TABLE OF CONTENTS
Payment Types
There are three different ways to make payments on your Customer Account.
- Pay in Advance
- Pay in Arrears (Monthly Invoicing)
- Subject Pays
Pay in Advance
How this works
Exactly how it sounds, Pay in Advance is where the Cases are paid for before any verification or submission takes place.
Making Payments
To pay for cases, navigate to the Payments menu on the left menu or by visiting https://app.personnelchecks.co.uk/payments
Select the Cases you wish to pay for, choose the payment type, and make the payment.
Note - only Payment Managers can make payments on an account. Read more about permissions here
Saved Cards
To reduce the need to enter card details every time a payment is made, it is possible to save a card to the accunt.
To save a card
- Navigate to https://app.personnelchecks.co.uk/payment-settings/
- Select “Add” on Saved Cards
- Enter the card details and press save
This card will then show as an option for Payment Mangers when paying for Cases.
To remove a saved card
- Navigate to https://app.personnelchecks.co.uk/payment-settings/
- Press “remove” on the relevant card in the list view.
Payment Requests
Sometimes, the person responsible for making payments does not have access to Personnel Checks. To allow for this, we have created Payment Requests.
Payment Requests give the option to send an email to the person responsible for payment which contains a payment link. They are then able to pay for the relevant Cases without having to log in to Personnel Checks.
To send a Payment Request:
- https://app.personnelchecks.co.uk/payments
- Select the Cases you wish to pay for
- Select “Send Payment Request”
- Enter the email address and press “Request Payment”
This will then send an email with a payment link for the selected Cases. All the payee has to do is follow the link, enter card details, and submit the payment.
Pay in Arrears (Monthly Invoicing)
How this works
Pay in Arrears is our monthly invoicing option, where any Cases that are submitted in that month, or any chargeable events that take place, are invoiced the following month.
Making Payments
Your accounts team will receive an invoice each month with the previous month’s activities.
Subject Pays
How this works
Subjects can pay for their own Cases by using Registration Portals. Learn more here
Changing your Payment type
To change your payment type, contact our Customer Support team at letstalk@personnelchecks.co.uk