The Payment Settings page allows you to customize payment requests, reminders and payment confirmation messages so that you can make transactions more efficient for you and your customers. Follow the instructions below to edit your payment settings.
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To get to the Payment Settings page, click on the Payments tab located at the top of your Dashboard. Click on Payment Settings.
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Create a display name for your business. In the text box located below Business Details, enter a name to appear on each of your payment requests.
Create Messages
Then, customize your Payment Request messages, Reminders, and Payment Confirmation Messages. We recommend that you keep them short and friendly.
Payment Request Preview
To the right of the messaging text boxes, a preview of your Payment Request will appear. As you edit the business name, the preview will change. The logo that appears in the payment request is the logo you have selected for Kiosk Mode. Learn how to change your Payments logo through Kiosk Mode settings, click here.
Save Your Changes
And you're done! If you have any questions or concerns regarding Payments, contact our Customer Support Team at support@clientbook.com or (385) 352-3518.