EDITION: Standard and Enterprise
RESOLUTION
The Online Bill Pay feature will allow customers and users to take credit card payments within the software, using either Solupay or Sage Payments. Site options contains setup options for the Customer Portal link, where customers will enter credit card payments.
Customers have an automatic login into SARA as a guest user, that is created for them from a hyperlink in SARA and sent to customers via email.
Site options for OLBP and Customer Portal:
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Admin Settings & Utilities Site Options Options
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Customer Portal options:
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Guest Link Expire Days: enter the number of days before the hyperlink or customer link expires
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Guest Link Number of Clicks: Enter the number of clicks the hyperlink is valid, the link will expire after reaching the number of clicks set