PaySmart | Payment Options

Payment Options

PaySmart = Smart Payment Options

With PaySmart you have the flexibility to decide how you want to allow your clients to pay online. There are three options.

1.ACH Only - this is where the client enters their checking or savings account number online

2.Credit Card (CC) Only - this is where the client enters their credit card number online

3.Allow the Client To Decide

Important Considerations about Payment Options

1. With PaySmart you can apply one payment option to some clients and other payment options to other clients.

2.You might consider experimenting with the various payment options and determine which one works best for your firm.

3.You might consider asking your clients which payment method they would prefer and setting them up for that payment method in the Address Book.



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