How to Use FloPay as a Payment Method

Created by Corey Nolan, Modified on Mon, Jul 21 at 2:14 PM by Nikki Taylor

** FloPay is a third party feature that has been integrated for use inside of Inline CRM. To use FloPay in your system, you must have an account with or setup a new account with FloPay. Please contact our Support team for information if you are interested in using this feature **

FloPay is a feature used to send a payment link to a customer via text or email. This clickable link allows the customer to enter their payment information and complete their purchase. You can add this as a Payment Source either during a live quote or from a previously saved quote. Follow these steps to utilize the FloPay feature.

1. Using the icon, locate the contact

2. Click or to add an asset

3. Click the icon to create a New Quote

4. Select the preferred plan, options and cost
5. Enter the down payment amount to be processed (if splitting payments, see page
5 regarding Sending Multiple Payment Links)

6. In the down payment section, click the Drop-Down menu to Add a Payment Method

7. Under the Method Source drop-down, Select Payment Link

8. Select the method in which to send the payment link, Email or Text Message > Enter the email
or phone number

9. Click the icon

10. Click the Payment Link from the list on the left (Under Payment Methods) > Click Close

11. Once you click the icon, the payment link will be sent to the customer via the method you
selected. (The contract will validate but will stay in Pending Payment status until the payment
has been processed on the customer’s end)

12. The customer will need to go to their email or text and click the link provided to enter their
payment information. The below images show how the email will appear to the customer.

12. Here is how the text will appear to the customer;

14. The customer will get a notification email/text once the payment has been processed showing if it was Approved or Declined. You can also set up a Notification email to be sent to a someone in your organization to confirm whether the payment was approved or declined
15. Once the customer has completed the transaction (or at anytime), the user can click the Refresh icon located under the payments tab to check the status of the payment. Once approved, the status of the contract will change from Pending Payment to Active. If the payment is declined, see below to send a new link.

Resending Links- Payment links are associated with a sold policy. For situations where a link needs to be re-sent to the customer, follow the steps below.

1. a) In the Payments tab, click the Pencil icon to Edit Payment
1. b) Confirm the Method Type is Payment link > Confirm the Payment Amount
1. c) Click Save & Authorize
Sending a New Payment Link – To send a new payment link, click the + icon in the image above and follow steps b-c.

*Examples for when a new payment link needs to be sent

I. Declined Payment- If the payment is declined, you must click the “Refresh” icon located under the Payments tab (not on the web browser, see image below). The payment status will be updated to “declined”. You will then need to send a new payment link to the customer.

II. Expired Link- The payment link expiration is set in the FloPay Portal and has a default expiration time of 24 hours. If the customer does not click the link during that time, the link will expire, and a new one must be sent.

III. Policy Cancelled/Reversed- If the policy is cancelled or reversed prior to the customer completing the down payment the payment link will be deactivated and the customer will receive a notification that the link was deactivated. This email will be sent to the email originally set up on the Contact, which may be different than the email the link was sent to.

*This is the message the customer will receive if they try to click on or use a link that is no longer valid. If they receive this message, a new payment link must be generated.

Sending Multiple Links- You can send multiple payment links to a customer in a live quote or previously saved quote. This would be necessary if you needed to split the down payment. To send multiple links;

a. Follow steps #4 through #10- (Enter the first half of the split down payment amount)
In the example below, the total down payment is $925.00. The first transaction of $645.86 is
saved to the transaction line, the remaining down payment amount is $279.14.

b. Confirm the remaining split down payment amount is correct > Click the icon. A second transaction
for the remaining $279.14 will be added to the transaction line.

c. Once you click the icon, the payment links will be sent to the customer via the method
you selected. (The contract will validate but will stay in Pending Payment status until the
payment has been processed on the customer’s end)

*Other important Notes

i. You can track links sent to each customer in the FloPay Portal.
ii. The Payment Link payment method cannot be scheduled as a postdated payment.