Requesting Payment in RFMS ERP using the Customer Web Portal (My Flooring Link)

The Customer Web Portal can be used to collect payment through the RFMS Mobile app or from within Order Entry in the main ERP.

How To:

1. Begin in Order Entry and select an order with a balance due.
2. Select the My Flooring Link button
   
   Or, using RFMS Mobile select the Share button from an open order
   
3. A browser window will open to the My Flooring Link (MFL) portal. Customize the document and make sure the the option for Request Payment is checked. To include minimum payment values Show Payments must also be selected.
   
4. Select the Share button in the top right. The share link to this document via MFL can be emailed to the customer or copied and sent via another method.
   
   
   

Share Options

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.

What the Customer Sees

1. Opens link sent by you

2. Tap/Click Pay or Approve and Pay button

3. Enter payment amount. Approval and signature are collected here if requested. The customer can also add comments. Select Pay Now to enter payment details.

4. Enter credit card details, postal code and billing address. There is an option to save the payment method for future use, as well as a way for the client to enter an email address for receipt to be sent. Select Pay to complete transaction. (For information on the US Bank Account payment option please see the article Understanding and Signing Up for ACH Transactions Beta.)

5. Proof of payment will be shown on a document that the customer can save.

  Tip: Any payments already made will be listed for the customer to see