Adding a Link to Pay Invoices Online – Service Fusion

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.