Best Suited for:
- Back Office administrators
- Back Office users participating in financial management activities
- Users that process credit card and or ACH payments through Service Fusion (FusionPay or non-fully integrated payment processing)
Important Information:
- Ensure that the setting is configured correctly within "Company Preferences" for your customers to process payments using the link
- Update the "Invoice Email Communication Template" to include the link and the button
Process Description:
- Navigate to My Office > Company Preferences
- Toggle the setting: "Allow customers to pay their own invoices online (if payment gateway is enabled)" to Yes
- Save Changes within Company Preferences
- Navigate to My Office > Communication Templates
- Click the drop-down arrow beside "Invoice"
- Then go to the Invoice Template(s) you want to add the link to
- Add the {Invoice:ViewOnlineLink} tag to the template
- Preview the template and verify that the link works
- Save Template to save the changes
Step-by-Step Instruction:
Navigate to My Office > Company Preferences and toggle the setting "Allow customers to pay their own invoices online (if payment gateway is enabled)" to Yes and Save Changes.
Navigate to My Office > Communication Templates and click the drop-down arrow beside "Invoice". Then go to the Invoice Template(s) you want to add the link to and add the {Invoice:ViewOnlineLink} tag to the Invoice Communication Template.
Online payment screen preview:
Click Save Template to save the changes to the Invoice Email Communication Template.
Learn how to make the pay online link a clickable button.
Learn how to customize the amount requested for payment using the Online Payment Portal.