In order for customers to be able to pay an invoice online, they need an order specific URL that enables them to open the checkout webpage where they enter their credit card details. There are 2 ways to send this URL to customers:

1. Optionally displaying a Pay Online button on the emailed Control invoice that the customer clicks and is sent to the checkout webpage.

2. Sending a URL in the body of an email that the customer clicks and is sent to the checkout webpage.

You can choose to use one of the above methods or you can use both.

Let's look at both of these methods a little closer:

Pay Online Button

In the 5.75 version of Control, we have updated the standard invoice reports to display a Pay Online button. In order to see the Pay Online button on your invoice, these conditions must be met:

  1. The order cannot be in the Void status.
  2. The balance due on the order must be greater than $0.00.
  3. The Hide Online Payment Link option on the invoice must be unchecked.

When these 4 conditions are met, you will see the Pay Online button at the bottom of your invoice. When a customer receives the invoice, they can click on the link and have the checkout page opened in a web browser. The checkout page automatically pulls the information about the order from the Control database.

NOTE: Custom invoices created prior to version 5.75 will need to be modified to add the Pay Online button. Instructions on how to do this can be found how_to_add_the_pay_online_button_to_a_report.

URL Merge Field

The second way to send the checkout URL to a customer is via a merge field. Here's an example of the new merge field > used in the body of an email:

When your customer receives their email, they can click on the link and have the checkout page opened in a web brower. The checkout page automatically pulls the information about the order from the Control database.

Next Step: Proceed to the accepting_online_payments_from_customers wiki

Contributor: Cyrious Software

Date: 06/10/2016

Version: Control 05.70

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