Pay by Card is a product that allows clients to easily and securely pay their invoices via Tranch using a credit card.
Pay by Card 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 by Card is included, it will appear as a payment type for the client.
Selecting Pay by Card as an option when sending an invoice will enable Pay by Card 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 by Card is enabled, the client can choose to pay their invoice using a card.
Self-serve payment type selections for clients
Regardless of the pathway taken to Pay by Card, the information required from the client will remain the same. An example card detail input screen is below.
Once valid card details are entered and the client submits payment, both you (the partner) and the client will receive a receipt for the transaction.
Saved Cards
Clients can input card details to make a payment and are given the option to save the card for future use. This removes the need to repeatedly input details and reduces time to complete transactions.
