Cyncly Pay integration now allows a payment link to be sent containing multiple invoices by utilizing the Batch Processing feature in RFMS. This tool can be found by going to Order Entry > File > Batch Processing > Invoicing.
Once this tool is launched, follow the steps below to send the payment link:
1. Filter down orders
2. Tag orders to include in the payment link
3. Click MyFlooringLink button in the top right
4. Once the MyFlooringLink configuration page loads, be sure to check "Request Payment" and any other applicable options.
5. Click "Share" to choose a method for sharing the payment link
6. Your client will have the option to adjust total amount paid per invoice when paying
7. Checkout page will be presented like any other Cyncly Pay payment link, requiring billing and credit card information.
FEES: For multi-invoice payments, the entire fee for the transaction is posted to the first order in the list. Because the fee is not applied to individual job costs, this will not affect profit margin for any of the jobs. The fee is simply used as a deduction during time of posting bank deposit.
VOIDS/REFUNDS: Same-day voids on a receipt that was part of a multi-invoice payment will result in the entire transaction being voided. All receipts in the RFMS system that were part of the transaction will be voided also. After the initial payment date, receipts can be refunded individually with no effect on other receipts.
NOTE: Invoice tagging for MyFlooringLink is restricted to a single customer.
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