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Payment request

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Create

The Payment request is part of the Pay Now functionality. It is an option whereby you can use this platform to request payment from your client. This can be used for invoicing purposes or for debit orders that have returned unpaid and you want to provide your clients with another payment method.

With the payment request an email or SMS will be sent to your client containing a link to the Netcash payment portal where they can choose from several payment options, these include:
  • Credit card payments
  • Instant EFT
  • Bank EFT
  • Cash Payments
  • Visa Checkout
  • Scan to Pay
  • Payflex
  • 1 Voucher

Generate a QR code on your mobile device using the Netcash Mobile App for your clients to scan and pay with multiple wallets and banking apps.

If you already have a Payment request active and would like to send a request, please follow the steps below:
  • Click on Services
  • Select Pay Now from the dropdown menu
  • Click on Payment Request
  • Select Create
You will now be on the Create request page and would need to insert the below details:
  • Type: Select the type for sending the payment request.
  • Send SMS.
  • Send Email.
  • Send SMS and Email.
  • Send a WhatsApp link.
  • Generate QR code.
  • Your reference: This would be the same reference used in the debit order Masterfile or for your internal identifying purposes.
  • Amount: The amount you are requesting your client to pay.
  • Description: This will be on the link of the SMS or email you send your client, perhaps your. company name or description of what they want to purchase.
  • Add the contact information for the type selected.
  • Subscription template: Select a template if a subscription is to be added to the Payment request.
  • Allow budget: Click allow budget to enable budget option.
  • Click on send.
  • The payment request has been sent, please view the detail on the Pay Now reports menu.

For more information on how to activate a Payment request, please see the steps further down below:

Please take note of the following:
  • Your reference must be unique for each new request.
  • The description will be sent in both email and sms.
  • Extra fields will appear on your downloaded statement
    for enhanced reconciliation.
  • The Master file entry must contain a valid email address or mobile number.
  • Clients must be active in the Master file.
  • Pay Now must be active (you may need to apply for the service).
  • Pay Now to unpaids must be active in the master file.
  • If you are using extra fields 1, 2 and 3 will be carried through to Pay Now – for reconciliation.
  • All users that can edit Master file entries will be granted permission to this feature.
  • The feature can be turned on in bulk (entire Master file) or individually ( per Master file entry).

Options to activate Payment request

Entire Masterfile

  • To activate or deactivate all clients in your debit order Master file:
  • Click on Services / Debit orders / Manage debit orders / Master file.
  • Select the More button and in the Action dropdown menu select:
  • Activate Payment request
  • This action will activate all entries in the Master file irrespective of whether email addresses or mobile numbers have been captured.

Note: Batches that have been uploaded with new clients containing email addresses or mobile numbers, will not automatically be selected for Payment requests. It is possible to deactivate and reactivate the feature in order that all new clients can be selected for payment requests should the transaction be returned unpaid.

Individual entries

To edit individual Master file entries:
  • Click on Services and select Debit Orders.
  • Click on Manage Debit orders and Master file.
  • Click on the pencil to the left of the Master file entry that you would like to edit.
  • Scroll down to the Notifications container.
  • Tick the Payment Request box.
  • Insert the required detail and submit – email address and mobile number formats are validated and saved.

Reconciliation

  • Clients that have paid via Pay Now SMS Email can be viewed in the Pay Now transaction report (Services / Pay Now / Reports / Pay Now transaction report) or on the Netcash statement (Services / Account / Reports / Statement or Statement download).
  • Should you have uploaded a debit order batch and have used the three extra fields, those fields will be carried through to Pay Now and will also appear on your downloaded statement for reconciliation purposes.
  • An unpaid client that is subsequently paid via Pay Now does not influence your unpaid statistics and debit order retentions i.e. the percentages are not reduced.

Note:

  • The Pay Now service includes a modular fee and cost per transaction type – please obtain fee details from your account manager prior to using the service.
  • Credit card limits are set in conjunction with your account manager.
  • You may decide which of the payment types to offer to your clients. Payments requests are sent once on the day that the unpaids are received from the various banks.
  • Manual Payment requests can be sent from the Pay Now menu – these will not be linked to the debit order unpaid.
  • Activating and deactivating the entire Masterfile will overwrite any individual entries – ensure that this is what you require as it cannot be reversed. Individual entries can be edited after using the bulk feature.

Resend

The Resend option allows you to resend the payment request to your client. You could also change the notification method here, by opting to use either the email if you have sent it via SMS previously.
  • Click on Services
  • Select Pay Now from the dropdown menu
  • Click on Payment Request
  • Select Resend
  • Select from the date range of when the payment request was sent
Note: When selecting you To date, also choose a future date not the date you sent it.