The PaymentWorks Messaging feature allows payees and customers to communicate directly within the platform, ensuring clear, secure, and efficient correspondence about vendor onboarding, payment inquiries, and more. This article provides a comprehensive guide to understanding, accessing, and managing messages in PaymentWorks.
What is PaymentWorks Messaging?
The messaging feature in PaymentWorks facilitates secure, platform-based communication between vendors (payees) and their customers. It helps users keep all correspondence in one centralized location, reducing the risk of lost or delayed responses.
Key Benefits:
- Centralized, trackable communication
- Increased security compared to email
- Direct access for vendors to contact their customers regarding onboarding or payment issues
How to View Messages in PaymentWorks
- Log in to your PaymentWorks account at PaymentWorks Login.
- Navigate to the Messages tab located in the top navigation bar of your account dashboard.
- Use the search filters on the left-hand side to locate specific messages by date, status, or keyword.
If you cannot see your messages:
- Confirm you are logged in with the correct account credentials.
- Check if your organization has disabled the messaging functionality.
- If issues persist, reach out to PaymentWorks Support via the Support Form.
How Messaging Works in PaymentWorks
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Sending Messages:
- Messages can be sent to customers directly through the platform when inquiries arise, such as questions about payment or onboarding.
- Attachments can be included to support your message. (Accepted formats: .PDF, .JPEG, .PNG)
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Receiving Messages:
- Notifications for new messages will appear within the Messages tab of your account. You may also receive email alerts, depending on your notification settings.
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Tracking Message Status:
- Sent: Message has been sent to the recipient.
- Read: The recipient has opened the message.
- Responded: The recipient has replied to your message.
How to Manage Your Messages
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Deleting Messages:
- To delete a message, open the Messages tab and locate the specific message you wish to remove.
- Click the Delete button. Note: Deleting a message removes it only from your view and does not impact the recipient's inbox.
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Marking Messages as Read or Unread:
- You can toggle the status of messages to help track their importance.
Troubleshooting Messaging Issues
If you experience problems such as being unable to view or send messages:
- Check your browser: Ensure you’re using a supported browser like Chrome, Firefox, or Safari.
- Clear your cache: Cached data may interfere with the messaging display.
- Check account permissions: Certain roles or permissions may restrict access to the messaging feature. Contact your organization’s administrator for confirmation.
- Reach out to Support: If the above steps don’t resolve the issue, contact PaymentWorks Support through the Support Form.
FAQs about PaymentWorks Messaging
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Can I delete messages from the customer’s inbox?
- No. Deleting a message only removes it from your inbox.
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Why can’t I see messages in my account?
- Verify that your account is configured with messaging permissions. If not, consult your organization’s administrator.
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Are messages secure?
- Yes. PaymentWorks uses encryption and other security measures to ensure that all communication remains private and secure.