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How Clients Pay Invoices Online in Britixo CRM UK?
📘 Introduction:
Britixo CRM UK makes it effortless for clients to pay their invoices securely online. Integrated payment gateways allow immediate settlement, quicker transactions, and improved cash flow, making your practice management software an effective tool for enhancing client payment experiences.
💳 Step-by-Step: Client Online Payment Process
1. Client Receives the Invoice Email
When you send an invoice via Britixo, your client receives an email containing:
Invoice details
A secure, personalised Payment Link
2. Client Opens the Invoice Link
The client clicks the link, opening the invoice in their browser.
Britixo clearly displays:
Your branding and logo
Invoice details, including amounts, taxes, and due dates
Pay Now button prominently shown
3. Client Chooses Payment Method
Britixo supports multiple payment gateways, including:
PayPal
Stripe (Credit/Debit Cards)
Bank transfer instructions (optional manual entry)
Your client selects their preferred method, enters payment information, and submits.
4. Immediate Payment Confirmation
Once payment is successfully processed:
Britixo updates the invoice status to Paid
Sends a payment confirmation receipt to your client via email
Notifies your staff automatically within Britixo CRM UK
🔒 Secure and Compliant Payments
Payments through Britixo are encrypted and fully GDPR-compliant.
Britixo practice management software UK ensures robust payment security for your clients.
📌 Tracking Payments
Staff can track invoice payments directly in Britixo under Sales > Invoices
Payment histories and details are clearly logged for easy financial management.
✅ Pro Tips:
Enable multiple payment gateways to give clients flexible options.
Customise your invoice emails clearly highlighting the secure payment link.
Regularly review payment settings for the best client experience.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
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