Instructions on how to generate payment links for Comprehensive Will Generation and Corporate Trustee Services
- You can initiate the payment process from two different locations within the platform:
Option A: Via Manage Customers Page
Navigate to the Manage Customers page from your dashboard. Locate the specific client in your list. Under the Payment Link column, click the Generate button.
Option B: Via Client Profile
Open the specific Client Profile. Scroll down to the Subscriptions section. Click the red Purchase button.
- Once the interface opens, follow these steps to set up the request:
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Select Product: Choose either Comprehensive Will or Corporate Trustee Services.
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Choose Payment Method:
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Token Redemption: Select this if you wish to redeem available tokens for a free will.
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Payment by Client: Select this if the client is paying for the service directly.
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Advisory Fee (Optional): If you are using token redemption, and wish to charge for your consultation services, you may opt to collect an Advisory Fee here.
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If you have selected Payment by Client, review the details and click Proceed.
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The system will generate a unique Payment Link.
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Copy and Send: Share this link with your client via your preferred communication channel.
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Once the client receives the link, they will be able to view the payment gateway where they can select their preferred payment method (Credit/Debit Card, FPX, GrabPay, GooglePay)
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Confirmation: Once payment is successful, the service will be activated for the client's account.
Note: If you used Token Redemption, no payment link is required; the service will be unlocked immediately upon confirmation.