Zelle Payment Portal: Enable Direct Bank Transfers for Invoice Payments

The Zelle Payment Portal add-on in PASconcept allows companies to offer clients a fast, secure, and fee-free method to pay invoices directly from their bank accounts. By integrating Zelle, clients can initiate payments using their email address or U.S. mobile number, facilitating seamless transactions without the need for credit cards or third-party processors.

Key Capabilities:

Client Payment via Zelle:

• Direct Bank Transfers: Clients can pay invoices by sending funds directly from their bank accounts using Zelle.

• No Transaction Fees: Zelle transactions are typically free, reducing costs for both the company and the client.

• Real-Time Processing: Payments are processed quickly, often within minutes, improving cash flow and reducing waiting periods.

Easy Add-On Activation:

1. Access My Marketplace: Log into your PASconcept account and navigate to the "My Marketplace" section.

2. Activate Zelle Payment Portal: Locate the Zelle Payment Portal add-on and click "Activate."

3. Accept Terms and Conditions: Follow the prompts to review and accept the terms and conditions associated with the add-on.

4. Begin Configuration: Once activated, proceed to configure the Zelle payment settings as per your company's requirements.

Configuration Requirements:

To set up the Zelle Payment Portal, you may need to provide:

• Business Bank Account Details: Ensure your business bank account is enrolled with Zelle to receive payments.

• Contact Information: Provide the email address or U.S. mobile number associated with your Zelle account.

• Payment Instructions: Optionally, include specific payment instructions or notes for clients within the invoice.

Benefits:

Implementation Steps:

1. Activate the Add-On:

   • Navigate to "My Marketplace" in PASconcept.

   • Locate and activate the Zelle Payment Portal add-on.

   • Accept the terms and conditions to proceed.

2. Configure Zelle Settings:

   • Enter the necessary bank account details associated with your Zelle account.

   • Provide the contact information (email or mobile number) linked to your Zelle account.

   • Set any optional payment instructions or limits as needed.

3. Inform Clients:

   • Ensure clients are aware of the new payment option.

   • Provide guidance on how to use Zelle for invoice payments, including your registered email or mobile number.

4. Monitor Payments:

   • Track incoming payments through your bank account and PASconcept's billing system.

   • Reconcile payments promptly to maintain accurate financial records.

Example Usage Scenario:

Invoice Issued: ABC Engineering sends an invoice to a client via PASconcept, including instructions for payment through Zelle.

Client Payment: The client opens their banking app, selects Zelle, and sends the payment to ABC Engineering's registered email address.

Confirmation and Reconciliation: ABC Engineering receives the payment directly into their bank account and updates the invoice status in PASconcept to "Paid."

If you need further assistance or have additional questions about setting up the Zelle Payment Portal in PASconcept, please contact our support team.