This article will provide more details about setting up Welcome Emails for your payors, along with detailed Setup Instructions.
Customer Portal
Our Customer Portal is a game-changer that makes bill management a breeze for your customers! This fantastic feature allows customers to make multiple payments at once, no fuss, and you can tailor this service for individual customers via their notification settings. Here's how it works:
1. Quick action - Send invitation to your customers
Inviting Customers:
You can invite your customers to the portal, especially those who don't have existing accounts with Notch. The invitation comes in the form of an email. It's like rolling out a digital red carpet!
After invoices are synced to the dashboard and your customers are imported, you may send welcome emails to your customers and inviting them to create an account with Notch in a single button:
Customer → Notifications → Send Email
2. You will see a confirmation that the invitations have been sent
2. Send invitation to individual customers
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Go to the "Customers" tab → Select customers to send an invite to → Action bar appears at the bottom to send the invite
2. You will see a confirmation that the invitations have been sent
What your customers will see:
Once customers receive the invitation, they're directed to a registration page. All they need to do is set a password, and voila - they gain access to a centralized hub where they can view and settle all their bills. It's like having a personal accountant at their fingertips!
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Customer receives the welcome email
2. Customer selects “Log in to your free account”
3. The customer will be directed to a landing page to sign up for a Notch account.
4. Customer confirms details and creates password
5. Customer selects “continue” to create account
6. Customer enters email address and newly created password → Sign in
7. Customer sees portal and is prompted with payment method modal to enter credit card or bank details
8. Customer follows payment onboarding:
Bank account
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Customer selects “Setup Canadian Bank Account” → Configure
2. Customer selects reads terms and selects “Agree”
3. Customer authenticates with banking institution
4. Customer confirms Pre-authorized debit agreement → Agree
5. Customer is brought back to main bills page
Credit card
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Customer selects “Setup a Credit Card”
2. Customer sees credit card details modal
3. Customer adds credit card details → Save
4. Customer is brought back to main bills page
With our service, your customers can access and pay all their bills with ease.
