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HOW TO PROCESS REAL TIME PAYMENT OR SET UP AN AUTO PAYMENT

Authored by Colleen Cruz
[vc_column_text]To understand the steps on how to secure real time payment or auto payments for clients, and coordinating with the accounts team. [/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”Steps” google_fonts=”font_family:Cabin%3Aregular%2Citalic%2C500%2C500italic%2C600%2C600italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text]

  1. Get the card details from a client 
  2. Save the card details in Zoho CRM 
  3. Send client the auto payment card authorization form via Zoho sign
  4. Ask the accounts team to process real-time payment or set up auto-pay
  5. Get receipt or confirmation and provide to a client
  6. Remind the client of future payment details

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”Workflow Diagram” google_fonts=”font_family:Cabin%3Aregular%2Citalic%2C500%2C500italic%2C600%2C600italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal”][vc_single_image image=”3399″ img_size=”Large”][/vc_column][/vc_row][vc_row][vc_column][vc_btn title=”Q U I Z ?” color=”orange” size=”lg” align=”center” link=”url:https%3A%2F%2Fdocs.google.com%2Fforms%2Fd%2F1WPDmJGCwvwMGdcab_bsI9fS9fCJ96ieATMQP_TElXN0%2Fedit%3Fusp%3Dsharing|||”][/vc_column][/vc_row]