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Trust Request

3 Docs

Send Trust Request Email

Last Updated: December 24, 2024

This screen gives the user the ability to review the trust request PDF overview and also gives the ability to enter the email address as well as modify the email content. This screen is divided into three parts.

Pay Trust Request Offline

Last Updated: December 24, 2024

Click the Pay Offline button on the Trust request to record any payment offline such as a physical check or cash. Please see the Payment Gateway section for more details.

Create PDF Trust Request

Last Updated: December 24, 2024

Clicking this button generates the PDF of the Trust request. This template also can be set up in the Company settings.