In order to offer your customers the ability to pay directly from your Funding Gates reminder emails, you must set up your payments feature. Follow these simple steps to get set up:
- Log in to Funding Gates (you must be the Admin user)
- Click on the gear wheel on the top right corner
- Click on Company Info> Bank Account
- Fill out your bank account details on this page. You do not need any merchant accounts, gateways or lengthy applications.
That's it! Your customers will now see an option to click "Pay" directly from the invoice reminder emails. You'll receive an email notification for any payments that are made through the Funding Gates payment feature.
For more information see: