Ordway provides a format for users to Request Payment Methods from their Customers.  This functionality allows Customers to choose how they would like to pay Invoices - debit/credit card or bank account.  If a Customer is paying via external methods (i.e. checks), this process is not required.

Be sure to review our Template Best Practices & Create & Edit Templates articles for tips on further customizing templates. 

Manage Request Payment Method Template

Steps:

1. Navigate to Menu > Setup > Manage Templates.
2. Enable the Request Payment Method template.

Note: A standard message is already designed for this template but can be customized as needed.

3. Once enabled, users can then request payment methods from specific Customers. View this article for the steps. 

Send an email to all Customer Contacts

Read more about how to send an email to all Customer Contacts.

Troubleshoot Request Payment Method Template

{{customer.update_payment_method_url}}
Make sure you are using the special Ordway object data for the link output of this email template.

Example:
<a href="{{customer.update_payment_method_url}}" target="_blank"> UPDATE YOUR PAYMENT METHOD </a>