We know that change is definitely hard – especially when it comes to payments. But it doesn’t have to be. Below, you’ll find a complete toolkit you can use to ease any discomfort towards transitioning clients to your new online payment process. This comprehensive guide provides step-by-step instructions, customizable communication templates, and easy-to-understand how-to guides for clients.
We strongly believe in the power of BigTime Wallet’s integrated payments process and all that it holds: a customizable client portal, click-to-pay technology, PCI Level 1 security compliance, and the ease of BigTime invoicing right in your dashboard. And we know you (and your clients) will, too!
Initial Client Communications
How to let your clients know that you are switching over to BigTime Wallet, what they can expect, and how they can act on it. Simply copy and paste the email example and swap in your own info!
How-To Cards for Clients
Simple, easy to read cards that will help your clients access their client portal and show them how to pay their bill online. Millions of emails asking how to login: Diverted. Client’s appreciation for your clarity: Warranted.
Effective Invoice Email Messaging
Our customers have found the best success with getting clients to move to online payments by adjusting their messaging with invoices. Here, we’ve included an example message to best get this across!
