Most Common Support Issues
The Invitation feature allows you to send an email to a client and “invite” them to set up their payment details for automatic collection. It differs from a Pay Now link/request in the following ways:
To use the Invite feature you must have gateways that are eligible for Pay Now. In the gateway definition (in the Pay Now settings) you need to have chosen any option other than “One-off Payments only.”
Next, you should preview your Email settings under “Edit Organisation.” This contains the default invitation settings (sender’s name, reply address and email text). You can edit this to your requirements as necessary.
You send invitations from the Search Contact screen. Beside each contact that is NOT already assigned to a gateway you will see an email icon.
When you click on the email icon you will see the Send Invitation screen. It will be pre-populated with the text from your Email settings.
Options on this page are:
When you click “Submit” the invitation will be sent to the contact. You will now see in the Search Contacts screen that an invitation has been sent.
The client will receive an email with the text you have sent and a link to the Invite page. It looks just like the the Pay Now screen, but with a few less options.
If you listed more than one gateway in the invite settings the contact will be able to choose one. If only one was set then that will be the only option they see.
Once the contact sucessfully completes the Invitation form you will receive an email notifying you that they have signed up (if you have that option set in the gateway settings). You should consider setting a special Branding Theme in Xero. From this point on uCollect will automatically initiate the collection of funds on the due date of the invoices for this contact.