Take payment with Text-to-Pay or Email-to-Pay

  1. Create a new invoice in Cornerstone and post it. On the invoice screen, select Scratch Payment as the Type.
  2. Click Done on the payment window, then click Close on the invoice.
  3. Select the payment notification on the bottom right of the screen to go to the Scratch desktop app.
  4. Click on the line item of the invoice for which you would like to process a payment.
  5. On the right side of the screen, click either Send Text-to-Pay or Send Email-to-Pay.
  6. Confirm or edit the phone number or email address on the next screen and click Send Text or Send Email.
  7. Your client will receive a text message or email with a link to the payment screen where they can submit their payment information.
  8. Once you send a Text-to-Pay invoice, it will move to the Payment Requests - Open tab. If the invoice is unpaid, you may click the Resend Text-to-Pay or Resend Email-to-pay button to send another message to your client.
  9. Once a payment request invoice has been paid, it will move to the Payment Requests - Writeback tab. Click the Sync all button to automatically record in AVImark that these payments have been made.

Payments received via text-to-pay and email-to-pay will not appear in AVImark until they are synced. To avoid reporting discrepancies, please sync payments daily.