Send a Payment Request with My Flooring Link

Use My Flooring Link to send an order to a customer so they can review it and make a payment. The customer can pay part or all of the order balance based on the minimum payment settings you choose.

To request a credit card preauthorization on a quote, see Credit Card Pre-Authorizations.

Start the Request

From RFMS Core Order Entry

  1. In Order Entry, select an order with a balance due.
  2. Select the My Flooring Link.
    MFL and payments flex.png

From RFMS Mobile

  1. Open the order in RFMS Mobile.
  2. Select Share.
    share order for payment.png

Set Up and Send the Request

  1. My Flooring Link (MFL) opens in your browser. Customize the document as needed.
  2. Select Request Payment. To include minimum payment values Show Payments must also be selected.
    share request payment and show payments.png
  3. Select Share in the  upper-right corner.
  4. Choose how you want to share the order (see Share Options below) and then select Send to share with the customer.
    share quote options.png
Share Options Explained
Include Identifying Information Choose to include your company name, phone number, and your name at the beginning of the message.
Message Enter a personalized message to the client you are sending this to.
Minimum Payment Setting

Note: Minimum payment options are only available if the Show Payments option is selected before selecting Share.

Default: The minimum amount that can be paid will be whatever is the default setting for your store.

Minimum Percent: Set a custom percentage for a minimum payment.

Minimum Amount: Enter a specific amount for the minimum payment.

Send Method

Email this order or copy a URL

If choosing to send via email, you can select whether to do so through your browser, or the the email client linked with RFMS.

Email Address Enter the email address that this is being sent from.
Expiration Optionally include a date at which access to this order, as is, will be revoked.

What the Customer Does

  1. The customer opens the My Flooring Link you sent.
  2. The customer selects Pay or Approve and Pay.approve and pay button.png
  3. The customer enters the payment amount. If approval or a signature is required, My Flooring Link collects it here. The customer can also add comments.
    payment amount and sign 2.png
  4. The customer selects Pay Now to enter payment details.
Pay by Credit Card

If your business uses surcharge: If your business has Cyncly Payments surcharge enabled, an eligible credit card payment may include a surcharge. My Flooring Link displays the surcharge before the customer completes the payment. The surcharge is applied automatically and does not change the payment steps. For complete eligibility rules, see Cyncly Payments Surcharge: Eligibility and Requirements.

MFL surcharge.png
Pay by ACH

If your business accepts ACH payments, the customer can choose US Bank Account as the payment method. See Understanding and Signing Up for ACH Transactions Beta for more information.

customer payment mfl  2.png

After the Customer Pays

The customer selects Pay to complete the transaction.

After the payment is complete, My Flooring Link displays proof of payment that the customer can save.
proof of payment.png

Tip: My Flooring Link also shows the customer any payments already made on the order.

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