Adding a Link to Pay Invoices Online

 

Allow customers to pay their invoices online via a link that can be included in the invoice email.

Now your customers are able to make an online payment for their invoice upon receiving the emailed invoice sent from Service Fusion. First, we have added a preference in the Company Preferences section, that you can turn on or off and decide if your customers can pay their own invoices online or not.






Second, we created new tags for the Invoice category in the Communication Templates section called {Invoice:ViewOnlineLink} and {Invoice:ViewOnlineURL}






You would need to copy and paste this tag, type it in, or double-click the tag to add it to the body of the email template. This tag will generate a link. When a customer clicks on this link they will be able to see the invoice as if it was the printable version of the invoice and a Pay Now Online button to the right of the invoice.

If you prefer, instead of a link, you can add a clickable button. Copy and paste this code into your email template: 

<!--[if mso]>
 <v:roundrect xmlns:v="urn:schemas-microsoft-com:vml" xmlns:w="urn:schemas-microsoft-com:office:word" href="{Invoice:ViewOnlineURL}" style="height:36px;v-text-anchor:middle;width:250px;" arcsize="5%" strokecolor="#ff2b33" fillcolor="#ff2b33">
 <w:anchorlock></w:anchorlock>
 <center style="color:#ffffff;font-family:Helvetica, Arial,sans-serif;font-size:16px;">View & Pay Invoice Online →</center>
 </v:roundrect>
 <![endif]-->
 <a href="{Invoice:ViewOnlineURL}" style="background-color:#ff2b33;border:1px solid #ff2b33;border-radius:3px;color:#ffffff;display:inline-block;font-family:sans-serif;font-size:16px;line-height:44px;text-align:center;text-decoration:none;width:250px;-webkit-text-size-adjust:none;mso-hide:all;">View &amp; Pay Invoice Online →</a>

Please be sure this is added to the source code of the template by clicking the source code icon in the icons bar:

The button will look like this in the email: 

You can change the colors (the default above uses a red-orange background and white font) but please do not edit any other part of the code. 

 

Online payment screen preview: 

Payment Options when sending the pay online link via email 

Service Fusion will automatically detect these pay online tags and present the user that is sending an invoice email containing these tags with an option to customize the amount of the payment being requested. 

When Service Fusion detects these tags, the communication template will include these options automatically, presented directly underneath the subject line:



If no action is taken, the default (no check in the checkmark box) is to only accept a full payment when paid via these online links. Per expectation, the Online payment portal will appear like this when no action is taken regarding these controls:

Where the invoice total due is the assumed payment amount, as a result of the 'TOTAL TO BE CHARGED MESSAGE'. 

However, if wanting to accept the total or a different amount, this is where interacting with this setting will come into play - 



The two choices that are allowed in addition to the invoice total due are :'This Percentage' and 'This exact amount':



As an example of how the Online payment portal changes to allow these options for your customers, assuming a $50.00 invoice total due, and choosing 'this percentage' and 25%, would result in the payment portal allowing these selections:

Contrasting the percentage setting with the exact amount setting, using the same $50.00 invoice total due and 25 for the exact amount, the online payment portal would reflect the following: