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

Step 1: Merchant Gateway Integration

• Settings > Integrations > Merchant Gateway
• Click on the Down Arrow > Create Account
• Once your Account has been created click on Link Account
• Fill out the appropriate fields and for each of the Deposit Type choose Credit Card

Step 2: Payment Link Canned Email

• Click on the Template Gallery Library link - Here
• Settings > Communications > Canned Emails > New
• Personalization Workflow > Template-based Print Product Editor
• Fill out the fields as shown below

Canned Email Name: Invoice - Style 2 - Payment Link

Type: Invoice

Default: No

Subject: Invoice

• At the bottom of the window click on the HTML Mode toggle
• Copy and Paste the html from the Template Library canned email into the Canned Email window then click Save

Step 3: Set Default Credit Card Processing Account

• Click on Settings > Accounting > Financial
• Scroll down to Configuration > Default Credit Card Processing Account and choose the correct account
• Click Save
  
  

Step 4: Set Default Portal

• Click Settings > Online Ordering > Online Configuration and make sure that the Default Portal is set to Quotes & Proofs
• Under Portals click on Quotes & Proofs
• 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

Step 4: Send Invoice with Payment Link

• Open an Order
• Actions > Email Invoice
• Select an Invoice Document
• Select a Recipient (send to yourself as a test)
• Select the Canned Email titled Invoice - Style 2 - Payment Link
• Click Send
• 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