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Payment solutions: how can you simplify payment processing and speed up cash collection?
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Nowadays, clients expect more than just receiving a collection reminder: They want to be able to take immediate action.
My DSO Manager
Payment Solutions allow you to integrate payment methods directly into your collection process, making it easier for clients to initiate payment for their items.
From an email, a SMS or the Interactive Page, clients can quickly access their account information and securely initiate payment in a simple and convenient way.
This feature allows you to:
Simplify payment initiation for outstanding items
Accelerate collection
Improve communication with clients
Reduce manual actions before payment
Enhance client experience
How do Payment Solutions work?
Payment Solutions rely on the integration of a payment provider capable of generating secure payment links or payment buttons.
Once activated,
My DSO Manager
can automatically make these payment options available through the different communication channels used to interact with your clients.
Enable payment directly from collection reminders
Payment links or payment buttons can be integrated into:
Automatic collection scenarios
Manually sent emails
SMS messages
Specific campaigns
Communication templates
To integrate Payment Solutions into your communications, use the dedicated hashtags when creating or editing your collection reminder templates.
The main payment hashtags are presented below. They automatically insert payment links and payment buttons into your communications:
#interactive_page_button
: Button allowing your client to access their account
state
ment.
#payment_button
: Button allowing payment of all items displayed in the account
state
ment.
#payment_button_overdue
: Button allowing payment of overdue items only.
#payment_button_exclude_disputes
: Button allowing payment of items excluding disputed items.
#payment_button_selected
: Button corresponding only to the selected items (Specific Action associated with the
status
).
#items_list
: Displays the account
state
ment of the relevant items within the communication.
This selection is not exhaustive. Additional hashtags are also available.
For the complete list of available hashtags and their purpose, please refer to the following Online Help:
#Hashtag
Once the hashtags have been added to your communication template, clients receive their collection reminder with the different payment options made available to them.
When a client receives a collection reminder, they can quickly access the payment options available to them.
From the collection email, two payment options are available:
Payment of the outstanding balance
:
1
Click the
Pay online
button to pay the amount displayed in the collection reminder.
Payment of a single item
:
2
Click the
Credit card
icon displayed in the account
state
ment to pay only the selected item.
The example below illustrates these two payment options directly from a collection reminder email:
The
View my account
state
ment
button provides access to the
Interactive Page
, where clients can view all their items and benefit from additional features. This approach reduces the number of interactions required before payment and increases the likelihood of immediate settlement.
How to use Payment Solutions from the Interactive Page
Payment Solutions can also be used directly from the
My DSO Manager
Interactive Page
.
From this secure space, clients can:
View their account
state
ment
Review their outstanding items
Download available documents
Share information or comments
Notify that payment has been initiated
Pay the relevant items using the available payment methods
From the Interactive Page, two payment methods are available:
Payment of multiple items
:
1
Select one or more items using the checkboxes, then
2
Click the
Pay
button to pay all selected items in a single transaction.
Payment of a single item
:
3
Click the
Credit card
icon displayed on the line of the relevant item to pay that item only.
The example below illustrates these two payment methods available from the Interactive Page:
The Interactive Page becomes a true collaboration space between your teams and your clients.
Clients can act independently, whenever it is convenient for them, without having to contact your collection team.
Share a payment link
Payment Solutions can also be used by Collectors during their interactions with clients.
From the client account,
select
the relevant item(s)
1
, then click the
Pay Online
button
2
to generate a secure payment link.
A window automatically opens and displays the payment link corresponding to the selected items.
This link can then be copied and immediately shared with the client, allowing them to access their payment journey directly.
Sharing a payment link is particularly useful:
During a phone conversation
During an exchange via electronic messaging (WhatsApp, comments, email replies...)
To assist a client with initiating payment
To facilitate immediate payment
When the client opens the received link, they are redirected to the secure payment page provided by the configured payment solution. Depending on the payment solution used, the payment journey and the information displayed may vary before the client completes the payment of the relevant items.
Track payments in
My DSO Manager
Depending on the payment solution used, payment information can automatically be synchronized with
My DSO Manager
.
Your teams can then monitor different payment
status
es, such as:
Payment initiated
Payment in progress
Payment completed
Status
returned by the payment solution
This information helps adapt collection actions and avoid unnecessary reminders when payment is already in progress.
A solution tailored to your needs
Payment Solutions can be used in many situations, including:
Immediate payment following a collection reminder
Self-service payment from the Interactive Page
Sharing a payment link during an interaction with a client
Managing international payments
Accelerating collection on accounts requiring priority handling
Depending on your organization's needs, different payment solutions can be integrated to adapt to:
The countries concerned
The currencies used
Your preferred payment methods
Your collection processes
Payment Solutions simplify payment initiation directly from collection reminders or the Interactive Page. They help accelerate collection, improve communication with clients and increase the efficiency of your collection process.
For more information:
What are the interactive emails and how to activate them?
What is a collection scenario?
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