What to expect from Logixboard Payments
With Logixboard Payments your customers will have a seamless way to pay their invoices directly from their customer experience portal, speeding up your time to payment.
Invoice notification emails will come from Logixboard (using your branding colors and logos) and will include a direct link to the Logixboard payment portal. Invoices themselves will remain unchanged.
Once the payment is processed successfully, we’ll notify the email you designate during the set up - this is often the accounting team. In the case of a payment error or issue, the designated email will also be notified.
Email notifications you can expect:
Payment Receipt - Notification when payment is successfully processed.
Payout Receipt - Notification when a payout has been made to your bank account.
Failure to Deliver Email - An error occurred during invoice delivery (e.g., invalid customer’s email address, customer’s email server is rejecting the emails)
Implementation
Implementation for the Payments solution is simple. The Logixboard engineering team will run the workflow template necessary to enable Payments. We recommend that you change the remittance instruction in your CargoWise invoice template to provide revised instruction for credit card payment.
Suggested language: “To pay with a credit card, please use the “Pay Invoice” button from the email where this invoice was delivered.”
Suggested Operational Changes
Invoice Creation
To reduce duplicate email notifications to your clients, we recommend declining the CW1 invoice printing option at time of posting.
Your employees will create the invoice as they do today. Once all information is entered, they will click “Post” or “Post & Close”.
After clicking “Post” or “Post & Close”, a pop-up window will show up asking if you want to print the invoice. Select “NO” and no further action is needed. The workflow change in CargoWise will automatically print all invoices into PDF. Logixboard will email the invoice to your customers and will post a record of the email delivery in both Logixboard and CargoWise.
Payment Entries in CargoWise
There are a few options for payment entries in CargoWise:
Logixboard can create payment entries in CargoWise on your behalf.
Once payment is received and your team is notified, your team can create a payment receipt in CargoWise.
Alternatively, your team can download a full report from the Statement of Accounts section in the Logixboard platform and create receipts on a cadence of your choosing.
Refunds
In the event that you need to issue a refund on the credit card for your customer, simply write to us at support@ logixboard.com and we will handle it for you.