Getting the Most Out of SOTpay: A Guide to Utilizing Its Advanced Features

SOTpay is a powerful payment platform that enables businesses to process payments quickly, easily and securely. It offers a range of advanced features that can help businesses to streamline their payment processes and improve their bottom line. In this guide, we'll explore some of the advanced features of SOTpay, and how businesses can use them to get the most out of this innovative payment platform.

Make sure your customers are aware of the SOTpay option

Promote the SOTpay option to your customers through email newsletters, social media, and other communication channels. Let them know how easy it is to use, and how it can benefit them.

Agent Attended Phone Payments

SOTpay's attended phone payments feature allows businesses to process payments over the phone, with the assistance of a SOTpay representative. This can be particularly useful for businesses that need to process payments quickly, or that have customers that prefer to pay over the phone. With attended phone payments, businesses can provide their customers with a fast, convenient way to pay, while also ensuring that payments are processed securely.

Use the Card-On-File feature

The Card-On-File feature allows customers to save their payment details securely on file, making it easier for them to make repeat purchases. Encourage customers to use this feature to save time and hassle.

Take advantage of multiple payment channels

Take advantage of multiple payment channels: SOTpay allows you to take payments via phone, email, SMS, web chat, and other channels. Make sure you are using all available channels to reach your customers where they are most comfortable.

Stay compliant with PCI DSS

Stay compliant with PCI DSS: SOTpay is fully compliant with the Payment Card Industry Data Security Standard (PCI DSS), which ensures that payment details are secure and protected. Make sure you are following the guidelines to stay compliant and protect your customers' information.

Streamline your payment reconciliation process

Streamline your payment reconciliation process: SOTpay integrates with accounting software like XERO to automate the payment reconciliation process, reducing the need for manual intervention. This can save you time and help you focus on other areas of your business.

Recurring Payments

SOTpay + recurring payments feature allows businesses to set up regular payments for their customers. This can be particularly useful for businesses that offer subscription-based services, or that have customers that make regular payments for ongoing services. With SOTpay + recurring payments feature, businesses can set up a payment schedule that automatically processes payments on a regular basis, saving them time and effort.

CIT Links

SOTpay's CIT (Click to Initiate Transaction) links feature is a unique way of processing payments. With CIT links, businesses can send a payment link to their customers via email or SMS, allowing customers to initiate a payment by simply clicking on the link. This feature is perfect for businesses that need to process payments quickly, or that want to offer their customers a convenient way to pay.

CSV File Uploads

SOTpay's CSV file upload feature is a powerful tool for businesses that need to process large volumes of payments. With this feature, businesses can upload a CSV file containing payment details, which are then automatically processed by SOTpay. This can save businesses a significant amount of time and effort and can also help to reduce errors and increase accuracy.

Reporting

SOTpay's reporting feature provides businesses with valuable insights into their payment processes. With detailed reports on payment volumes, payment types, and payment trends, businesses can gain a better understanding of their payment processes and identify areas for improvement. This can help businesses to optimize their payment processes, reduce costs, and improve their bottom line.

In conclusion

SOTpay is a powerful payment platform that offers a range of advanced features that can help businesses to streamline their payment processes and improve their bottom line. By utilizing SOTpay's advanced features such as recurring payments, CIT links, CSV file uploads, attended phone payments and reporting, businesses can process payments quickly, easily and securely, while also gaining valuable insights into their payment processes.