Initiate Payment
Make sure to choose 'link to pay’ as the method within the payment screen on Instinct. Once you have filled out the remaining necessary fields > choose ‘initiate transaction’.
Sending Pay Link to Client
Once you have initiated the transaction, you will have the ability to copy the link for payment. This link can be sent to the client via Comm Log, Client Chat, or any other client communication tool you use.
Pending Transactions
Once the payment link has been sent to the clients, you will be able to see a pending transaction in the payment screen. If the link to pay transaction was initiated through the account tab, you will be able to see the pending transaction as well.
Paid Transactions
Once a pending Link-To-Pay transaction has been paid using the payment link, the transaction moves to the Payments section of the visit tab. 💪