Request Payment Method with Fiserv & Payrix

You can email customers directly from LMN to request that they add a credit card or ACH (ACH for U.S. customers only) account on file for payments. This makes it easier to collect payment info upfront and keep jobs moving without delays. See below how to request payment methods by email individually or in bulk!

In this article:

Request Payment Method by Email

Add Payment Method Manually

Request Payment Method In Bulk

Request Payment Method by Email

1. Navigate to CRM > Contacts
2. Open up a contact by clicking on a name.
   ⚠️ Note: An email address must be on file for this customer to send a request. 
3. Under PAYMENT METHOD, click Add a Payment Method
4. Select Request Payment Method from the dropdown. LMN will automatically generate an email that you can send to the customer. Customize the email and/or send it to yourself. Once you are happy with the email, click Send.
   
5. On the Customer's page, you will see under the PAYMENT METHOD section, that the payment method has been Requested.
6. Pictured below is the email your customer will receive. They can manage payment methods through the Payment Portal link or click the Add Payment Method button.
   
7. After your customers click the Add Payment Method button, they will see this screen below. At the top, they can choose to toggle between Credit or Debit Card or ACH Bank Transfer-(U.S. customers only)
   
8. Once  the payment method has been added by your customer, it will change to Active / Autopay: ON
   

Add Payment Method Manually 

If you have the card information on hand or if you are on the phone with the customer who's ready to give you their card number, you can add a card manually.

1. Navigate to CRM > Contacts
2. Open up a contact by clicking on a name.
   ⚠️ Note: An email address must be on file for this customer to send a request. 
3. Under PAYMENT METHOD, click Add Manually
   
4. Fill out all the card details and when finished, click Save.
   

Once added, the payment method will appear here with Autopay turned on. 
⚠️ Autopay means you are able to run this payment method on behalf of the customer through Payment Runs. 

Request Payment Method in Bulk

1. Navigate to CRM > Contacts
2. To request payment methods in bulk from multiple different customers, toggle the checkboxes on the left of every customer you'd like to request from. 
   💡Utilize filters! 
3. Click the Update Contacts button
4. From the dropdown, select Request Payment Method
   
5. When you are satisfied with the bulk email messaging, click Send.
   💡Tip: View the number of Payment Method Request emails you will be sending out at the top in parenthesis.
   
   💡Tip: In CRM > Portal Activity, you will be able to monitor which customers have viewed the Payment Method Request.

Video: Request Payment Method

To view a video tutorial about Request Payment Method form your Customers, click HERE

Next Step

• Now that you have cards on file, see the Payment Runs article to learn how to run them in bulk.

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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