This guide covers how to set up and manage Terial Payments, which allows you to collect payments from customers directly through invoices generated in the system.
🚨 Note: You must be onboarded and approved by Terial in order to access the Terial Payments feature.
Welcome to Terial Payments!
We support the ability for your team to send invoices with secure payment links to support Credit Cards and ACH transactions. Follow the below steps to embed a secure payment link on Terial:
Step 1: Create an invoice as you normally would in Terial (either Service or Production). After generating the invoice, click “Download PDF” and ensure that {Include payment button} is checked.
Step 2: Send PDF invoice to client and optionally include secure payment link in the body of the email. We recommend you include the following text in your emails:
We now support secure online payments via credit card (3.25% fee) or ACH (no fee). Please reach out if you have any questions.
Step 3: Once the online payment is made by the client, the status will accurately reflect in Terial. There are 4 payment statuses possible: Success, Processing, Failed and Voided. Terial support will reach out if there are any issues with the payment.
🧠 Your funds will take 1-3 business days to process and hit your Bank Account. Any fees absorbed will automatically be deducted as part of the transaction.
Congrats! You’re ready to start accepting online payments.
Feedback or questions on the product? Email us at [email protected]