then at the bottom of the screen, you can choose a payment type of “pay by card” or “send a payment request”. Select "send a payment request", enter the email address of the payee and click “request payment”.
The nominated person will then receive an email with the link to complete the payment.
Once they have done so, the Cases will move to the next stage, and any Outstanding Activities can be completed (for example, IDV of DBS applications). They will receive a payment confirmation, and the invoice will be processed as usual 1-2 business days later.
Want to stay up to date on our releases? Just keep an eye on the notification bar at the top right of the screen when you log in. We will keep you up to date with new releases and features as they happen.
Alternatively, bookmark this link here for up-to-date release notes.
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