why Cloud now: agent bill pay

key takeaways

• agents can pay using checks, credit cards, and ach through darwin.Cloud
• darwin.Cloud supports enhanced tracking and billing functionalities for agent payments
• agents will soon be able to choose default payment methods and make recurring payments
• webinar recording will be available on the account tech website for future reference
• the system is improving with features like automatic late fees and declined payment notifications
• “pay now” links in email notifications allow agents to pay without logging in
• american express carries higher processing fees compared to other credit cards

topics

agent bill pay system overview

• introduction to the agent bill pay system in darwin.Cloud 
• streamlined payment tracking and processing functionalities
• agent access to various payment options: checks, credit cards, ACH

payment method options and automation

• ability for agents to set default payment methods
• implementation of recurring payment features in progress
• “pay now” links in email campaigns enabling quick payment access
• no login required for agents to use payment links from notifications

system enhancements and automation

• development of automatic late fee functionality
• notifications for declined payments through email campaigns
• invoice link expiration to ensure payment security

training and resources

• webinar hosted to guide agents on billing features
• recording to be uploaded on the AccountTech website
• screen sharing facilitated to demonstrate features

fees and billing transparency

• credit card fee structures
• planned support documentation regarding payment processing fees
• agent communication through chat features to resolve invoice issues

next steps

• coordinate with programmers on implementing automatic late fee functionality
• contact support for setting up email notifications for declined payments
• provide support site link regarding credit card processing fees

watch this short video to learn more: