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Order Management - Request a Payment from the Borrower or Client

Clients can request the borrower to pay for orders directly from the system.

To Request the Borrower or the client to pay for an Order, follow the steps below:

  1. Log on to your ValueLink Appraisal Management System account
  2. Search for the Appraisal Order for which you want to request the payment
  3. Open the Manage Order screen by clicking on the Order Number (e.g. R15-00000)
  4. Click on the Actions button on the top right of your screen to reveal options
  5. Click on View Invoice option to view the invoice for that order
  6. Click on the Actions button and select the Request Payment by Email option
  7. Check on Borrower or Client or Other
  8. Verify the amount in the Request Amount screen
  9. Add comments (Optional)
  10. Click on the Request Payment button to send a payment request.

The borrower or the client will receive a secure link to make a payment for this order and a PDF copy of the invoice. When the payment has been successfully processed, the borrower or the client will automatically be sent a copy of the paid invoice.

Note: This option is only visible if the borrower’s email address has been entered on the order form and payment processing is enabled for the account.

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