Payments can be applied to invoices online utilizing a Merchant Gateway integration and the Invoice Payment Link Canned Email.

Merchant Gateway Integration

Step     Action

  1.       Click on {Settings} > {Integrations} > {Merchant Gateway}

  2.       Click on the Down Arrow to Create Account

  3.       Once your Account has been created click on Link Account

  4.       Fill out the appropriate fields and for each of the Deposit Types choose Credit Card

Payment Link Canned Email

Step     Action

  1.       Click on the Template Gallery Library link - Here

   2.         Go to {Settings} > {Communications} > {Canned Emails} > {New}

   3.         Fill out the fields as shown below

Canned Email Name: Invoice - Style 2 - Payment Link

Type: Invoice

Default: No

Subject: Invoice

  4.       At the bottom of the window click on the HTML Mode toggle

  5.       Copy and Paste the html from the Template Library canned email into the Canned Email window then click {Save}

Default Credit Card Processing Account

Step     Action

  1.       Click on {Settings} > {Accounting} > {Financial}

  2.       Scroll down to {Configuration} > {Default Credit Card Processing Account} and choose the account name that you had created in the steps above

  3.       Click {Save}

Default Portal

Step     Action

  1.       Click {Settings} > {Online Ordering} > {Online Configuration} and make sure that the Default Portal is set to Quotes & Proofs

  2.       Under Portals Click on Quotes & Proofs

  3.       Scroll down to Logo and {Choose Image} to upload the logo that will appear on the payment screen. Additional updates can be made to this Portal by clicking Customize this Portal

Send Invoice with Payment Link

Step     Action

  1.       Open an Order

  2.       {Actions} > {Email Invoice}

  3.       Select an Invoice document

  4.       Select a Recipient (send to yourself as a test)

  5.       Select {Canned Email} > {Invoice - Style 2 - Payment Link}

  6.       Send

  7.       Go to your Email inbox and click on the Pay Now link

You may have to Logout of other portals or open in an incognito window.