DM Pay - Getting Started

DMPay - Getting Started

DMPay has been created so you can email invoices, statements, contracts, or other documents that include a clickable URL link for your customers to make online payments.

                                 

                                                           

To use DMPay to its full potential, someone from our support team will gather information about your current work flow.

We will ask you which documents you want this link to be included. Using DMPay will not require you to change the way you do business with your customers; however it is based on emailing documents to your customers.

Our AR statement program has been designed to email directly out of DockMaster.  And now, with DMPay, the Click to Pay link can be embedded on your statement.

Any documents containing the Click to pay link emailed to your customers  will allow them to make an online payment directly from their email.

                                        

The DMPay Click to Pay link can only be embedded on documents created with a PDF layout.

After you have decided which documents will be modified to include the clickable link, our support team will make the modifications. If any of the documents to be modified are not in a PDF layout, a new form will need to be created and may require an additional one-time fee.

After your documents are modified, the link will be included every time the document is printed.

Before your customers can begin making payments online, their customer file in DockMaster must be set up properly.  The customer file must include a zip code, email address and the parameter to receive emails checked. Additionally, an AR Send Statement parameter must be checked.

                                     

                                               

The customer’s zip code is required because this will be their password to log into the payment portal. When your customer clicks on the link from their invoice or statement, a browser will open on their device, which could be a PC, phone, or tablet, to a log in screen requesting a password.  Your customer will enter their zip code then the form will open displaying all of their open invoices.

You will need to decide how you will let your customers know that they can make payments to you online.

A simple email announcing that you are now accepting online payments could be considered.  There is no registration or sign up for your customers. They just need to know that when they receive their invoices or statements from you,  there will be a link they can click to pay.  Let them know that their zip code is their password.  There is no administrative maintenance on your part or your customers for managing passwords or logins.

The link to pay on the invoices and statements never expires. In fact, your customer can bookmark any link he receives, and the same payment portal login will open.  Depending on the type of document, the link will appear different.

Here are a few samples from the AR Statement, a work order invoice, and a boat sale deposit request.

                                      

After payment has been made, a payment notification will be emailed to you and your customer.

 

Simultaneously, a cash receipts batch is automatically created in DockMaster. The DMPay configuration can be set to auto-post the batch or stay open for further review, then posted at your convenience.

                                          

Once the batch is posted, the customer’s ledger and the online payment portal will reflect the payment.

DMPay cash receipt batches will display on the Post cash to GL form along with other types payment and can be posted in the same manner.