We’re excited to introduce Multi-Party Payments, a new feature designed with inspectors in mind! With Multi-Party Payments, your clients can easily divide and complete payments from multiple parties, directly through the Spectora platform, without adding extra admin work for you. Multi-Party Payments is available exclusively to Spectora Payments users, helping you keep transactions simple, organized, and all in one place.
Multi-Party Payment is currently in early access and not accessible to all companies.
🔴 Multi-Party Payments is not compatible with Deferred Payments. If you have Deferred Payments enabled, you cannot use Multi-Party Payments.
How it Works
If you have Spectora Payments set up then Multi-Party Payments is an option for you to use! You do not have to enable this setting, it is automatically available.
Check out the video walk-through video below:
The Multi-Party Payment option shows in the Payments box on Inspection Details page.
Click "Add Invoice"
Select the person you want the separate invoice payment to go to from the Contact drop-down menu
Select the specific Service or add the Fixed Amount
Click the blue "Save" button
On the new Invoice click the option to "Send"
Preview the email and make any necessary changes then click "Send now" (here you can preview the invoice)
The email is sent to the chosen party and they will receive a link to a separate payment portal to make the payment
✨ In order to assign a multi-party payment to a person i.e. Agents, Clients, Additional People, they must be a contact on the People Box on the inspection.
Updates with Multi-Party Payments
There will be a Payment Portal for multi-party payments, separate from the Client Portal. That way, whomever is paying that is not the Client won't have access to anything else, only the payment designated to them. The third party payer will receive their own separate invoice as well. Clients can see how much was paid and by who in the Client Portal when paying and on their invoice.
Since the payment portal is completely separate from the Client Portal, the only way third parties can view the Client Portal or the report is if the inspector or company has an automation set up to send to the persona type (i.e. Agents or any Additional People roles) or if the Client shares the link with the third party.
Multi-party payment(s) will show in the Fees and Payments box, just like other payments. Inspectors can also add manual line items, manual payments and issue refunds in the same box. Clicking the three dots icon on the new Payments box will give you access to the Fees & Payments:
Adding Additional People will be available for everyone across the software.
Inspectors can view the payments in their reporting and handle refunds as normal, so everything is handled on one platform.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
