What do I have to do to get a payment button, and the ability to add a card via admin site?
We use a call center for customers to call when they don’t want to use the client portal. Other billing software would allow us to add the customers cards, setup autopay, etc from the admin portal. Our customers are getting really mad that we can no longer do these things while over the phone and we are not getting paid.
I have to have to be able to add credit cards and charge the cards from the admin portal.
I mainly need to be able to add credit card info via admin. Customers often call us to add credit card to auto-pay or make a one-time payment with a credit card. These customers do not use the customer portal.
At this moment, I have a 2 page instructions on looking up customer portal password, logging in as customer, adding payment, charging, removing payment, etc. just for a 1 time payment. This is not a practical way for a CSR to take a payment. Not to mention the security risks of looking up the customers password. But I have no other way.
Has this been added as a feature now? We are looking to move from our existing billing system to Splynx and this ability to add credit cards from the admin login will be important.