Paid Mail (for Advisors)
What are the different "types" of Mail?
There are three different types of Mail: Regular, Payment Request and Pay to View.
- Send Payment Mail allows anyone to send a payment to an advisor along with a message. As soon as the mail is sent, the money is automatically transferred from the sender's account to the recipient's account.
- Payment Request lets you request payment from a customer of the amount of money you specify. If the customer accepts your request, the money will automatically be transferred from his or her account into yours.
- Pay-to-View Mail lets you write a message, include an attached file if you wish, and indicate the price you'd like to charge the customer to view the message's contents, which will not be viewable until the customer agrees to pay you the price you're charging. It's like an online version of the C.O.D. (Cash-On-Delivery) packages that merchants use to ensure payment for the goods they send.
If I want to collect money from a customer, should I send a Payment Request or a Pay-to-View Mail?
If you simply want to collect money, you should send a Payment Request. It's the perfect way to collect payment, or pre-payment, for a service.
When should I send a Pay-to-View Mail?
You should send a Pay-to-View Mail when you don't want a customer to be able to view the contents of your message without paying for them. It's particularly useful for sending small deliverables such as a password, a photograph, or the simple solution to a problem.
What are some general guidelines as to which type of Mail to use?
The following scenarios may help you decide which type of Mail to use. Your choice will depend on how much trust you have in your customer, and how much work your deliverables required.
- Full trust: If you have full trust that your customer will pay you, you could send your deliverables via Regular Mail and follow up later with a Payment Request once you know that your customer is satisfied with your work.
- Little trust but not much work: If you don't know whether your customer will pay you and your deliverables are not much work -- such as a few sentences -- you could send them via Pay-to-View Mail to ensure that the customer pays you before viewing them.
- Little trust and a lot of work: If you don't know whether your customer will pay you and your deliverables are a lot of work -- such as an entire tax return -- you could first send a Payment Request for prepayment of half of your fee, then, upon prepayment, perform the services and send the deliverables as a Pay-to-View Mail to ensure that they pay the second half.
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