Watch our video walk-through:
This is what your clients will see when paying a Truss payment request:
If you checked off the 'Send email notification' checkbox when creating the invoice request, customers will receive an email notification where they can click 'Pay Invoice'.
Alternatively, you can copy and paste your payment portal link into the invoice you send to your clients or send it in any way you wish.
2. Your customers can open the link on their desktop or mobile. They must log in with the email address associated with their account (the one they received the invoice with).
Upon entering their email, we will send a verification code to that email to confirm their identity.
3. Your customers can choose which invoice to pay from the "Unpaid" tab, or view their paid invoices by click "Paid".
Note: the "Custom Payment" option will only appear if you have it toggled "on" in your Truss settings.
4. Your customers can either connect to their bank account to pay for free via ACH bank transfer, they can choose to pay via credit card, or they can complete a split payment.
They can adjust the amount to pay on the top right, by clicking the pencil icon.
Note: The credit card payment incurs a fee, and can be paid by either the customer or yourself, which is changed through the credit card fee toggle during the invoice creation process.
Your clients can review the details and terms and conditions before finalizing the transaction by clicking the 'Pay' button.
5. Once your client clicks 'Pay', the funds will be available in your Truss account, and they can download a receipt.
Note:
Customers are not required to sign up for Truss.
Customers will not be charged for accepting any payment requests unless explicitly stated next to a specific payment method.
Customer payments will be deposited into your accounts the same business day.