Pay Now is a product that allows clients to easily pay invoices or statements of account using ACH and Real-Time payments.
Pay Now can be accessed by clients in several ways, outlined below:
Send Invoice
When sending an invoice directly to a client using Tranch’s Send Invoice feature, your team has the ability to select payment options available to the client for paying that invoice. If Pay Now is included, it will appear as a payment type for the client.
Selecting Pay Now as an option when sending an invoice will enable Pay Now for the client
Portal/Payment Page
When accessing Tranch via a self-serve Portal or Payment Page, clients will have the ability to select from available payment types. If Pay Now is enabled, the client can choose to pay their invoice using ACH or Real-Time payments.
Self-serve payment type selections for clients
In order to complete a Pay Now payment, clients will need to either connect a bank account via our secure banking partner Plaid, or input their banking details manually.
Tranch connects bank accounts through our secure payment connection partner Plaid, an easy and secure way to connect banking without requiring the manual input of bank account information. You can learn more about Plaid by visiting their website here.
To initiate a Plaid connection, clients can select ‘Authenticated Payment’ from the toggle and when ready, click ‘Connect New Bank’ to open the Plaid connection module.
The Plaid connection module will allow clients to search for their banking provider and securely connect and verify their account in-platform.