Step 1: Navigate to the client or Inquiry profile in the Lightning Step's software. This is one of the areas where you can request payment.
Step 2: Click on the Financial tab. Here, you're able to create invoices, payment plans, and statements.
Step 3: Repeat the same process from the Account profile if needed.
Step 4: Once you've created the invoice, payment plan, or statement, you'll have multiple ways to send that payment request to the client's portal. This allows for various methods to collect a payment.
Step 5: The client can then proceed to the Billing tab to view their outstanding invoices,
payment plans,
and statements.
Step 6: In each of these sections,
there's an option to make a payment.
Step 7: Fill out the necessary information to make the payment. Remember to check the Store Credit card information checkbox to save the payment method in the system for future payments.
Step 8: If no invoice or statements are on file yet, you can create a payment method directly from the client profile in the Financial tab.
Step 9: Click the
plus button to create a payment method. Fill out the information and click Save. This creates a payment method for future use.
Step 10: The final place to create a payment method is from the Consent tab on the Client Inquiry Profile. Here, you can create an authorization to charge consent.
Step 11: Fill out the payment details and click Save. This information can be used for future payments.
In conclusion, Lightning Step's integrated processor makes the payment process faster and more efficient for both you and your clients. It offers multiple request points, collection routes, unified storage, and seamless payments.
