Customer experience is vital to payments adoption. Keep reading for our most frequently asked questions and a guide to your customer's payment experience.
Note: The following apply to all end-users of Pepper Payments. Interested in getting started with payments? Let us know HERE.
Will customers see all of their invoices or only orders placed in the app?
Yes! Pepper integrates with your ERP to display all invoices, allowing customers to view a complete list of their outstanding invoices and up-to-date balances for each.
If the integration is set up, customer will be able to see all of their invoices under Orders - Other tab:
What if I currently send paper invoices and don’t have a digital copy?
No worries! Pepper automatically generates a digitized invoice using the invoice line item information from your ERP. These invoices are customized with your logo and are always accessible to your customers in the app.
How will customers know when an invoice is due for payment?
We can configure push notifications to alert customers when:
An invoice becomes available for payment.
An invoice is past due.
Who can make payments in the app?
The Payments feature can be enabled at both the customer and user levels. For example, the General Manager of a customer might have access to make payments, while a Chef may not.
What if the person making payments (e.g., an accountant) doesn’t handle ordering?
That’s no problem! Anyone can be set up with app access, even if they don’t participate in the ordering process. For accountants, there’s also a web version of the app available, which they may find more convenient.
Will customers receive a receipt for their payment?
Yes! If a user’s account includes an email address, they’ll receive a receipt via email.
Additionally:
Users can view their payment history in the app.
Receipts are downloadable from the app and include details such as the invoices paid, payment method used, and payment date.
When will customers see an invoice in their chat?
Invoices will appear in the chat based on when Pepper receives them from your ERP. For example, if invoices are synced the day after delivery, that’s when they’ll show up in the customer’s chat.
How do customers know if their payment was successful?
Successful payment: A green banner appears on the screen.
Unsuccessful payment: A red banner with the error message is displayed.
What is shown in the history section of the Payments tab in the app?
The history section displays all historical charges (this only includes PEPPER transactions). Customers can view details such as chargebacks, refunds, who paid an invoice, and the payment date.
What does a chargeback for "No Account/Unable to Locate Account" mean?
This error indicates that the account or routing number was entered incorrectly. Unfortunately, the chargeback cannot be reversed, and the customer will need to submit the transaction again.
Interested in using Pepper for your digital payments? Get started Here and Schedule a Demo!