Rainex.GetLeads and Rainex.Billing are two independent products that improve two key areas of customer interaction – finding them and receiving payments.
Once you receive confirmation from a lead that they are ready to buy, bill them immediately without missing out on the maximum hot lead.
Rainex.Billing provides you with a free plan. It is available until you reach 100 transactions through the connected payment gateway.
Create a customer #
In a running campaign, select a lead who is ready to become your customer and click the Add Customer icon.
In the window that appears, you’ll see a split between data about the customer directly and their billing details.
Some customer data is pulled up automatically and will be pre-entered: First name, Last name, Company, Notification Language, LinkedIn URL and Website
Phone and Email are left on your side. Why? This is the email address where invoices will be sent and the customer will be contacted. Since a company may have multiple business emails or they may prefer to contact the founder directly, for example, this field should remain flexible for manual filling.
Also, you’ll need to fill in data related to the Billing Address.
Why don’t we pre-fill some of these fields based on data from generation? Because the official address of the office or one of the company’s offices may be different from the one that will be used to make the payment. By finding out this key information from a future customer directly, you can be sure that it is up-to-date and correct, and therefore the tax calculation and invoice contents are correct.
Fill in the data required to generate an invoice #
Fill in the details of the product being sold. This includes the most basic information that will later be contained in the invoice: Name, Tax inclusion and product Type. Your billing details are also necessary for the tax to be calculated correctly, reflected on the invoice, and to continue receiving payment from the customer.
Next, fill in the Pricing details: Enter the name to be used on the invoice. Select any world currency in which the payment will be accepted. Specify the type of pricing model – whether or not the final price depends on the quantity of the product. Finally, specify the price (for per unit per piece).
Please note! Right in these fields you can only create 1 price for 1 Single Payment and Subscription product each. However, you are not limited to anything. Go to the Catalog section to create more products, plans and prices.
There are a few other settings you need to make under system Settings.Configure.
Customize the branding #
In the Branding tab, add the necessary items to make the generated invoice and sent notifications consistent with your brand.
In this way, ensure that the invoice is directly linked to your product for the customer, so that a delicate moment like making a payment is frictionless.
Enable the notification #
This setting is necessary for the invoice to be delivered to the customer.
In the Email Settings tab, go to Notification settings and enable sending invoices. For example, if you plan to only receive payments via Single Payment, make sure “New single payment invoice” is enabled.
Here you can also edit the content of the message as you see fit. Note that the message may be different in different languages.
Connect a payment gateway #
Finally, the last necessary setting will allow you to be sure that the customer receives the payment.
If you want to supplement the invoice with, for example, a payment link with a Pay Now button or a QR code, you need to enable the method of receiving this payment.
Go to the Payment gateways tab to connect one of the available payment gateways.
