Occasionally you may run into a situation where a 3rd party needs/wants to pay for part of the inspection. This could be the seller, the seller's agent, or someone else entirely. While there isn't a way to have the 3rd party pay on the existing inspection and generate a separate invoice, we do have some workarounds available to you.
Using the Share Details Button
The most direct way to have another party pay for the inspection is to send them an email via the Share Details button.
🔴 Note: Using the "Share Details" button will send the link to the client portal. This link will contain everything the client is able to see for the inspection - the invoice, agreements, and the final report. If you do not want the 3rd party to have access to the report, use one of the other workarounds below!
Split Payment
If the 3rd party is only going to be paying for one service rather than the whole inspection, you can do a split payment.
Taking Payment Over the Phone
If you don't need a separate invoice for the 3rd party and they are comfortable giving their card info to you, you can easily take payment over the phone.
Creating a Separate Inspection
If you need to take payment and have a separate invoice for the third party, creating a new inspection for the other party with only the necessary service and their details is a practical workaround. Here's a step-by-step guide to facilitate the process:
Create a New Inspection: Generate a new inspection specifically for the needed service that the 3rd party will pay for. Ensure that all relevant details, such as the service description and pricing, are accurately included.
Enter 3rd Party's Information: Input the other party's information as the client for this inspection. Include their name, contact details, and any other pertinent information required by your system.
Confirm the Inspection with Notifications: Confirming the inspection as normal will send an email to the 3rd party with a link to the portal. This portal will contain a copy of the invoice and allow them to pay online.
Payment and Recordkeeping: Once the payment has been successfully made by the 3rd party through the portal, ensure that you receive confirmation of the payment. Record the transaction details for your records, including the invoice number, payment amount, and date of payment.
While this workaround may involve a few extra steps, rest assured that it is a practical and effective option!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
