Process a Tribute Pay Payment

Taking a payment via your Tribute Pay account is completed in the Case Financials > Payments section of a case. There are two ways to process a payment: 

• Key-in transaction on the case
• Email payment link to payer(s)

Key-in on case

Choose the invoice or add-on to make the payment toward and select the payer. Enter the payment amount, then choose the payment type associated with your Tribute Pay account. Click Add Payment. 

 

Choose the transaction type - debit, credit or ACH, then enter the card or account information and zip code. Click Pay Now to process the transaction. 

Tribute Pay can accept major credit or debit cards from most countries. The transaction will process in the currency assigned by the country your business is associated with. For example, if you are in the US and process a card from Canada, the transaction will occur in USD.

 

Once the transaction is completed, it will appear in the payments log on the case, along with the status of the payment. 

 

If the payor has an email address on their contact, an electronic receipt of payment will be automatically emailed to the payer. A receipt can also be downloaded using the printer icon. 

Email Payment Link

The option to email a payment link allows you to easily collect payment from families without them coming into the office. Through your TMS system, you can send the link to one or multiple family members. Recipients of the email can see the current balance owing and choose what payment amount they'd like to contribute.

Choose the invoice or add-on to make the payment toward, then click the Email Payment Link button on the far right. Select the payment type from the drop down. Choose a recipient from the contacts associated with the case or add a contact by clicking the + button. Click Send Email.

An example of the email the recipient(s) will receive is displayed below. 

• The body of the email is customizable in Admin > Tribute Pay > Email Templates.

• The balance displayed will show the balance for the selected contract or add-on at the time that the email is sent. The balance displayed when the customer clicks to pay will update to real-time. 

• The payment link is active for 30 days or until used. 

When the recipient clicks the Pay Now button, they fill out their name and the amount they would like to pay. 

 

The recipient will be prompted to choose their card type and enter their payment information. Surcharging disclosures, if applicable, will display here. 

The payer will receive a successful or failed message after the payment is processed, as well as an email receipt for the transaction. 

Once the transaction is completed, it will appear in the payments log on the case, along with the status of the payment. Payments made by Email Payment Link will show as such in the Entered By field. 

Email Payment Link Status

A log of the emailed payment links sent displays at the bottom of the Email Payment Link page.