Payment Link Process

This document provides a step-by-step process for using the Payment Link feature provided by Insurtech. It outlines how to navigate to an account, manage invoices, adjust surcharges, and handle payment options effectively.

Step 1

After installing the Chrome extension, navigate to an account by locating it and ensuring the left side appears as shown. You will notice a new link labeled "Payment Link," provided by Insurtech. Click on the "Payment Link" to display the account information in a pop-up.

Step 2

Once loaded, you will see all available invoices for this account. Select which invoices you wish to send a payment link for.

Step 3

In this scenario, select both invoices. Two options will be available to you.

Step 4

One option allows you to copy the payment link for the selected invoices, and the other is to email the payment link. The email will open a new email page that you can copy and paste to your client. Also, be aware of the surcharges. By default, the customer will be charged a surcharge of 3.25%.

Step 5

If you need to adjust the surcharge for a customer, you can change it from 3.25% to another value, such as 2%, and click "Check."

Step 6

Ensure the surcharge adjustment is also applied to this invoice.

Step 7

Apply the two percent surcharge and decide whether to allow partial payment for this invoice. By default, partial payments are not allowed.

Step 8

Proceed to copy the link, which will direct you to the payment page.