Using Simply Easier Payments with Hawksoft

Processing your online customer payments has never been easier for HawkSoft users. The instructions below will help guide you for an easy set up.​

REQUEST a Demo TODAY!

Using HawkLink Browser with SEP enables you to map CMS data to the input fields, issue invoices and take payments with Client and Policy information pre-filled on the Simply Easier Payments platform.​

SETUP

1. Open  Hawklink  by clicking on the website button in the CMS toolbar.
2. In the address bar, go to https://www.simply-easier-payments.com.
3. You may optionally bookmark the Simply Easier Payments Login for convenience. You can find the bookmark in the HawkSoft browser favorites tab.

ISSUING INVOICE IN SEP USING HAWKLINK

1. While viewing a client or a policy in  HawkSoft, open HawkLink by clicking on the website button in the CMS toolbar.
2. Log in to Simply Easier Payments (You may use the link in the favorites tab).
3. Navigate to Invoices and then click Add New Invoice.
4. You may optionally bookmark the Issue Invoice page for convenience.  You can find the bookmark in the HawkSoft browser Favorites tab.
5. In the right side panel, select CMS Fields tab. 
6. To add a field mapping for autofill, click on a field (e.g. Insured Name) in the web page, then right-click on a CMS field (e.g. Client - Named Insured) in the right side panel and select Map to Web Page Field.  The field value is automatically populated.  
   
   Repeat this step for all applicable fields, including but not limited to:
   • Insured Name
   • Policy Number
   • Email Address
   • Phone Number
7. The field mappings are saved and will automatically populate the fields next time you issue a new invoice.

TAKING PAYMENT IN SEP USING HAWKLINK

1. While viewing a client or a policy in HawkSoft, open HawkLink by clicking on the website button in the CMSS toolbar.
2. Log in to Simply Easier Payments. (You may use the link in the favorites tab.)
3. If not already there, navigate to the Payment page.
4. In the right side panel, select CMS fields tab.​ 
5. To add a field mapping for autofill, click on a field (e.g. Insured Name) in the web page, then right-click on a CMS field (e.g. Client - Named Insured) in the right side panel and select Map to Web Page Field.  The field value is automatically populated.  
   
   Repeat this step for all applicable fields, including but not limited to:
   • Insured Name
   • Policy Number
   • Email Address
   • Phone Number
6. The field mappings are saved and will automatically populate the fields next time you issue a new invoice.

Download HawkLink Instructions

DOWNLOAD