Clients can pay an invoice using one of four payment options: credit card, check, ACH, and wire transfer Credit Card Every client invoice includes a unique credit card payment link. Since each link is tied to a specific invoice, a client can’t reuse the same link for subsequent payments. To pay with a credit card,…
Sometimes you need to generate a consent link for an opportunity that already exists in the system. Since you don’t need to create the client from scratch, this is a shorter process. Find the opportunity 1. Go to the Force BC homepage. 2. In the top menu, select ‘Opportunities’. 3. Select ‘Manage opportunities and leads’….
Before you create a provisional software account, you need the client’s formal consent. Additionally, the client needs to complete a Behavioral Assessment. You can perform both actions through the process outlined below. Create the opportunity 1. Go to the Force BC homepage. 2. Select ‘Register new opportunity’. 3. Enter the requested account information and select…