You can use Keyflo to request payments from clients for business services, such as verification checks, EPCs, photography, and other onboarding charges.
Clients can then review and complete payment securely through Keyflo using a debit card, credit card, Apple Pay or Google Pay, with payments processed via Stripe.
Note
To ensure that you avoid risks related to UK Client Money Protection regulations, it is recommended that you only use this process for business expenses (e.g. EPCs, onboarding, photography, AML charges)
However, this functionality needs to be enabled first before payments can be requested from clients through Keyflo.
Enabling client payments
This functionality will first need to be enabled in order for the Client payment option to become visible on all contact records via the banner, allowing you to send payment requests directly to clients through Keyflo.
Note
By enabling Client payments you are agreeing:
- That payments will be processed via your agency’s connected Stripe account
- That standard Stripe transaction fees will apply
- That payment requests sent via Keyflo are not automatically associated with Alto charges, and these will still need to be raised separately where required
To enable this functionality at group level, Group Administrators can use the Keyflo option in the Tools dropdown menu to toggle it on and connect a Stripe account.
- Click Tools on the main navigation bar
- In the dropdown menu, click Keyflo
- In the Client payments section, toggle on Enable collection of client payments
- As Alto works with Stripe to process client payments, you'll need to register with Stripe using a new email address - existing Stripe logins and accounts are not currently supported. Click Connect an account to create a new Stripe account
- You’ll be redirected to Stripe to complete their onboarding process and verify your business details
- Once complete, return to Alto and your account will appear as a Connected payment account
Your account may initially show as Pending while Stripe completes verification. Once approved, this will update to Verified, and your team can begin collecting payments.
Each group can have one connected Stripe account, which is associated with all branches by default.
Note
If at a later point you want to disable the collection of client payments, you can return to the settings and switch the toggle off
How client payments work
Once enabled, you can send payment requests to your clients through Keyflo.
To do this, request the payment from the relevant contact record, enter the fee Reference and Fee Amount, and send the request to the client.
Your client will then receive an email from Keyflo inviting them to make the payment. If they are not already registered, they’ll be prompted to register before completing the task.
Once logged in, they can review the fee breakdown and complete the payment online using a debit or credit card, Apple Pay or Google Pay.
When the payment has been made, you’ll receive a notification in Alto. You can also monitor the status of your payment requests from the Client activity page.
Once Stripe has processed the payment, the funds - minus transaction fees - will be paid into your connected Stripe account. You can then manage payouts to your bank account via the Balances and payments link.
The full process for requesting and viewing client payments can be viewed here.
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