When an invoice is sent to a client, they will receive an email notifying them that they have documents to review from your business.
2. After they click "View" the flow will open on their device.
3. Following this, the payment amount due, and line items, will appear for review.
4. After clicking next, a prompt will appear for the client to connect their bank account to Stripe.
5. Once, "Connect to your Bank" is clicked, a modal will appear to continue the payment process.
6. A wide variety of bank accounts are supported via Stripe for instant verification. Clients will also have an option to manually verify their bank account. If they choose to manually verify their account, they will have additional reminders automatically sent to verify their micro transactions.
7. Instant verification is the most common way to verify an ACH or Bank Transfer and once this is complete, a "Success" notification will appear showing which account was connected.
8. After successfully verifying the bank account for the bank transfer payment, a window to "Accept and pay" will appear. Once a bank account has been verified, it can easily be used for the remaining payments for the invoice too.
9. A confirmation message will appear once the bank account has been verified, and the client clicks "Accept and pay" to submit their payment.
10. The client will also receive an email confirmation with a summary of their payment details.
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.