Requesting and viewing client payments

You can use Keyflo to request payments from clients for business services, such as verification checks, EPCs, photography, and other onboarding charges. 

This allows you to request and collect payments directly from clients through Keyflo using a debit card, credit card, Apple Pay or Google Pay, with payments processed via Stripe. This gives you flexibility over what you charge for while providing clients with a simple and secure payment experience.

You can request a client payment from a contact record at any time.

Requesting payment from a contact (client)

Once you're ready to request payment from a contact (client):

1. Click Contacts on the main navigation bar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. All contact records have a banner at the top of the page - click Request below Client payment
   
4. As every payment is associated to a property, use the Select a property search bar to select the relevant property that the payment will be associated with. Then, click Associate
5. In the Clients section:
   1. If you click Change, you can specify which contacts should receive the payment request and confirm their email address.
      (By default, all contacts on the record will be selected. Each selected contact will receive their own payment request and will be charged the full fee amount individually. 
      If you only want to send the request to one contact, you can deselect the other(s). 
      If an email address is missing, you'll see a warning with a link to update the contact record.)
   2. Click Confirm when done
6. In the Fees section:
   1. Enter a Reference for what the charge is for (i.e. an AML or Onboarding fee)
   2. Enter the Fee amount
   3. Enter a Note for the client (this will be included on the Keyflo email your client receives)
      
7. If you want to charge for multiple fees in one go (i.e. to also add an EPC fee), click Add another fee. You'll then need to repeat the above three steps and enter another Reference, Fee amount and Note for the client for each additional fee
8. When you're ready, click Send. The client(s) will then be invited to make their payment (via Keyflo)

As a prerequisite, Alto will send the client an email - either prompting them to register for Keyflo, or requesting payment if they are already registered - notifying them that they have a task to complete.

Once the client is registered/logged in, they'll be prompted about a Pay for services task they have - upon selecting Start, they'll be able to see the Fees they're being charged for and use a Stripe payment form to make the payment using a debit card, credit card, Apple Pay or Google Pay.

Once paid, the client will receive an on-screen confirmation and an email receipt.

Reviewing the successful payment

Back in Alto, if you are the assigned negotiator, you'll be notified the task has been actioned and that the payment has been made, from within the Timeline and via a Client activity notification. 

Selecting the Client activity notification will take you to the Client activity page. Here you'll be able to see which properties you've sent requests for, as well as the status and type of each request. 

If you filter by Client Payments, you can see all the individual fees that clients have made and their status. However, if you click Go to task on the relevant property, it opens up a timeline where you can see the time and date stamp, and status, for when the payment was Completed. 

Payouts

Payouts are managed via your Stripe account, where you can:

• View a breakdown of all your transactions
• Manage payouts manually or set an automated schedule
• Issue refunds where required

• Related Help Centre articles that you may find useful.

  Enabling client payments within Keyflo