Customers may write to support to update their payment information on their Sighten account. When this happens we should never take their payment information, but rather provide them with a link where they can update their payment information on their own. Below are the steps to generate the link and email template.
Steps to Generate Payment Link
- Log into Invoiced (login provided in LastPass)
- Click on Customers on the menu on the left-hand side
- Look up the customer's organization name
- Click on the customer's name in blue
- On the right side of the, click on the down arrow next to More and select Generate Sign In Link
- Copy the link by clicking on the clipboard icon
- The customer's email allowed to access the link is under the profile information.
Email Template
| Email Template |
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Hi [Customer Name], Thank you for writing Sighten Support! You can update your payment information for your account using this link - [Invoice Sign-In Link]. The email(s) associated with your billing information and that can access the link are [customer email or emails associated with the Invoice account]. Please feel free to reach out if you have any additional questions on how to update your billing information! Cheers, [Support Team Member] |