The Recipient Portal allows you to collect payment and other information from your recipients without any integration required. With one click, send an email to your recipients asking them to complete the steps to gather their information.
To activate the portal, go to Setting then White Label.
The first thing you'll need to do is set up your Branding.
Business Name: Enter the name of your business
Business Url: This will be the main address to your website which will display on the emails.
Brand Colour: Customize your emails with your brand colours. Simply choose the appropriate HEX code.
Icon (optional): You can also include your company's logo.
The next step is to configure the Emails.
Sending Email: The email that will display showing where the email was sent from (Note: It is important that the email is a subdomain so that it does not conflict with any existing email.)
Support Email: You can also display your contact email should your recipients need any support.
Displayed Address: You can also decide if you would like to display the company's business address.
Displayed Country: Add the post code and country
*It is important to ensure these details are entered in correctly the first time.
Recipient Portal Settings
Once the previous steps are complete you will be able to enable the portal and configure the settings. Go to Widget & Portal.
Portal Domain: Enter your company domain details.
FAQ Link: Include a link to your FAQs with details on how to complete the details.
Display fees: You can decide whether or not you want to display the fees to your recipients.
US Tax Collection: You can also collect tax information via the portal.
You can also decide whether or not you want to collect your recipients date of birth.