Use RFMS Mobile to send an order to a customer through My Flooring Link. The customer can review the order and make a payment online.
For complete information about payment settings, the customer payment experience, surcharge, and ACH payments, see Send a Payment Request with My Flooring Link.
Video Tutorial
Send the Request
1. Open an order in RFMS Mobile
2. Tap to open the My Flooring Link customization screen
3. Makes sure that the box is checked for Request Payment
The options you can change in My Flooring Link depend on your settings in RFMS Online Services.
4. Tap Share at the top right of the screen and select a method to send the link
The options to send by Text will only be available if the order is associated with a CRM Opportunity.
5. After the customer completes payment process RFMS will receive post payment
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. |
For instructions on setting a minimum payment and understanding what happens when the customer pays, see Send a Payment Request with My Flooring Link.