Help Centerchevron_rightAI Receptionistchevron_rightHow to take payments by phone with the receptionist
support_agent
How to take payments by phone with the receptionist
open_in_newOpen AI Receptionist in Genayaarrow_outwardA client calls to pay a bill. The receptionist checks that it is really them, finds their open invoice and texts them a secure payment link. The client pays on their phone, and the payment lands on the invoice like any other GenayaPay payment.
- 1The caller asks to pay
The client calls from the phone number on their client record and asks to pay.
- 2It checks who they are
It texts a 6-digit code to that phone, from the number they called, and the caller reads it back. The code works for 10 minutes.
- 3It texts the payment link
It tells the caller the open invoice and its amount, and texts them a secure payment link. The client pays on the payment page.
infoIt only ever talks about the caller's own invoices, and only when they call from the phone number on their client record.
warningIt needs an active GenayaPay account, so the link can take the payment.
Frequently asked
Was this article helpful?
Still stuck?
Our team typically replies within one business day.