Requesting Funds- What will my client see?
Ben Q avatar
Written by Ben Q
Updated over a week ago

When you send an electronic request for funds to your client, they will receive an email letting them know they need to pay the amount you designate in the request.

This email will be sent out immediately. If you decide not to fill in a custom personal message, the default message will read "Please deposit funds into your account." Here's an example of the email a client would receive with a custom message:

User-added image

If the Client Portal has not been enabled for your client, when they click the email link they will be taken to a payment page where they may pay by credit card (see below).

User-added image

If the client is enabled but not logged into their Client Portal when they click the Deposit Funds button in their email, a new tab will open in their web browser and they will be able to pay the request via credit card. They can pay via eCheck if they click the 'Pay with eCheck' hyperlink and log in to their Client Portal (see below).

User-added image

When your client clicks the Deposit Funds button in their email, and they are also logged into their Client Portal, a new tab will open in their web browser and they will be taken directly to a form to pay via credit card or eCheck (see below).

User-added image

You can also send reminders on all of your outstanding Requests for Funds outside of the Client Portal.

Did this answer your question?