Sending a Payment Request with Cleverifc
Updated 2 weeks ago
When your customer owes you additional funds after editing or creating an order, you can collect payment by sending a payment request with Cleverific. This article will show you how.
Send a Payment Request
You can send payment requests in Quick Mode and Advanced Mode or when you create a New order via Cleverific.
Steps
Create or edit an order as you normally would with Cleverific.
Click Save. When you save your order, Cleverific will check to see if there is an amount due on the order and present you with the following save options:
Send a Payment Request: This option will allow you to save your changes to this order and send out a payment request immediately after. Those notifications will also be sent out if you have other notifications enabled.
Save Order: This option only saves changes to your order without sending a payment request. If you have other notifications enabled, those notifications will still be sent out.
Note: Cleverific will only prompt you with these save options if an amount is due on the order. If a refund is due or if the edit results in an even exchange, then Cleverific will simply redirect you to your edited order page in Shopify.
Click Send Payment Request to continue and send a payment request.
On the next screen, you can customize the To email address, Subject, and Message that will be used for the emailed payment request invoice. Cleverific prefills these fields with information from your order, so you hopefully won't have to make any changes. All fields are required.
The Amount Due that is shown on this screen is the amount that the customer will be asked to pay in the payment request.
Finally, click Send Payment Request. This will submit your order for processing and send a payment request to your customer. Cleverific will automatically redirect you to the edited order page when processing has been completed.
Feel free to reach out at [email protected] if you have any questions!