Accepting Online Payments with Releventful (Start Here)

Releventful allows you to securely collect client payments directly through your proposals and invoices using credit cards or ACH bank transfers.

By collecting payments through Releventful, your payments remain connected to the event, proposal, and invoice. This ensures your payment records stay organized and reduces the need for manual tracking.

Instead of managing payments across multiple apps or spreadsheets, Releventful keeps everything in one place so you always know:

• what your client owes
• what has been paid
• what is still outstanding
• when follow-up is needed

Releventful supports two secure payment methods:

Credit / Debit Cards

Clients can pay using most major credit and debit cards.

ACH Bank Draft

Clients can also pay directly from their bank account using ACH transfers. ACH payments often have lower processing fees and are commonly used for larger payments.

Payments in Releventful are connected to the invoice workflow.

The typical client payment process looks like this:

If you are using payment schedules, the system will automatically request additional payments based on the dates you have configured.

This allows your business to collect payments at the correct time without needing to manually track due dates.

Using integrated payments provides several advantages for your business.

All payments are automatically recorded within the event invoice so you can easily track balances and payment history.

Releventful can automatically remind clients when payments are due, reducing the need for manual follow-up.

Because payments are tied directly to the invoice, there is no need to manually reconcile payments received through outside platforms.

Clients can review their proposal, sign their contract, and submit payment from one secure location.

Releventful also supports several optional payment features:

• credit card convenience fees
• automatic payment schedules
• automated payment reminders
• gratuity or tip collection

These tools allow you to customize how payments are collected for your business.

Once you understand how payments work in Releventful, the next step is to configure your payment processor.

See the following article:

Setting up Credit Card and ACH/Bank Draft Payments with Releventful Pay