This article is here to guide you through the process of collecting and securely storing your customers' payment methods in Notch, so you can enjoy a seamless billing experience.
After importing your previous invoices and customer profiles into your Notch dashboard, the next step is to add payment methods so we can start processing payments. There are several ways to achieve this:
- Send Notch payment links to your customers, it will collect and save the payment method securely in Notch while your customer is making payments,
- Invite your customers to use the Notch portal, where they can log in to add their payment information and view their bills.
- Enter the payment details to your Notch dashboard if you have them available.
- Migrate all the payment information from your merchant solution provider into Notch via an import.
Send Notch payment links to your customers
This is the most secure way to have your customers add their payment methods to Notch. Once the invoices are imported to your Notch dashboard, you can initiate a payment link, which will prompt the customer to input a payment method if one hasn't been provided and make the payment.
- On the "Customers" page, click on the open invoice you wish to charge
- Click the "Send Invoice" button in the top-right corner, and your customer will receive a Notch email that allows them to enter a payment method to complete the payment
- Alternatively, you can scroll down on the page to find the "Payment Link." You can copy this link and paste it into an email to send to your customer along with your messages, this link will direct them to a payment page.
All payment information is encrypted and safely stored in the Notch system. Your customers can also easily manage their bills and payment methods through their Notch portal. You also have full control over managing payment methods and processing payments directly from your Notch dashboard on behalf of your customers, as long as you've communicated with your customers.
Invite your customers to use the Notch portal
If your customers are also looking to streamline their operations and spend less time on accounts payable tasks, invite them to Notch! With their own Notch portal, your customers will be able to:
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View and manage their bills
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Add and update their own payment methods
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Make payments quickly and easily
We're here to support you every step of the way during this transition.
👉 Use this email template to introduce Notch to your customers and explain what they can expect
👉 For step-by-step instructions on how to invite your customers, check out this detailed guide
Manually enter the payment information
You can contact your customers directly to collect their credit card or bank details and enter the information into the Notch portal. Avoid using email to share sensitive information, such as credit card numbers.
Migrate the payment information to Notch
If you've stored all of your customers' payment information in your merchant solutions provider or accounting software, we can work to import the existing data into Notch. Once you start using Notch to collect payments or add new payment methods, this information can be synced back to your accounting software.
However, this method may take longer due to external communications and technical requirements.