Here’s how the digital delivery process works from your payers’ perspective:
1) Your payers check out on your MoonClerk payment form
2) They will receive an email with a link to view the Package you’ve created and connected to the payment form they checked out on. If they have checked out for a recurring plan, they will also see this link in their Payer Portal.
3) When they click on the link, they’ll arrive at the digital downloads page and be able to download the files you’ve added to the Package.