Sending a Payment Request
Select the contact you'd like to send a payment request to by choosing their name in "Inbox." Then, select the "+" symbol beside the box you use to type. Select the "Send Invoice"
Fill out the description of services rendered and the total cost in the appropriate fields. Then, select "Send Invoice." If this payment is a deposit or if you'd prefer the customer not to receive a review request automatically after paying for service, toggle off "Automatically send review request when paid." Your customer will receive the Payment Request via text or email depending on the contact information available in Broadly. Broadly defaults to sending texts over email but you can adjust a contact's preferred Contact Method.
To run a quick test, you can add yourself as a contact, by clicking on Add beside Inbox > Add a contact > send an invoice.
Once you send the payment request your customer will receive a text with their payment options.
If they select "Google Pay" - They will be taken to the Google pay screen on their phone (this option will only appear for customers with Google Pay enabled on their phone).
If they choose "Pay with a Credit/Debit Card" - They will be taken to a screen where they can input their credit card information.
If your customer selects "Pay over time in instalments" - They will be asked to complete a short application to see what payment options are available to them.
Pay Over Time
*For illustrative purposes only*
All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. For example, a $1,200 purchase could cost $104.89 a month for 12 months, based on an 8.9% APR, or $400 a month for 3 months, based on a 0% APR. Offers range from a 0 - 35.9% APR based on creditworthiness. No other financing charges or participation fees. See additional terms at http://wisetack.com/faqs.
After your customer finishes these steps, they will receive a text and email confirmation that their application has been approved. You will also receive an email notification that your customer’s financing request has been approved and a Pay Over Time offer is available. Once your customer chooses “JOB IS DONE - RELEASE PAYMENT,” Broadly will mark the invoice as paid. Your customer will receive a text and email confirmation and you will also receive an email notification confirming that the job has been marked as completed and that funds are on their way.
- If your customer chooses “JOB ISN’T DONE - CONFIRM LATER”, they’ll receive a text and email reminder to confirm when the job is complete.
Once your customer marks the job as completed, the total invoice amount will be released to you the next business day. Wisetack will send you payout emails to notify you when funds are on their way. It will take 1-3 business days for the funds to be deposited, depending on the bank.
Please Note: The "Pay over time in installments" option is only available if the charge is $500 - $15,000 ($25,000 for home services businesses) and you have enabled Pay Over Time in your Payments tab. See our article on Enabling Pay Over Time. If you have additional questions about how Pay Over Time works, please take a look at Pay Over Time FAQs.
You can keep track of your "Invoices" and "Payouts" in "Payments" on the main left-hand menu in Broadly.