Q: Can my clients make a payment directly from the Website Widget?
A: Yes, a Make a Payment button can be placed on the Website Widget by doing the following:
Online Presence > Website Widgets > Client Portal Widget > Edit/View Button > Portal Actions drop-down menu > Check the Make Payment button
Q: I don't have PayPal or Stripe. Can I still use this?
A: At this time, PayPal and Stripe are the only payment gateways we support. However, we plan to add additional options in the near future.
Q: I don't want to offer online payments to my clients. How do I turn it off?
A: You can remove the options for your clients to pay online by doing the following:
Settings > Payments > Credit card processing > Online payments > Uncheck Allow clients to pay online via credit card or PayPal > Save
Q: One of my clients completed a direct payment, but I also sent him/her an invoice. Can I merge the two?
A: No, merging a Payment with an Invoice is not an option, yet, but it is coming soon! We suggest cancelling the Invoice and archiving it, to remove it from your summary screen.
Q: How are direct payments different from a payment from an invoice?
A: Direct payments will not be associated with an Invoice number on your Payment Summary dashboard.
Unlike a traditional vCita invoice, even brand new clients, who have never contacted you before, can complete a payment.
Additionally, instead of sending the client an invoice, you can provide a direct link to the payment screen. You can also refer clients to complete a payment via a button on your website or on the landing page of your client portal.
Q: When would I use direct payments instead of a traditional invoice?
A: Direct payments are a great option when you would like to allow your client to make a donation or a deposit, pay for a packaged service, or even to allow other people to purchase your services for someone else (like a gift card).
Additionally, having access to the direct payment link allows you to add a section to your website dedicated specifically to completing payments. Direct payments are also an alternative to requesting payment up-front through the service itself.
If you have any questions or concerns, please feel free to contact us.