Invoice Delivery And Communication

Related Pages: Adding A New Customer | Invoice Module | Invoice Module Pricing | Invoice Delivery & Communication

Done For You Invoice Delivery & Communication

Mcardit’s invoicing module includes email delivery of each invoice and status-based email communication.

Let’s take a look at each of the emails…

NEW INVOICE EMAIL

Each invoice you generate is delivered to your customer via email. The email is sent immediately from Mcardit to each customer on your behalf (unless scheduled for a future date). The email contains a link to view the invoice and make payment, along with the invoice details and helpful links.

Here’s what it looks like…

PAID INVOICE EMAIL

Once a payment is made, Mcardit sends your customer an email thanking them for making payment. The link provided is a receipt that shows the invoice paid (or balance due if applicable). Mcardit sends the email on your behalf.

Here’s what this email looks like…

PAID RECURRING INVOICE EMAIL

For each recurring payment, Mcardit sends an email to your customer thanking them for making a payment. The link provided is a receipt that shows the status of their recurring payments, including payments made and remaining future payments due.

Here’s a view of this email…

PRE-APPROVAL REQUEST EMAIL

Some customers require approval before payment can be made. When Mcardit’s pre-approval invoice feature is enabled, Mcardit sends an email to the designated “approval contact”. This person has the option of approving or declining the invoice.

This is the email that’s sent to the “approval contact”…

PAST DUE INVOICE EMAIL

Getting paid on time can be a challenge. Here’s how we assist…

Mcardit provides a way to remind a customer that their invoice remains unpaid and is now past due. The email asks the customer to make payment in a light hearted, non-threatening manner. The email is sent by Mcardit on your behalf and informs the customer how many days past due the invoice is, provides the invoice details along with a link to view the invoice and make payment.

The past due email looks like this…

REFUND ISSUED EMAIL

Mcardit provides each merchant with a one-click refund capability. You can provide a partial or full refund from within the “transaction module” of your merchant dashboard. When you issue a refund, Mcardit communicates with your customer, emailing them on your behalf. We email them twice actually, first to inform them a refund has been initiated and again a few days later to inform them that they should now see the funds returned to their account.

Here’s what the first refund email looks like…

REFUND DEPOSIT EMAIL

When you issue a refund, Mcardit communicates with your customer, emailing them on your behalf. We email them twice actually, first to inform them a refund has been initiated and again a few days later to inform them that the funds should be returned to their account.

Here’s what the second refund email looks like…

FAILED OR RETURNED TRANSACTION EMAIL

This is a notification email we send to you.

Mcardit informs merchants of each failed or returned transaction. You’re informed 2 ways:
1) within the “transaction module” of your merchant dashboard under the transaction status column and
2) via email and this is what the notification email looks like…