In this article we will cover:
Why would I request a payment through an engage request?
Including a payment request as part of your client onboarding workflow can improve staff flexibility and client experience in a number of ways:
Upfront payments are always captured as part of the onboarding experience without your firm's staff having to remember to do it
Firms can define whether the payment is a fixed amount for each workflow or custom amount entered by the workflow's creator
Clients can do this at the same time as completing other onboarding steps in a logical way
Steps to adding a pay request to an engage request
1. To get started navigate to your workflows;
2. You can edit an existing workflow and add a payment step, or you can create a brand new workflow. Simply add a step and select the payment request option.
3. Once you have added the Payment step to a workflow and you will be asked to set the following information:
Step name - You can name this to match your existing requests for upfront payments
Description - Add any essential information for your client as to why they are required to make a payment
Set payment amount to be paid by the individual or leave this to be set at the point of flow creation if the amount paid by onboarding clients varies.
The bank account to receive the payment. Only applicable if you have more than one connected bank account
4. When sending an Engage request your team will see this as a step in the overview when they select the workflow to send to the client.
5. The payment step then appears in the workflow your client completes in a seamless way together with any other steps included.
6. You will see the payment as part of the completed Engage request
For further assistance, please contact us at [email protected].